Paragon provides the direction to enable Advisors to do more, get in front of prospects and find new opportunities. Paragon can help Advisor gain more leads and improve cash flow to help release the stresses of running day to day.
Yay! Your prospect became a client and is on their way to planning ahead with a tax-smart perspective.
The first weeks after landing a new client are crucial and set the stage for your working relationship. With Paragon, you don’t have to worry about the additional paperwork requirements and other case deliverables.
We’re here to help make the client onboarding process simple and efficient so your policy issues as soon as possible. At Paragon, we:
At any given time, you can follow up on the status of your cases using Paragon Secure Cloud. This proprietary, secure environment lets you:
We know life insurance has a lot of moving pieces. Whether you’re transitioning into the life insurance market or a veteran of the industry, we’re here to help.
In fact, we have a 4.3-week average life case turnaround time!
Here’s a high-level overview of how we turn around apps and other paperwork.
We encourage you to have a member of our advisory support team function as your assistant to complete an e-app with you and your client. All you have to do is ask!