Our Services * Case Management
Case Management
Actively Handle All Cases - Term, Permanent, LTC, Or Annuities - Throughout The Underwriting Process
Speed Up the Sales Process from Submission to Payment
Selling life insurance and annuities involves two sales cycles—first convincing potential clients of the concept, and then navigating the process from case submission to payment. The latter can become challenging, impacting your ultimate payout. The key to swift payment is continuous monitoring, ensuring all requirements are met and information is accurate throughout the cycle.
Partnering with Empower Your Agency provides a dedicated case manager to oversee each case's activity, accommodating your communication preferences. With a commitment to staying informed through regular office calls, you can trust that each case will be accurately reviewed and monitored, ensuring efficiency and timely payments.
Experience Elite Treatment For Expedited Case Payments
Swift Case Reviews
Your submitted case gets a quick once-over on the same day, ensuring timely attention. Weekly updates visible on your Empower Your Agency dashboard, averaging 31 reports per case.
VIP Attention for Elite Advisors
Experience "The Red Carpet Treatment" as an elite advisor. Your dedicated case manager provides a personalized weekly update through reports or scheduled calls for you or your assistant.
The Ultimate Goal
For our case management team, the primary focus is consistent: expedite the payment process for your case, making it quick and efficient. It's that straightforward.
ABOUT EYA
Empower Your Agency is a leading distributor of life, annuity, long-term care, and securities-based insurance products, catering to financial professionals across the nation. The organization was established with the exclusive purpose of supporting independent insurance agents, financial planners, and other financial service professionals in achieving success. Empower Your Agency recognizes that its prosperity hinges on the success of its clients.
CONTACT Us
Phone: (888) 543-3776
(Call or Text)
Email: [email protected]
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