Mountain MyConcierge
- Are you passing by life insurance cases because you don’t have the time?
- Tired of all the paperwork with life insurance and the long process?
- Enjoy the sale, but hate the process?
- Would you like to cut the underwriting process in half and double your income?
Mountain Financial has the solution. We have built a "Concierge Team" for you. We will work at your direction
to expedite the underwriting process.
We will communicate with your client on your behalf to follow up on any and all requirements.
The Normal Process
- You are responsible for all communication with your client regarding underwriting
- The average processing time is 57 days
- 64% placement of cases
The MyConcierge Process
- We are responsible for the whole underwriting process
- All steps are reported to you and done through your own live web site (One "E" System)
- Average processing time is 22 days and 87% placement
With MyConcierge you will create more time and twice the income from your life business.
How It Works
- Fill out the Pre-App or Formal App
Pre App – If unsure which carrier to choose, applications can be filled out manually and populated through OES (Our online client management system)
- We call the client to set up the process, which includes taking the application and scheduling the exam.
We will resolve any new requirements immediately. If we need a Doctor’s address, need to confirm financial
information, or have specific questions related to travel, we will contact the client to obtain. We
understand how important your clients are and will treat each client with the upmost respect and courtesy. "Good Evening
Mr. Jones, I’m calling on behalf of your agent to assist you with issuing your new life insurance policy."
- Ordering Attending Physician Statements - We have a dedicated team whose sole responsibility is to order Physician records and get them as expeditiously as possible
- We will mail the policy to the client and walk them through the delivery or, if you would like, you can deliver the policy yourself
We operate with three major TOP principles:
- Transparent - Earning your trust through integrity,
communication and full disclosure
- Objective - Searching for the best possible solution
under your direction
- Professional - Working at the highest level of professionalism
to facilitate every case