Services For Agents Serving the Hispanic Market:
• Lead Source Services: Inbound call inquiries, lead qualification, outbound prospecting
• Sales Support Automation: IVR, Digital Recording, Electronic Applications, Website Support
• Sales Verification: Inbound support for onsite field agent sales as well as outbound follow up on applications submitted
• TeleUnderwriting: Medical history interviews & research; APS facilitation
• Case Management: application follow up, paramed scheduling, medical history information research
• Customer Service: client information modifications such as change of address/beneficiary updates; payment history information with connectivity to policy administration system
• Notice of Claims: first point of contact for claims
• Translation: communication link between agent and client

Services For the Hispanic consumer:
• Life/Health Insurance Sales: Final Expense, Juvenile Life, Simplified Term, Fully Underwritten Life, Health & Hospitalization indemnity products
• Property/Casualty Insurance Sales: Homeowners, Auto, Small Business
• Translation: Communication between agent and client, translation of written materials
• Customer Service: client information modifications, payment history information with connectivity to policy administration systems
• Worksite Marketing Support: customer service, sales and enrollment assistance
• Website Support: text chat, email response, inbound call center support
Needs Analysis and Insurance Education

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