HOW WE DO IT

CONSULT. CREATE. CLOSE.

All Insurance IMOs can offer you a large list of carriers that you can do business with.  What separates us is our commitment to our process which consists of 3 Cs:

CONSULT

“Before you speak, listen.” – William Arthur Ward.  This is at the heart, and start, of our process here at CompEdge.  Our goal is to take our process and tailor it in a way so that it is cohesive with your business.  To best accomplish this, we start our process with an initial consultation.  We want to sit down with you and your team and learn the ins and outs of your practice.  We want to know WHY you do what you do, what markets you are looking to serve and what you are looking for in a business partner.  From there we develop a game plan to help you thrive.


CREATE

    Once you have identified opportunities to potentially better your client’s situation, our team of Sales Consultants can work with you to create strategies that mitigate the impact of uncontrollable events that can impact their financial future.  On each case we touch, we work to find strategies, in conjunction with one another, that will best meet your client’s needs both today and tomorrow.

    Many times, more than one strategy could potentially meet a client’s need.  When such a situation arises, our Consultants can provide you with templates that will help you walk your clients through the options allowing them to come to a decision that they are comfortable with to “insure” their future.   


    CLOSE

      Once a strategy has been developed it is time to present and close.  When it comes to presenting & implementing risk management strategies for your clients, CompEdge offers up our Consultants to be available for client calls & meetings.  This allows for you as the advisor to bring in a subject matter expert to present the strategy and answer questions from both you and your client.  When a client works with you, and you work with CompEdge, they get a team of risk management experts that help to make sure they are squared away!  



      READY TO GET STARTED? YOU CAN REACH US AT 800-431-4245!
       

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