To our partners in protecting lives:
Life insurance isn’t easy. But that doesn’t mean our work has to be difficult. That’s why Ash Brokerage is rolling out changes that will simplify and streamline your business. To give you better, faster and more accurate service, starting June 5, e-delivery will be used for life insurance cases with the following carriers:
E-delivery is just one piece of a suite of electronic tools you can use to make your work easier. I strongly encourage you to take full advantage of our e-application and e-delivery platforms – not just with the carriers listed above, but with any carrier you’re working with. With simplified and streamlined service, you’ll wonder why you didn’t make the switch sooner.
By using our full offering of electronic tools for e-applications and e-delivery, you’ll:
|Ensure proper forms are used and apps are in good order (IGO)
No circling back for missing requirements
|Reduce your overhead costs
No printing or mailing required
|Allow clients to engage on their terms
Take delivery on the go; collect signatures from multiple parties at the same time
|Improve cycle times and placement ratios
Close more cases and get your commissions faster
Earlier this year, our case management teams were restructured to include e-application specialists. Your e-app case manager is trained and ready to help you make an easy transition to our digital platforms. If you haven’t already, you can reach out to them to get started on your next case.
Cases can still be processed via paper application, but after you experience the ease of doing business digitally, you may not want to go back!
I promise you this: No matter the case size, we’re here to help. A computer will never replace our care and commitment to you. We’re here to help you build your business and protect your clients’ lives. That will never change.
Tim Ash is known as a visionary in the financial services community. He is an industry leader who envisions a future where insurance is easy, affordable and an essential part of a sound financial plan.
As CEO of Ash Brokerage, Tim has fostered an environment of success with team-focused empowerment and client-centered service. He has built a culture where people not only believe in what they do, but more importantly, they understand the reason behind their efforts. Everyone at Ash Brokerage knows their work makes a difference — in the lives of their clients and their communities.
On Freedom of Information Day, the American Library Association recognizes individuals and groups who support the public’s right to know and gain access to government information. It’s also the birthday of James Madison, who was an advocate for transparency in government and is considered the father of the U.S. Constitution.
Thinking of how the government protects information made me think about how I would secure my own data. InfoSec (Information Security) is a very hot topic as numerous high-profile data breaches have occurred within the last year. So, where do you start to protect your data?
I’m about to BLOW your mind. Well, those with iPhones will be blown away – sorry Android users! Seriously, these seven tips might be game-changers for advisors who are constantly on the go with their phones. I want to help you save time and frustration, so check out my list:
This is a small sampling of some of the cool features on your iPhone. As always, we are here to support you. Please contact us if you have any questions. We are excited to help you stay connected!
© 2018 Ash Brokerage LLC.