12/02/2009 - Harris-Hersh is pleased to announce XRAE to our producers. XRAE is a web-based field underwriting tool we are adopting to give our producers the underwriting expertise to ask all of the right questions of their clients, submit the case to us electronically for evaluation, track all of your quick-quote cases and the communications related to them and receive rapid responses from us. By adopting XRAE, we are not only giving our producers a unique benefit but are also plugging our agency directly into the underwriting minds of the carriers giving us access to proprietary, unpublished rules which will enable us to give you quick-quotes based on rules to which other producers do not have access. Also, you can access XRAE from your iPhone, Blackberry, or other mobile device! With XRAE you will:
- Quote the right class up front and avoid surprises;
- Gain considerable underwriting expertise;
- Obtain quick-quotes from us that will beat the competition!
Please click here to view a quick 3 minute demo of the XRAE process.
Please call Bruce, Harold or Mark to activate your XRAE account at 847.459.8800.
Click here to use XRAE!
11/20/2009 - Harris-Hersh NAILBA Field Underwriting Guide
11/06/2009 - Capitas Policy Review
All things change with time and your client’s life insurance coverage is no different. With any financial, health or lifestyle adjustments your client may have undergone in the past few years, and considering recent industry product pricing improvements, your client’s life insurance policy may no longer be the most competitive or appropriate coverage for their needs. That is why there is The Capitas Policy Review.
The Capitas Policy Review is proprietary software developed specifically to help you help your client. The review will provide a detailed summary of your client's insurance policy. It will also analyze the policy's performance, including alternative policy options and the advantages and disadvantages of those options.
Click Here for an informative brochure about The Capitas Policy Review. To get started on a Policy Review, please compete the Policy Authorization Form and the Policy Evaluation Guide and send it to Becca Arevalo. If you'd like to learn more or would like to see a sample review, please email Becca Arevalo at becca.arevalo@capitasfinancial.com.
10/16/09 - FREE Mandatory Anti-Money Laundering Training
10/02/2009 - 