Are You Chasing Paper To Get Paid?
How much time and money is chasing paper costing you? Industry wide, only 37% of the business submitted to insurance carriers by independent agents is considered clean and ready to process. Every case that bounces back to you costs you time that you won’t be utilizing to prospect and sell—eroding your bottom line.
You didn’t get into business to spend your time tracking down business that has fallen into a black hole.
With Kestler’s guidance I was able to leverage my time and productivity. Now I consistently earn a seven figure income and spend even more time with my family. - Leslie Long, Blue Bell, PA
We are your back office
Every policy or security you sell with Kestler Financial Group is expedited through the system by a team of case managers with an award-winning* custom database that manages the tedious details of management for you from the moment you submit your sale to us.
Each of your applications is sent to a specialized team member to review for errors, outdated documents, and missing information. Your case manager can tell you that 99.6% of the business submitted to insurance carriers from our office is considered to be clean.
KFG’s system is so efficient and accurate that specific insurance carriers require you to submit your business through Kestler Financial’s case management team.
Submission to commission
What other Independent Marketing Organization can offer to shorten the time from submission of your business to payment of commission by nearly 40%? That’s what KFG’s case management can offer your business.
Case Management department responsibilities
- Scrub new applications
- Follow-up on pending business for timely processing and commission payout
- Set scheduled activities to contact carrier regarding status
- Process licensing and contracting
- Assist agent with commission issues
- Image all received documents
- Manage service requests, product and policy changes, conversions, conservation notification, death claims, payment processing, etc.
Ours is a system developed over the years to work for you today and grow with you tomorrow, while you focus on what you do best —building your business.
Case Management’s promise to you
They truly help to support the independent agents out in the field. - Pat Carroll, Cadillac, MI
- Completed applications are processed and sent to the carrier the same day they are received.
- Incomplete applications require agent notification and resolution within 48 hours of receipt.
- Complete agent contracting is submitted to carrier within 24 hours of receipt.
Time is an agent’s most precious and irreplaceable asset. Contact us today to find out more about how the Kestler difference puts money in your pocket and time back on the clock.
*Our custom designed database platform was recently awarded the Silver Medal from the National Center for Database Marketing in honor of outstanding achievement in database marketing and for exemplary success in multichannel marketing. Four silver medals were awarded, our co-honorees included, AT&T, 21st Century, and The Hartford Financial Services Group. We edged out the likes of IBM, AOL, and Dell.