Our Services

Personal Lines

  • Assist in the creation and administration of RFP questions and answers
  • Work with financial institution to determine appropriate program based on client base:
    • How do you effectively solicit to the base?
    • Data mining can increase penetration rates
    • Positioning offerings as helping customers as opposed to selling
  • Assist in evaluating best program structure with compliance in mind:
    • Understanding how QM may effect referral rates
    • Best practices when dealing with complaints or feedback
    • Compensation strategies inside the financial institution
  • Evaluate options of program administration
    • Commission structure or JMA
    • Remediating 3rd┬áparty risk
    • Cross sell strategies back to the financial institution