Agency Best Practices
March 17 @ 10:00 am - 11:00 am PDT
Effectively Placing Insurance & Management Services with IFI
Proven strategies for placing insurance and related management services
Agency & Intended Parent (IP) conversations
When/how to refer a client
Educating IPs on coverage options
State-specific availability
Efficient order placement
Grant of Authority requirements
Underwriting fundamentals
Value of IFI management services vs. internal coordination