InsurMark’s Operational Success Academy is designed to educate our advisors’ administrative support teams on implementing effective tools and best practices that will allow their office to run more efficiently.

We’re Focused on Your Success

Hosted virtually from the InsurMark offices in Houston, Texas, the Operational Success Academy is a valuable opportunity for your team to get to know ours.

Over the course of two days, our case managers and specialists will share valuable experience and knowledge that save your office time and create more opportunities for your business.

Our next class is March 1-2, 2022
Contact your Advisor Development Consultant or case manager for more details.

Topics covered:

  • Licensing and Contracting
  • Required Advisor Training
  • Websites
  • Life Insurance Basics
  • New Business Overview and Submission
  • Annuity Illustrations
  • E-apps
  • Paper Apps
  • Life apps
  • Pre-Submission (life & annuity)
  • Follow-up on Submitted Business (what to expect)
  • Policy Service
  • Software
  • Running the business
  • Marketing

Call your advisor development consultant at 800-752-0207 to find out how your team can attend the next event.