Created by advisors for advisors
Support for the entire sales process.
At Vulcan Insurance Partners we understand the challenges faced by agents and advisers.
The sales process is a lot more dynamic than simply recommending a product.
Explore the processHow we work with advisers
The entire process, in view.
01Prospecting
02Presenting
03Fiduciary Responsibility
04Issuing Business
05Paid on Business
Experience across the process
With nearly 100 years collectively in the financial services business, we have the experience to help you through this entire process.
The value of support
Cost is only a factor in the absence of value
This is common mantra for many other agencies. Cost is the time and energy spent that should be spent working with your clients not following up on business. Tracking underwriting, transfers and commissions should never take away from you day to day operations.
At VIP we are committed to taking this burden off of your shoulders. This will increase your efficiency and help you make more money.
Communication matters
The words advisers hear.
Here are the common client responses to why they leave their advisors (Source: Van Kampen Consultants)
01“We blame the institutions, not advisors”
02“I’m waiting to hear from my advisor”
03“We want to talk about our investments”
These along with some of the industry jargon is what turns off our clients and allows them to consider changing their advisor.
Working with you and helping you understand that the words we use is critical. Communication is the biggest challenge for advisors today.
Let us help you learn the “words that work” and support your sales process.
Vulcan Insurance Partners