The Platinum Plan
The complete package. Have an entire team ready to support all your life insurance case work. All the tools of the Professional Agent plan combined with the expertise of hands on professionals
trisTOM specializes in providing life insurance advisors experienced consulting and underwriting support to Platinum Members. Become appointed with trisTOM and you'll have access to over 70 different carriers to ensure that your clients receive the best policy for their situation. You'll never be undercut on price or beat out by an agent who provided a policy with a higher cash value. We review your client's situation, their needs, and your specific requirements and evaluate all carriers. Once that is complete, we provide the best possible policies, the needed paperwork, and after signature underwriting needed to finalize the policy.
Step #1
Place the client's profile in the CRM system
Step #2
Request an illustration for the client and receive the best posible options based on their requirements
Step #3
Client illustration, application, and all other paperwork are placed in the client's profile
Step #4
Consult with experience trisTOM experts to prepare for client meeting
Step #5
Meet client and sign the applicaiton. Upload policy documents into trisTOM.
Step #6
trisTOM reviews the documents, underwrites the client, and then provides you updates every step of the way until the policy is approved and finalized.
For the agent looking for a top-tier Independent Life Insurance Brokerage. Full support to help you reach your full potential: from the first entry to the approved enforce policy. Life Insurance Agents are given access to:
All the Videos, Marketing Material, Discount on One-on-One Training included in the Aspiring Agent Plan
Access to all the Features of the Professional Plan (CRM, Illustrations, Case Consultation, Sales Process Tracker, etc)
Appointment Done Electronically and Quickly Paying top Street Commissions
Access to Over 70 Different Carriers to Ensure Clients are Given the Best Possible Policy for Their Situation
Applications and Additional Paperwork can be Uploaded to the System for Review and Submission to the Carrier
Full Underwriting of the Client and Full Service Suite to get the Policy Issued Quickly
