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ABOUT US
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Offering your clients the ability to secure their financial future and provide fo their
families is one of the greatest services you can provide.
PC Agency Help is teaming up with agencies just like yours all over the country to assist in providing
the coverage your clients need.
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| HOW IT WORKS |
At PC Agency Help, we take the guess work out of writing life insurance. We have developed a program to
help you assist your client with their life insurance and investment needs without worrying about product
details, underwriting guidelines or time consuming followup.
We currently staff licensed agents to assist you and your client in finding the most affordable coverage
to meet their needs and the right investments to meet their goals. The program is simple. You fax a
pre-printed referral sheet to PC Agency Help. Your agent will then quote your client, order the exam, send
the application to the client and submit it to the carrier. Once the case is submitted, our agent will
follow the case through underwriting, letting you know of the status and obtaining any additional
requirements needed. Once the policy is issued, we can either mail it directly to the client or to your
office for personal delivery.
By making the choice to let PC Agency Help assist you and your clients, you can be assured that your client
will be treated with the upmost professionalism and courtesy, by a licensed agent working on your behalf.
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| MARKETING |
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Finding a way to talk to your client about the need for life insurance can be a challenge. That's why we've
created marketing material you can customize for your agency. These materials include:
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| Marketing Letters |
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Product Brochures |
| Newsletters |
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E&O Liability Waivers |
| Discounted Mailing Lists |
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We have all the material you will need to launch an effective marketing campaign. Whether you are targeting
current clients or future prospects, PC Agency Help can help you find the words and the method to reach
your target market.
By letting your clients know that your life services division can assist them with their life insurance and
investment needs, you can position yourself to be the only call your client will ever have to make. Why not
eliminate the competition before they have a chance to eliminate you.
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| LIFE/ANNUITY |
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With over 35 carriers to choose from, your client will find the right product at the right price:
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| Term Life |
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Return of Premium |
| Estate Planning |
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Survivorship Programs |
| Universal Life |
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Annuities |
| Equity Indexed Products |
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| SERVICE |
Our experienced, licensed life agents will research the market and provide quotes to your clients for the
most affordable plans to meet their needs.
With the use of a state of the art agency management system, our agents track your business daily, keeping
you informed on every case.
With case status updates being fed into our system nightly, directly from the carriers, you can be assured
that any requirements or follow up on your cases is being handled by our licensed agents immediately.
Faster follow up, means faster issue, which of course means faster payment to you.
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| 24-Hour Online Case Status |
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Quoting |
| Email Agent Notifications |
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Contracting |
| Case Placement Specialist |
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Exams |
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| CONVENTIONS |
Not only will marketing life insurance increase your income and your client retention, it can also qualify
you and a guest for a free vacation.
Once you've achieved a certain premium level for the year, you'll be invited to join us on a fabulous free
vacation.
Our annual convention is just another way for us to help make your life easy.
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