Calling all BGAs, IMOs, and FMOs: How an Intelligent Call Center Can Increase Revenue
Running a Brokerage General Agency, Insurance Marketing Organization, or a Field Marketing Organization means keeping your eye on a preponderance of moving parts. From agent and advisor contracting, commission scheduling, case management, and everything in between, sometimes simply keeping up with the business you have stands stubbornly in the way of recruiting new business and engaging more business with your clients. We often say that our industry is one of deep relationships. These connections do not happen by themselves. They require time, trust, and perseverance to ensure that every opportunity is uncovered and every successful partnership is nourished and maintained. For BGAs, IMOs, and FMOs, the ability to outsource time-consuming, mundane tasks can be the difference between growth and stagnation.
A Life Insurance Focussed Call Center Puts More Hours in Your Day
Employee Pooling has worked with carriers, BGAs, IMOs, and FMOs for years. We are constantly improving and iterating our service offering based on feedback from our clients. We aim to solve the problems that cost them money and time. It was this feedback that exposed a gap in the services market. We acknowledged that while our suite of solutions helped 100s of companies focus on growing their business, our clients were still having to run around playing phone-tag in a tedious race to stay on top of basic information about policies, agent change requests, beneficiary changes, 1035 transfers and on and on.
The job of any of these companies should always be to provide value to their clients and the end user. Taking valuable time away from fostering these relationships and solving for their needs is untenable. This is why we decided to create a call center specifically to help alleviate the burden of endless follow-ups, FAQs, and more.
What Can Employee Pooling’s Call Center Do for Your Business?
Our call center is comprised of highly trained, insurance-focused, talented staff. Their knowledge of the industry allows them to understand the needs of your clients and address the iterative tasks that take time away from your own team. Imagine a world where your employees don’t need to follow up on:
- Agent Change Requests
- EFT Form Questions
- Annual Statements
- Inforce Illustration Requests
- Address Changes
- Beneficiary Changes
- 1035 transfers
- Contracting Follow-Up Calls
- Case Management Follow-Up Calls
- APS Status Updates
- Commission Issues
- And calls relating to special projects that your company has initiated
These are all taking entirely too much time away from your staff’s ability to generate new business and develop deeper relationships with your clients. Our call center speaks with over 140 carriers every week. We make thousands of phone calls on behalf of our participating BGAs, IMOs, and FMOs.
With Employee Pooling, it Just Happens
Have you ever fallen asleep on an airplane shortly after takeoff, only to wake up right before landing—that magical feeling of having practically teleported to your destination. You fell asleep and…it just happened. That’s what working with Employee Pooling feels like. While you and your team are busy making your company as successful as it can be, our services and call center keep everything running in the background. It just happens.
We assure you it isn’t magic.
It’s the hard work of our talent and our ability to leverage technology alongside human capital and the highest training standards that allow us to manage all of these tasks while you grow. The best part is, we are prepared to scale along with your business. Your success isn’t luck. As the old adage goes,
“Success is 1 percent inspiration and 99 percent perspiration.”
We like to think that our call center can handle that 99 percent, freeing up resources so that you can continue to inspire your clients. Reach out to our team to see how we can help you achieve more with our suite of outstanding, insurance-focused solutions.
