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What We Do | Simplicity InsurMark

We Create Value

Long ago we evolved beyond being just a distributor of market leading annuity and life products.

Today, as an Advisor Development Organization, we offer ambitious annuity, life and wealth advisors the people, processes, and technology to build the business their life’s work deserves. And we do all of that with the over-arching goal of helping you serve your clients better.

Schedule your discovery call

Proven Process

A personalized business solution. We believe there is no “one size fits all” approach to building advisor businesses with lasting value.

As a result of our value engineering process, the advisor comes away with an action plan or “blueprint” that they, their team, and their Advisor Development Consultant work together to implement.

Force Multiplier for Ambitious Advisors

Proactive Advisor Development Consultants drive our process, working shoulder-to-shoulder with you to build your dream business. Operational support is more than table stakes – it’s a game changer. Supported by e-application, contracting, and business tracking technology, our team is more than your back office.

Market-Leading Technology

A personalized business solution. We believe there is no “one size fits all” approach to building advisor businesses with lasting value.

As a result of our value engineering process, the advisor comes away with an action plan or “blueprint” that they, their team, and their Advisor Development Consultant work together to implement.

Value Engineering

Simplicity InsurMark takes a holistic approach reviewing five key areas of your business:

  • Brand Development & Marketing
  • Communications
  • Sales & Lead Generation
  • Client Experience
  • Practice Betterment

Our proven five step process for adding value or what we call “Business Alpha” goes from Discovery to Analysis to Blueprinting to Implementing to Refining.

We also explore new arenas of growth with you including wealth management, legacy and estate planning.

Brand Development & Marketing

  • Logo Design
  • Website Development & Hosting
  • Public Relations
  • Book Co-authorship
  • Custom Presentation Development

Communications

  • Automated & Customizable Client Communications
  • Video Messaging
  • Social Media Management
  • Text Messaging Programs
  • Whiteboard Videos

Sales & Lead Generation

  • Third-Party Lead Purchase
  • Social Media
  • Digital Ads
  • Webinar/Seminar
  • Referrals (Clients/COI)
  • Digital Marketing
  • Direct Mail
  • TV/Radio

Practice Betterment

  • Business Planning Templates and Support
  • Customer Relation Management (CRM) Platform
  • Electronic Business Processing
  • Administrative & Operational Training
  • Sales Funnel Management & Metrics

Client Experience

  • Financial & Retirement Planning Software
  • Client Presentations & Collateral
  • Case Design & Illustration
  • Peer-to-Peer Best Practices

Market-Leading Technology

Hubbard is the industry’s most innovative advisor business platform.

Simplify your business. From Firelight electronic apps to Hubbard’s CRM-lite, just sit back and let technology simplify the work.

Manage your business at-a-glance with real time analytics and a business-tracking dashboard.

Grow your business with a remarkable 21st-century client experience from their first impression on MyWebsite to your digital email, personalized video and social media campaigns that run 24/7 in Catalyst.

Dominate social media with podcasting, micro-influencer and automated campaigns.

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