Follow Up
A systematic and step by step look at what happens after the sale. Designed to bring about client retention and cross selling through value based customer service.
Submit Call
Mutual Pending
Foresters Pending
American Amicable Pending
Corebridge Pending
Transamerica Pending
National Life Group (NLG) Pending
Fidelity & Guaranty (F&G) Pending
Aetna Pending (MedSupp/Life/Ancillary)
UHC Pending
Humana Pending
Aetna Pending (Medicare Advantage)
Pending and Approval Call
Client FAQs - Ordering Cards
Client FAQs - Which Store for OTC?
Client FAQs - Billing
Scheduling Reviews