Quickset Insurance Associates
(910) 319-4127
aywannam@quicksetinsurance.net
OUR PROCESS
- Step one: Initial contact
- Welcome email sent with requested information
- Step two: 1st meeting or 2nd meeting
- Review your current positions and interest
- Offer to accept Customer as client - Complete a customer profile
- Set and record goals
- Obtain copies of existing plans/policies
- Up to seven days of research
- Step three: 2nd meeting or 3rd meeting
- Present goal-based options
- Financial management statement
- Summary statement with signatures
- Step four: Implementation
- Complete forms, applications etc.
- Scrub applications; make corrections as needed (signatures maybe required)
- Step five: Log client information in our Client Relationship Management Software
- Step six: Carrier submission
- Email copies of documents and submission information (manual process-document scan to pdf)
- Step seven: Policy delivery
- Goal review/next steps
- Schedule annual review