As a national leader in the financial services industry we invest the time to better educate, organize, and prepare our advisors for the inevitable financial issues their clients face. However, with our local presence you can count on a unique experience and personal service. Every transaction, in every department, is given personal attention and acted upon rapidly. We take the time to get to know our advisors and their businesses in order to better understand how we can best service their clients. How well we perform this key task is evidenced by the number of successful brokers who have come to rely on us as their go-to source for insurance products.
Listing of Our Services
Full Case Management
We realize that an advisor's time is valuable and therefore we handle all of the non-revenue tasks associated with a life insurance application. We handle the application in a turn-key fashion from the initial review for missing information, to the APS reports, to ordering the appropriate exam and finally with an overview with the underwriter. At each step of the application a customized case report is provided to keep you up to date with each change.
Basic & Advanced Case Design
The vast array of carriers and products available today can be overwhelming to an advisor. We provide you with a sounding board to call and discuss your client needs and we work together with you to search the product landscape to find the best solution. Abacus has over 25 years experience in designing successful solutions for financial advisors.
Point of Sale Assistance
Occasionally an advisor will come across an opportunity which is outside of their comfort level. Our experience working on complex case designs as well as working with other professionals (including CPAs and Tax Attorneys) allow us to provide point of sale assistance to help you close the case all within the realm of a reasonable case split.
Whether you need help analyzing your current business mix or developing a business strategy, we can assist you in evaluating your value proposition. Our network of business professionals can assist you no matter where you are in your business cycle.
Our team of experts can help evaluate your business and prepare a marketing plan to utilize your areas of expertise. Whether you are a new advisor or an industry veteran we can help identify your areas of strength and guide you in developing a marketing plan. We also have over 25 years experience in brand development and can discuss areas including logo design, website design or other areas to expand your brand.
Custom Client Proposals
We want the advisor to stand out and to feel comfortable when making a presentation to an existing or a potential client. That is why we work with our advisors to develop presentations which fit their personality, sales techniques and client needs so that they are able to make their best presentation. We incorporate the advisor's brand or logo into the presentation to create a seamless turn-key solution for an effective meeting each time.
Licensing / Contracting
Many advisors feel frustrated and confused when it comes to getting appointed with and maintaining appointments with carriers. Through our case management software we are able to assist advisors with completion of appointment paperwork as well as track all appointments and agent codes on an ongoing basis.
Challenge Us With Your Most Complex Case
You've got complicated cases, we've got solutions. Our expertise and extensive product line-up cover even the most difficult cases. Go ahead. Tell us about your most complex case and see what Abacus can do for you.