Product & Design
Expertise
Our in-house case design team looks to transform your and your clients’ visions into an effective insurance design. Starting with a goal-based approach, our team looks for the best tool for the job within the industry. But this isn’t where our case design consultation stops. If you have a client with a complex underwriting situation, we strive to find the best option available to get your client the best offer around. Our connections throughout the industry provide us valuable insight and contact points to help get your client’s story in front of the people that matter. Anywhere from basic low-cost protection or retirement income to business owned keyperson or advanced premium financing concepts, our experts are here to help!
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Accelerate Your Business Processing
Application Assistance
In today’s insurance industry, the application process can be anywhere from as simple as a shortened e-app, to the encyclopedic novels that some paper applications have become. Let us simplify the process for you. Our in-house case managers specialize in helping you navigate the sea of paperwork that can come with writing an application. Our partnership with select carriers also opens the door to fast and efficient case processing, including instant issue term insurance and simplified underwriting permanent solutions.
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Case Tracking
Our case managers are constantly communicating both with the carriers and between our departments. Utilizing a mixture of technology and live communication, we at iTrust keep you apprised of the process every step of the way. The open line of communication ensures pieces don’t fall through the cracks, and your case gets from start to finish as quickly and accurately as possible!
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with a request body that specifies how to map the columns of your import file to the associated CRM properties in HubSpot.... In the request JSON, define the import file details, including mapping the spreadsheet's columns to HubSpot data. Your request JSON should include the following fields:... entry for each column.
Confidence in Your Commissions
Part of our partnership is making sure you receive accurate and timely compensation payments via our proprietary compensation tracking systems. Part of our model is to process cumulative statements twice per month detailing any and all of your paid activity through iTrust, keeping all of your compensation data in one convenient place to reference when needed. If you have a question on when and how much you were supposed to receive, a quick call or email to our office will yield results in minutes!
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