The Secret: How the Most Successful Brokers Do It, click here to read more
Calculate the Appropriate Amount of Insurance, click here
- Questions to Ask Your Client
- XRAE Underwriting Solution
- Quick Quote / Underwriting Forms
- Contact your CPS Marketing Rep to discuss your case
Assemble your application kit, or use one of our
Quick App Programs
Order your client’s insurance exam
Letter to client setting expectations (Editable RTF file)
Do you have a client who has previously been declined (or highly rated) for insurance?
Tell Regis Philbin that is not your final answer!
Ensure Your Success
Contact your marketing representative to discuss the case. Not all companies view the case in the same light. Often more information can be developed to improve the offer. Sometimes, the passage of time (driving violations, cancer) improves the outcome.
As shown in our history “Power of a Broad Portfolio“, we developed additional medical information and found the company in our portfolio that offered PREFERRED rates when all other companies either declined or rated the case..
