Crossroads Area of Expertise
The management of Crossroads Financial Group came up through a traditional Career Agency system, so we’ve done it all when it comes to the insurance business – from dialing the phone through asking for the referral at the policy delivery appointment. We’ve experienced enough obstacles on the way through that process to be able to identify at which key points they come up, and we’ve proactively designed our business processes around helping you avoid the same pitfalls we faced when we were in the field.
The sales concepts we promote are field-tested, the products we promote are not only client-friendly, but are issued by carriers with whom we’ve developed relationships, the pending tracking we provide is informed by our actual experiences in trying to get business placed, and the marketing materials we distribute are those we know have been used in the field with success.
The sales concepts we promote are field-tested, the products we promote are not only client-friendly, but are issued by carriers with whom we’ve developed relationships, the pending tracking we provide is informed by our actual experiences in trying to get business placed, and the marketing materials we distribute are those we know have been used in the field with success.
Case ManagementOur case managers will assist you placing more cases by providing support with illustrations, selecting the most favorable underwriting, and researching your advanced sales questions. This allows you to focus on your business needs and not spend time updating or programming numerous illustration software, contacting underwriters and reviewing numerous product offerings. Need help with an advanced case? Our case managers are available to answer your questions, or even meet jointly with you and your client to help you place those large cases.
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Pending TrackingOur agency management system automatically tracks and updates requirements on your business daily – in some cases, even hourly. As your second set of eyes, we reduce delays when additional requirements are ordered. Our system of tracking connects us directly with the new business departments of all our carriers to insure prompt processing of your application.
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Marketing MaterialsRather than deciding how to present a complex sales idea to a client, contact us to get access to a wealth of materials from brochures, to ads, to Power Point presentations. These professional grade materials can be custom designed to identify you or your sales organization. Put your time and talents into the presentation of the materials, rather than spending time searching multiple company websites to find the piece that will work for you.
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