Service

Service sets the leaders apart from the followers. We take
care of the details so you can focus on relationships and
watch your business grow.

Service

Service sets the leaders apart from the followers. We take care of the details so you can focus on relationships and watch your business grow.

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Calculate Your Potential Returns

Get Report

How much are you leaving on the table by not having a proactive service model for your organization? The answer may surprise you.

We can quantify your potential gain with a few key metrics on your book of business ‐ request your personalized "High Touch Power" report today.

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Learn What We Can Offer Your Practice

View Services List
  • Core Health Product Maintenance
  • Ancillary Product Recommendations
  • Client Referral Generation
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Talk To A Real Live Person - Real Fast

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We know that opportunity doesn't wait. If you have questions, we're here to answer them right away. Get in touch with us today to learn how our tech can add value to your business.

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To have us build your customized "High Touch Power" report today ‐ please share with us some basic info.

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box-full-light Created with Sketch. Services Offered

Description‐ We offer a full suite of turnkey services designed to save you time and delight your clients while maximizing resources.

Core

  • Retain policy if no opportunities
  • Re-write new policy as suitable
  • Reinforce Agency:Client relationship

Ancillary

  • Make recommendations for complimentary products
  • Create additional revenue per client
  • Increase household policy count

Referrals

  • Actively obtain new prospects