Broker Advantage Life, Accident, Health and Supplemental Products An Affiliate Program Exclusively...
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Transcript of Broker Advantage Life, Accident, Health and Supplemental Products An Affiliate Program Exclusively...
Broker AdvantageLife, Accident, Health and Supplemental Products
An Affiliate Program Exclusively for SIAA Agents and Brokers
http://www.1enrollment.com/siaa
Broker AdvantageLife, Health and Supplemental Products
The Broker Advantage Program provides agencies and brokerages a turnkey life, health, and health insurance supplemental solution which doesn’t require L&H licensed staff or expertise in or supplemental products — immediately expanding their product offering.
What are the benefits to your Agency or Brokerage?1. Improved customer satisfaction = improved customer retention – “one-stop shopping”2. Expanded product lines without additional costs, fees or licenses3. Non-local provider, reducing competitive risk to your core products4. No training, no investment….Leave it to the experts5. Seamless customer experience6. Referral fee income for customer proposals
What are the steps to get started?1. Agency/Brokerage completes agreement and online registration2. Phone number and website designs begin3. Market your new solution and refer clients
In these three easy steps, your agency or brokerage can be in the life, accident, Health and supplemental products business!
REFERRAL OPPORTUNITIES BEGIN IMMEDIATELY
Referral Fees, Tiers and Payments
Type of Policy(application submitted)
1st Tier State
2nd Tier State
Life $60 $40Major or Limited Medical $60 $40Accident or Critical Illness $50 $30Short-term Medical $35 $30Dental $25 $10Accidental Death Benefit $20 $15
Referral fees are based on the type of policy and by state. States are divided into two tiers.*
2nd Tier States: DC, DE, HI, KY, MA, MD, MN, MO, MT, NH, NJ, NM, NY, OR, SD, WAAll other states are in the first tier
Payments for referral fees are made via ACH which is why it’s necessary to complete the ACH and W-9 forms.
*Licensed agencies will receive a revenue spilt instead of referral fees.
Through VelaPoint, the Broker Advantage Program allows you to offer health and life coverage from many of the leaders in the life and health insurance industry, including:
Broker Advantage Program Options
Custom Website for Elite Participants
Example of a custom Broker Advantage websiteAgency: The Masiello Group
Broker AdvantageLife, Accident, Health and Supplemental Products
An Affiliate Program Exclusively for SIAA Agents and Brokers
http://www.1enrollment.com/siaa