How It Works

  1. A consumer is online looking for an insurance quote or has questions about a policy.
  2. The consumer responds with his or her information.
  3. That information is generated into a real-time lead.
  4. Our CRM system sends the lead real-time to our Agents within seconds.
  5. The consumer is sent an email stating that the Agent(you) will be contacting them within 48 hours.
  6. The Agent calls the consumer about his/her inquiry.
  7. The Agent answers any concerns or questions of the consumer.
  8. The Agent writes a policy for the consumer based on the wants and needs.
  9. Deliver/Mail them the policy.
  10. Follow up with any Questions.
  11. Ask for referrals.