HERE’S HOW IT WORKS

Our platform is truly unique. There simply isn’t another lead generation platform for Insurance Brokers that offer a true Pay per Assignment type of pricing structure. As such, we’re sure you might be wondering “How it Works”. This page will explain the entire process in detail

*Pay Per Assignment isn’t available in all 50 states

 

STEP ONE

CUSTOMER ACQUISITION

We own numerous consumer facing platforms that allow Insurance Consumers the ability to shop quotes from dozens of Insurance carriers over numerous lines of Insurance.  We find new customers using Facebook/Instagram Ads, referral networks, PPC (Pay per Click), Radio and Television Ads and Content Marketing.

STEP TWO

CUSTOMER ASSIGNMENT

When a customer signs up on one of our platforms, they are automatically assigned to the agent who’s territory they reside in. Once we know what broker owns the customer, we can display the carriers the broker is licensed with as options available to the customer.

STEP THREE

QUOTE GENERATION

When a customer selects the types of Insurance quotes they want to recieve, and that you are licensed to sell, they can get quotes from all the carriers your licensed with that are on our platform.

STEP FOUR

APPLICATION SUBMISSION

Once the customer selects the quote they like, they can then complete the application directly on our platform. They can even sign it and submit it. The application is then submitted to the carrier using your broker credentials with the carrier you’re already licensed with.

STEP FIVE

APPLICATION APPROVAL

Once the application has been submitted the carrier will then go through their approval process. The customer is automatically notified when their application has been approved or rejected.

STEP SIX

POLICY PAYMENT

When the application is approved by the carrier. The customer can then make the premium payment directly with the carrier on our platform.

STEP SEVEN

POLICY ASSIGNMENT

The last step of the process is for you to e-sign the policy as the agent. Your credentials have already been added to the policy through our platform when the customer did the quote and application. Once you sign the policy, our fee comes out of your deposit account.