Skip to content

Questions? Give us a call! Local: 727-579-9956 / Toll Free: 800-329-5799     

Support

Systems

Smooth Sailing Support

Being an independent agent and/or registered representative is great, but it doesn’t mean you are on your own. Our staff and support systems provide a luxury experience – from your initial onboarding to the final step of issuing every application, and everything in-between – we are dedicated to keeping your business operating smoothly.

Onboarding

Other than filling out your personal information once, our staff handles virtually all of the administrative tasks involved with getting you onboarded.

Untitled design (51)

Onboarding is quick, with most writing numbers coming back within 5 – 7 days

Looking to change agencies and advance your career? Our experts are trained to ensure the experience feels more like a promotion than a career change.

Growth

Ongoing Advancement

We understand that as your business grows, your goals constantly evolve and new ambitions become fueled by success. For that reason, we have easy-to-follow empowerment tools to help you reach industry respected milestones.

Open an Agency

Open an Agency

Build a Team

Build a Team

Become a Financial Advisor

Become a Financial Advisor

Growth

Ongoing Advancement

We understand that as your business grows, your goals constantly evolve and new ambitions become fueled by success. For that reason, we have easy-to-follow empowerment tools to help you reach industry respected milestones.

Open an Agency

Open an Agency

Build a Team

Build a Team

Become a Financial Advisor

Become a Financial Advisor

Case Design

Save time in the field

Whether you’re busy at home, driving to an appointment, or even sitting with a prospect, our case design experts are here to help you with all your case design needs, freeing up valuable time and unneeded stress.

Quick    Quotes

Call us for quick quote pricing across all lines of business, or download our mobile quoting app for even quicker access

Quick Quotes

Call us for quick quote pricing across all lines of business, or download our mobile quoting app for even quicker access

Product Illustrations

We will run your Universal Life (UL), Indexed Universal Life (IUL) and Annuity illustrations

Illustrations

We will run your Universal Life (UL), Indexed Universal Life (IUL) and Annuity illustrations

Advanced Markets

Need help with a big case? We can help whether in-field or over the phone!

Quick    Quotes

Call us for quick quote pricing across all lines of business, or download our mobile quoting app for even quicker access

Quick Quotes

Call us for quick quote pricing across all lines of business, or download our mobile quoting app for even quicker access

Product Illustrations

We will run your Universal Life (UL), Indexed Universal Life (IUL) and Annuity illustrations

Illustrations

We will run your Universal Life (UL), Indexed Universal Life (IUL) and Annuity illustrations

Advanced Markets

Need help with a big case? We can help whether in-field or over the phone!

New Business

Service You Can Rely on

Our new business team works as your personal assistant to make sure you get all pending requirements in order so that your business issues and you get paid!

We scrub your apps prior to submission to make sure there are no errors or inconsistencies.

App Scrubbing

We scrub your apps prior to submission to make sure there are no errors or inconsistencies.
We schedule required exams and parameds as well as facilitate transfer of funds and physician medical record requests.

Scheduling Assistance

We schedule required exams and parameds as well as facilitate transfer of funds and physician medical record requests.
We coordinate and act as a liaison for all your pending case requirements.

Case Management

We coordinate and act as a liaison for all your pending case requirements.
We scrub your apps prior to submission to make sure there are no errors or inconsistencies.

App Scrubbing

We scrub your apps prior to submission to make sure there are no errors or inconsistencies.
We schedule required exams and parameds as well as facilitate transfer of funds and physician medical record requests.

Scheduling Assistance

We schedule required exams and parameds as well as facilitate transfer of funds and physician medical record requests.
We coordinate and act as a liaison for all your pending case requirements.

Case Management

We coordinate and act as a liaison for all your pending case requirements.

10,000+ Agent’s Can’t Be Wrong

Interested to learn more about our services and support? Click below to fill out our contact form and a member of our team will reach out to you to answer all your questions.

Need help now? Give us a call at 800-329-5799

people-1

Copyrights © 2021 PIMSCO. All Rights Reserved.