Portland

  • Insurance and financial advisors generally have great sales and communication skills, but paperwork is not their strong suit.
  • Quick applications allow the advisor to simply complete a short electronic questionnaire with their client and pass the full application process on to a highly trained interviewer.
  • No signatures are required and there is no reduction in advisor compensation.

 

For a more detailed explanation of one company’s process click here.

 

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Jackie Pasciak

Investment Management Consultants

“I have used the Quick App system several times now. It’s so easy – just a few questions, no signatures, and the carrier does the rest of the work. It’s reduced my work dramatically, and made it much more worthwhile to give term quotes to clients and prospects.”