Whether you’re a new agent who needs guidance and answers, or you’re a veteran agent who needs administrative and backroom support, everyone needs one thing… TIME. If we can take some of the burden off your shoulders, it frees up your time to grow your business.
Simplifying Insurance for Agents
My Guided Solutions works for you. Our goal is to take as much off your plate as we can so that you can get out there and work with clients.Our Services for Agents
OneSource
- Single Point of Contact
- Call or email us for all your needs – Questions, problems, customer service, commissions, etc.
Contract Management
- Access to all major carriers
- One number to call for service or new contracts
- Quick electronic contracting
Application Processing
- Application quality checks (63% of applications that come through My Guided Solutions need some sort of adjustment. We make sure your apps aren’t held up.)
- One fax number or upload tool to send your applications
- Instant feedback on your application submission
Commission Accounting
- By tracking policies, we can track and audit commissions
- We make sure you get paid!
Agent Tools
- eSOA, Quick Lookups, Document libraries, electronic contracting
- Electronic Application System (eApp)
- Free Agent Portal (Guided Hub)
- Instant App Submission Confirmations
Training
- Webinars, Videos
- Compliance Expertise
- Agent Bulletins
- AdHoc
