Video series: Secrets for insurance brokers.

Contents:

Vlog:

Video series – Behind the scenes:

Day of a financial adviser admin support – How we help Insurance Broker number 1 – Includes using Insight CRM, Answering and diverting phone calls.
Day of a financial adviser admin support – How we help Insurance Broker number 2 – Includes using Trello, email management, and processing group schemes plus renewals.
Day of a financial adviser admin support – How we help Insurance Broker number 3 – Includes using Xplan CRM, email management, underwriting support, cancellation and alterations, and compliance checklists.
Day of a financial adviser admin support – How we help Insurance Broker number 4 – Includes using MyCRM, email management, renewals and appointments, compliance checklists, creating quotes, also client and task management.
Day of a financial adviser admin support – How we help Insurance Broker number 5 – Includes using Trail CRM, pipeline management, email processing, compliance checklists, and alterations.
Day of a financial adviser admin support – How we help Insurance Broker number 6 – Includes Google Sheets, Slack, appointment management and underwriting follow up.
Day of a financial adviser admin support – How we help Insurance Broker number 7 – Includes using Xplan CRM, compliance document management, filing, and creating SOA/ROA reports.