SUPPORT SERVICES Kansas City Life Insurance Company Most companies today provide good support services to their sales representatives. However, the point of difference at Kansas City Life is accessibility. Here, you get the help you need without frustrating and time-consuming delays. The following are some key areas that make a relationship with Kansas City Life so rewarding. Advanced Sales/Business Insurance Advanced sales experts are available to assist you with the more complicated sales situations. These experts including a staff attorney, keep you informed of changes in tax laws and legislation that may affect your clients. In addition, ASBI can provide assistance with estate, business succession and charitable planning, executive compensation, retirement accumulation and distribution planning. When warranted, ASBI can assist you in making that winning sales presentation. Communications This service department publishes several key publications such as Lifetime and Production Highlights to get you the news you need. A wide array of pre-approved sales and product collateral is available through Kansas City Life’s Online Sales Material Catalog on www.kclic.net. In addition, customized advertising and direct mail services keep you in touch with and in front of your clients. Competitive Analyst The Competitive Advantage newsletter of sales ideas helps you match various product strengths to specific sales situations. Customer Services Communication is the key to success in Kansas City Life’s Customer Services department. Representatives are assigned to each agency and serve as a liaison between policyowners and agents. Once business has been issued, customer service team members will assist you and your clients with service needs that may arise during the life of the policy. Field Technology Support Kansas City Life gives you training and support on the software and extranet systems you’ll need to get started immediately. FTS offers a Technology Lease Program with laptop or desktop computers complete with Kansas City Life software already installed. FTS also provides inforce forecasting on existing policies as well as processing new illustration requests. KCLIC.NET This internet-based portal is your link to Kansas City Life. Available links include pending policy requirements, in-force policy information, New Business apps and forms, prerecording training, live webinars, ethics courses for continuing education requirements, product literature as well as Virtual Sales Assistant link for fact finders, calculators and sales presentations. Kansas City Life Illustration System Available for download on kclillustration.com, the system features comparison illustrations, fillable new business app and forms, product guides, sales literature, state availability map and supplemental illustration pages.
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New Business Solid relationships develop between you and your home office partners as you work to get policies issued and paid. You’ll have direct access to these dedicated people who will, in short order, get to know you on a first-name basis. Take advantage of our tele-app capability to help make the applications process more efficient. Sales Support and Competition Life specialists from the Sales and Marketing department are available to help with competitive analysis, sales concepts as well as matching the right product to the need. Life specialists are also available to travel to agencies to train on a wide variety of systems and products. Special Markets To help you develop a work-site marketing program, Kansas City Life’s proprietary Integrated Planning Strategies (IPS) includes a step-by-step manual that describes the process and includes the marketing materials to assist in prospecting and coordinating new and existing alliances with business owners and their employees. For access to disability and long-term care insurance, Kansas City Life partners with Disability Resource Group and offers production credit. Tools and Resources • Tabletop booths for promotional opportunities. • Sales activity management through Building My Business Planner with productivity scorecard. • Compliant producer website through Financial Visions partnership. • Professional Education Reimbursement program for assistance in earning industry designations. • Company-endorsed prospecting and sales tools including Cotton Client Acquisition System and Circle of Wealth System.
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