Working insurance into the client onboarding experience creates additional value to your clients while also allowing you to gain exposure to more areas of their financial lives. To show you how to add insurance into your client onboarding process, Hubly has teamed up with Policygenius Pro, an industry leader in end-to-end insurance fulfillment.
In this webinar, Andy Baxter from Policygenius Pro shows you how to walk your clients through insurance quotes from top-rated carriers, make a coverage recommendation and reveal the workflow template that makes it that much easier.
This insightful webinar covers the following topics;
1. Common challenges with insurance reviews
2. The benefits of including insurance within client onboarding meetings
3. How to easily provide insurance options and streamline insurance reviews during the client onboarding process
Utilize the power of Hubly and Policygenius Pro together to efficiently bring insurance reviews into your client onboarding experience. With Hubly’s templated Onboarding Process, or your own, you can guide and track clients through their onboarding journey and ensure that nothing slips through the cracks.
During the onboarding process, you can kick off Policygenius Pro’s workflow that has been templated by their experts just for your convenience. The workflow template includes all of the steps and task details to enable you to provide an insurance review to your client – so you can just plug and play.
Hubly users can download thePolicygenius Pro workflows directly to their Hub – just message our team in the app’s chat if you need help! If you are not yet a Policygenius Pro user, you can get started here.
"I can confidently say that things are not slipping through the cracks anymore