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ONE-E-SYSTEM |
- Sick of filling out the same information over and over again?
- Tired of going to multiple locations to get status, forms, quotes and to order your
client's exams?
- Tired of paying for your CRM?
- Need to get more organized?
- Need more time?
National Brokerage has the solution:
We have built the OES for you, and will continue to customize it for you. The OES
is a Client/Agency Management system built with the same principles that built the
insurance industry but with one big difference... We only ask you to do things once.
Some Key OES Features:
- Completely FREE!
- Mass Marketing Emailer
- Customizable Auto Event Emails
- Fillable PDF Forms
- Integrated Term Quoter
- Integrated Paramed Orders
- Full Real Time Case Status
- Customized Reporting
Click here to learn more!
- Do you need to get more organized?
- Need more time?
- Confused where to start?
- Sick of going to ten different locations for information you need?
Let National Make It Easy
In our continued effort to provide the industry's best service, National has developed
your technology solutions. We don't shove a canned, one-size-fits all approach at
you. Let us tailor our powerful systems and resources around your unique business.
National has built and continues to develop the systems for you.
Become more efficient, create more time and profit.
Best of all it's free to our agents! We won't nickel and dime you for technology
solutions. Our goal is the same as yours, more business placed in the most efficient
manner.
Click here to learn more!
"My client has some health issues. Which life insurance company will be best?"
"I think my client should get standard or preferred, but this case is too important
to guess."
Never in our underwriting history has it been so important to find the right Life
Insurance Company for your client. Every insurance company underwrites differently
and every case is different.
Leave this to the experts at National Brokerage.
Click here to learn
more!
- How does Premium Financing work?
- Who can qualify?
- What are the risks?
- Does my client have to be a certain age?
- Do the life insurance companies approve of Premium Financing?
Let National Brokerage make this easy:
Premium Financing has been around the life insurance industry for over 10 years.
In simple terms, it's the borrowing of premiums to fund a life insurance policy.
Click here to learn more!
- Passing by life cases because you don't have time?
- Tired of the paperwork 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?
National Brokerage has the solution.
We have built a "Concierge Team" for you. We will work at your direction to expedite
the underwriting process.
Click here to learn
more!
- Don't have enough time to review your client's life policy?
- Not sure if that old policy is still the best for your client?
- Have old clients who need policy review, but don’t know where to start?
Most agents spend 80% of their time prospecting for new clients. 90% of agents DO
NOT perform a Basic Annual Policy Review. Most of the agents say they don't have
the time or life insurance is not their focus.
We can help!
Click here to learn
more!
- What is a Life Settlement?
- How much will my client get for his policy?
- When do I use a Life Settlement?
Let National Brokerage make this easy for you. Settlements are not asking you to
do anything new with your clients. You are simply practicing the basic fundamentals
that have built the Life Insurance industry.
Review your client’s policy and determine if it’s the best vehicle to accomplish
your client’s objective.
Click here to learn
more!
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UNDERWRITING |
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PREM FINANCE |
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MyCONCIERGE |
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POLICY REVIEW |
SETTLEMENTS |
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BENEFITS |
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VACATIONS |
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NB Events
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Industry News
| AIG | AIG 5 Point Play | | NB | Meet Buddy Bunn | | ING | ING For Life | | NB | E&O Program | | NB | New Lead Partner | | iGo | Electronic Application Process |
AIG 5 Point Play7/19/2010
American General Life Insurance Company is creating exciting news in the insurance marketplace.
They are announcing a 5 point increase in writing agent compensation on certain UL products.
Learn More Here
Meet Buddy Bunn6/29/2010
Learn more about Buddy Bunn, VP of Underwriting, and what he can offer you at National Brokerage.
Meet Buddy Bunn
E&O Program12/15/2009
National Brokerage has partnered Calsurance to provide our agents with discounted E&O coverage.
Click here to learn more.
Electronic Application Process9/14/2009
National has partnered with iPipeline to use their iGo e-application process for fully electronic
applications and e-signatures.
Agents using internet leads or phone marketing can now enjoy the use of electronic signatures for their life business.
Click here for more information on iGo
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Welcome To National Brokerage
Call Us Today: (800) 377-6344
National teams with life, annuity, and life settlement agents to offer the best
service and products in the industry.
We have developed the industry's leading technology by listening to our agents and
tailoring around each individual's needs. We want the opportunity to earn and grow
your business! [ read more...]
Please Email Us Now
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| Phone: |
(800) 377-6344 |
| Fax: |
(208) 472-3438 |
| Email: |
Email Us Now |
Transparent
Transparent:
Earning your trust through integrity, communication and full disclosure
Objective
Objective:
Searching for the best possible solution under your direction
Professional
Professional:
Working at highest level of professionalism to facilitate every case
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