Regional Broker Support

Broker Networks serviced through our platform cover more than 25 countries in Latin America, the Caribbean, and the Pacific Rim. Our Sales Managers Team is formed by highly trained and multilingual professionals, capable of supporting broker networks in every aspect of their relationship with our company and associated carriers. Sales Managers are located both in our HQ and local support offices.

IFA (Independent Financial Advisor) training:

Product conditions
Operation guidelines
KYC requirements
Underwriting requirements
Illustration systems
Online services
Client relationship management
Portfolio management
Sales aids presentations & literature
Case studies
Career plan
Miscellaneous

Other areas covered by Sales Managers include:

BFS (Broker Franchising System) guidelines
Local technology requirements
Projects monitoring & implementation
Relationship management between broker networks and areas such as Compliance, Legal & Tax, Operations, Broker Admin, Asset Management, Logistics, Marketing, Product Managers, Etc.

Carriers benefit of a centralized support center for broker networks, eliminating the need for large numbers of relationship managers and sales support assistants. In the same manner, broker networks benefit from a centralized management of their relationship with different areas of the company.