At Vulcan Insurance Partners we understand the challenges faced by agents and advisers.

The sales process is a lot more dynamic than simply recommending a product.

Prospecting

Presenting

Fiduciary Responsibility

Issuing Business

Paid on Business

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With nearly 100 years collectively in the financial services business, we have the experience to help you through this entire process.

Cost is only a factor in the absence of value

This is common mantra for many other agencies.  Cost is the time and energy spent that should be spent working with your clients not following up on business. Tracking underwriting, transfers and commissions should never take away from you day to day operations.

At VIP we are committed to taking this burden off of your shoulders.  This will increase your efficiency and help you make more money.

Here are the common client responses to why they leave their advisors (Source: Van Kampen Consultants)

“We blame the institutions, not advisors”
“I’m waiting to hear from my advisor”

“We want to talk about our investments”

These along with some of the industry jargon is what turns off our clients and allows them to consider changing their advisor. 

Working with you and helping you understand that the words we use is critical.  Communication is the biggest challenge for advisors today.

Let us help you learn the “words that work” and support your sales process.