Personal Lines
RFP Assistance
We can assist you in the creation and administration of RFP questions and answers.
Match Program to Client Base
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
Compliance
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
Program Administration Options
Evaluate options of program administration
- Commission structure or JMA
- Remediating 3rd party risk
- Cross sell strategies back to the financial institution