Life Products
This life product expires after so many years and is convertible to a permanent product
Term life insurance
This team goes out and does an inspection of the property and takes more in-depth photos for the underwriters to review 30+ days after you bind the new business.
JMI Inspections
This discount provides 10% savings just for signing up and can provide up to 50% total after 90 days.
Driveology
This electronic tool in CRM allows you to log information in CRM during the stage in which you are gathering information from the client. There is also a paper version of this available in homefield.
Discover Information
This team is a dedicated resource available to you for opinions / trainings on life insurance and annuity products
Just in Time team
This life product is designed to replace the monthly income and provides $20,000 up front to handle final expenses.
Income Guard
As of June 1st 2024, these two types of roofs require a receipt or a roofing invoice for workflow.
UL Class 3 and UL Class 4
This discount on a PC policy comes into play when the client is approved for and purchases life insurance or an annuity
Financial Service Discount
This CRM tool gives you a nice, formal presentation on the quote you built and is MUCH better than the quote summary out of P3.
1939
These are the five length options for the choice term product.
10, 15, 20, 30 years and to age 65
$5,000
In order to qualify for this discount, the driver must not have any disqualifying claims / convictions and must be younger than 25 years old.
Safe Young Driver
This rider is automatically applied to every life policy
Living Benefit Rider
This discount is for 55+ year olds and is now only a 4-hour course, as compared to what used to be 8 hours. It provides a __% discount.
Accident Prevention Course, 10%
The notification that notifies you of a client who is potentially shopping is apart of this program
Triggered Retention Program
This is where you can go to find the company definitions of many things in P3 such as "work" use on a vehicle, safe young driver eligibility, non-acceptable factors, umbrella driver history surcharge, and many more.
P3 MN Underwriting Manual
For homes built pre-1941, we have to mark them as ____________ _____________ in 360 and P3. The loss settlement will then be ______ cost in P3.
Functional Replacement. Repair Cost.
FBFS writes personal line products in _ states and life products in _ states (bonus points if you can name each state)
8 PL, 13 Life