Custom Programs

InsureNOW specializes in turnkey and customized programs for large-scale opportunities. Our Sales Assist, Tele-App Fulfillment, Consumer Marketing, and Wholesale services delivered through an integrated suite of Advisor, Consumer and Mobile App interfaces give our Custom Programs the unique ability to support any-to-every step in the insurance distribution process.

Implementation

Having implemented many customized institutional programs over the past decade, we have developed best practices that minimize disruption and maximize the efficient use of client resources for building new programs and transitioning existing ones.  All of our implementations involve a consultative approach, senior leadership, professional project management, technology integration, and comprehensive reporting.

Ongoing Relationship Management

Successful programs require strong communications to align goals and priorities as well as manage day-to-day issues and opportunities.  Our custom programs provide dedicated relationship managers who are responsible for all aspects of program oversight, including direct accountability for achieving mutually agreed-upon sales and service objectives.

Program Reporting

Whether it’s measuring financial performance, monitoring service levels or simply checking case status, our comprehensive reporting capabilities can meet any need. Systematic reports can be generated for any frequency and most data elements are available as automated feeds. Satisfaction surveys, monthly program reviews and quarterly governance meetings complete the reporting picture by providing regular feedback and forums to discuss results.