Basic package includes pending business- facilitating new clients through the underwriting process until pending applications are issued and in force, managing PMAR (policy master activity report), life conservation- assisting clients with processing payments, calling those in late pay offer, and maintaining a 85% or higher persistency.
Those services listed above plus rein-statements reaching out to clients on the lapsed report and 17 month detail report, calling terminated clients who can potentially be re-written as new applications to generate new income (benefit of having a licensed assistant), and includes child rider conversions and and end of term.
All of the above plus miscellaneous administrative tasks including updating banking, ownership and beneficiary changes. Assisting recruits with the licensing process, SRR forms, NAIC, and scheduling classes are also available for an additional fee.
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We would love to talk with you
Want to talk to a real human who’s as knowledgeable and helpful as your assistant will be? Tell us about what you do and what you think you might need help with. We have a lot of experience helping small business owners and executives determine the type of relief they need and how many hours that would require.
SML Admin Services assistants are organized and amazing. Plus, as part of the SML crew, they come with perks.
