Last week, we explained why having an application fulfillment partner is a great idea. This week, we’re going to try to convince you that partner should be us.

You might have seen an article on this week about advisor technology. Instead of focusing on the problems of adapting technology, many advisors are finally realizing that adopting technology is about providing a better customer experience, first and foremost. The article describes how a 27-year-old financial advisor timed his firm’s app-completion software. The software used DocuSign, helping wrap up the process in 14 minutes and 30 seconds – instead of the full day or more it would have taken the advisor to do the same work by hand.

Our life insurance app fulfillment service works a lot like this, except you don’t even have to buy any software to do it. We can offer you the same productivity gains and improved customer experience without the need to buy anything. According to the InvestmentNews survey quoted in the article, when firms are looking at new technology, 50% say the deciding factor is productivity gain. We can make that happen for you. Similarly, when firms or advisors are looking to change or upgrade their existing technology, 64% want an improved workflow as a result. We'll make that happen for you, too. In fact, we guarantee it.

App Fulfillment: The Pinney Guarantee

To all our partners, we make the following guarantees:

  • We guarantee we'll order your exams and labs within 24 hours of receiving your application. All you have to do is focus on selling.
  • We guarantee we'll order all Attending Physician Statements as soon as we’re notified that one is required. We’ll also follow up every five business days until we get it.
  • We guarantee that we’ll call your clients (referring to ourselves as your assistant) to get missing or additional information to complete your client’s application.
  • We guarantee that when you call us between 8 am and 5 pm Pacific time, you’ll always talk to a live person. If the person you need isn’t available, we’ll try to find someone else who can help so you can get your questions answered.
  • We guarantee that we’ll provide online status reports on all your pending cases, 24 hours a day, 7 days a week. See what’s happening with any case with two easy clicks.
  • We guarantee that every time something changes in one of your cases (or when nothing happens for five business days), we’ll update you via email, fax, or mail – it’s your choice.
  • We guarantee we’ll use all our tools, contacts, and agency knowledge to get the best possible rating on your cases. We’ll be your advocate with the carrier.
  • We guarantee we’ll always give you prompt, friendly, and efficient service. We’re here to help you succeed.

What would you do with a few more hours in the day? Let us give you the chance to find out. For top-tier life insurance app fulfillment, contact us today.

Are your apps in good order? If not, we can help. Call 1-800-823-4852 or click here to email us.