Who We Are:
Insurance Agency Services (IAS) provides Retention as a Service (RaaS) for Medicare distributors, encompassing customer engagement, quality control, and CMS compliance. With a track record of serving over 30,000 policies originated by more than a dozen brokers of Medicare Supplement and Medicare Advantage policies, we ensure the optimal plan fit for policyholders.
Our company operates as the retention arm of Insurety Capital, a specialty finance company that offers cash upfront for future commissions from Medicare agencies every week.
Why Outsource Retention to Us?
- Reduction of Churn: An agency with 10,000 members facing a 20% annual churn rate could lose nearly half a million dollars in commissions in just one year.
- Improved Persistency: Every point of improvement in agency persistency equates to approximately $700,000 in additional lifetime commissions.
- Core Focus: Allow us to handle the retention aspects while you concentrate on writing new business.
- Streamlined Operations: Save on time, technology, infrastructure, and HR investments by outsourcing your retention needs to us.
- Easy Scalability: Effortlessly scale your retention efforts based on volume-based demand.
Our Services:
- Retention Campaign Elements: We implement a robust and strategically timed campaign involving phone calls, emails, and other actions to keep your policyholders engaged and satisfied with their plan choices.
- Added-Value Benefits: Our services extend to Scopes of Appointment, Third-party Verifications, Health Risk Assessments, and Ancillary product sales.
How We Handle New Business Opportunities:
We collaborate with you and the policyholder to direct sales opportunities back to your agency, ensuring a seamless transition and a continued stream of new business.
How to Get Started:
Getting started is a simple process! For pricing details and to initiate your partnership with us, please contact J.R. Zirkelbach at jzirkelbach@insuretycapital.com or call 603-714-3039.