Being a senior staff member of OAKTREE Brokerage for more than 10 years has allowed me to assist agents in every way imaginable. One aspect I always struggled with was why agents seem to have so much trouble with the application process~ I mean really~ how hard could it really be?
Then I wrote my first case~ and it all made sense. There were forms to be signed, exams and APS to be ordered and then of course the case management and anything extra the underwriter might want (and we all know they are going to "want" something). Luckily for me and you, OAKTREE formed a Brokerage Services team. Sure, I still have to actually help myself but, I have a dedicated case management team to help me. Once I submit my application, they do an initial scrubbing and let me know of any missed items, order an exam when needed and provide me with regular case statuses. This type of support has helped me to place ALL of my cases within 4-5 weeks (even a LTC application). What does this ultimately mean for me? It means I can spend more of my time selling!
