The Life Insurance Issue • Special Sponsored Section
YOUR AGENCY: REVIVED!
How Crump Life Insurance Services is using its general agency strength to give producers at all levels the support they need
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s most could attest, life as an independent producer the past 18 months has been met with significant and seemingly endless challenges. More than simply figuring out video conferencing, the industry as a whole has required one’s constant attention as new sales strategies, regulations, products and processes are continuously released, making it almost impossible to know whether you’re offering the best solution for your clients. Add the isolation many independent producers have been feeling and it’s no wonder numerous financial professionals have struggled. But what if that didn’t have to be the case? What if you could regain your sense of camaraderie and personal connections? What if, every single day, you had the most up-to-date information, illustrations and product selection for your clients? How much more efficient would you be if you had your own team — a concierge group of industry pros vested in your success and assigned to fulfill any back-office role you may need, from licensing and contracting support and case management services to current illustrations, sales ideas and access to accelerated underwriting programs? If it sounds too expensive or too good to be true, then you’re in for a big surprise — and one that could take your production and your overall satisfaction to new heights. And that’s only the tip of the iceberg of what Crump has to offer, said Elizabeth Kaplan, general manager and senior vice president of the Independent Channel. Elizabeth Kaplan “Financial professionals are isolated — from their offices, from clients and from each other. It’s even more so with COVID-19. And that isolation makes it very difficult to do all of the research involved to come up with the best solution, the best underwriting based on a client’s health history,” Kaplan explained. As a 30-plus-year industry veteran and producer herself, Elizabeth has experienced firsthand many of the challenges producers face. And she’s made it her mission to support financial professionals every way possible. “At Crump, our objective is for the producers to be making connections with clients while we do everything else. We’ll free up their time and give them the welcoming concierge
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InsuranceNewsNet Magazine » September 2021
service available at boutiques, but with broader product selection, numerous product lines and depth of resources only available to the one of the largest GAs,” she continued. Modular in design, Crump’s support structure works with producers of all levels, across multiple product lines, to supply whatever support, service or training one needs through assigned teams that are compensated based on production. In other words, it’s in Crump’s best interest to make sure you service your clients and provide the most appropriate solutions for their situations. It’s a team that starts with your personal relationship manager, who works with you to help fill any gap in efficiency you have, leaving no stone unturned. “Depending on what an agent needs, we’ll get it done, literally start to finish,” Kaplan said. “We can provide the latest sales strategies and marketing support. When a financial professional has a case, we offer competitive intelligence, [and] we’ll look at the clients’ needs and interests, analyze the latest carrier options from specialists who track products and regulations daily, run the illustrations, build presentations, you name it,” she continued. Of course, not every producer needs or wants that level of support; every financial professional and situation is different. And for Crump, that’s just fine. Some producers have become so efficient that they only want access to the powerful underwriting and competitive product prices that Crump provides. “We meet the financial professionals where they are at. Some come to us with a large staff and don’t need a lot of work from a team. Others have no staff, and we fill in as their entire back office. Our goal is to help fill in the gaps in order to assist producers in solving their problems,” Kaplan stated. It’s a highly modular structure, designed to make your business thrive and to return the feeling of camaraderie and personal connection that so many financial professionals have been missing.
For the full details regarding how Crump can breathe new life into your business, simply visit AgencyEnhancer.com for your free information packet.
