top of page
In this section, we will show you how to mine your Agents' in force book for sales and service opportunities.

Term Renewal Opportunities for Your Agents
In this section, we will show you how to mine your Agents' in force book for term renewal opportunities.
Term Conversion Opportunities for Your Agents
In this section, we will show you how to identify your Agents' policies that qualify for term conversions.
Life Settlement Opportunities for Your Agents
In this section, we will show you how to identify your Agents' policies that are prospect for life settlements.
Term Conversion Expiry Date

Long Term Care Rider Opportunities for Your Agents

Paid to Date Triggers for Your Agents

bottom of page