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SERVICES

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SALES

  • Presentations by phone, zoom, skype or Facebook messenger

  • Presentation by face to face visit

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SALES AND MARKETING

  • Health, Dental and Vision Quote

  • Medicare and other Health Insurance Brochures

  • Permanent and Term Life Insurance Quotes

  • Phone and presentation follow-up

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ADMINISTRATIVE SUPPORT
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CUSTOMER SERVICE

  • Assistance on filling Claims, Billing and Policy changes

  • Annual Client Reviews

  • ​Explanation of benefits and inquiries 

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UNDERWRITING

  • Risk Assessment

  • Paramedical Exam Scheduling

  • Processing and tracking of applications (end to end process)

  • Routine Client Communication

  • File maintenance (organizing and filing client records and documents)

  • Phone support (routine inquires by phone)

  • Data Information (data entry and word processing are carried via a highly secured virtual and office filing system)

  • Technical Support- minor software and hardware level

Call us anytime, and we’ll be there to lend a hand

 Call us: 813-333-8065                                         Follow us:

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