Our Services

Think different. Sell DI.

One-On-One Coaching

Our diCoaches will help you find the right products and design cases to ensure your clients receive the best possible solution for their needs. We use multiple insurance carriers for both disability and critical illness products, so you’ll have multiple options to present clients. Regardless of what the competition shows, you will have a proposal that allows you to compete for and win the case.

Our diBrokerWest Sales Reps, diCoaches and Support Staff will help you with every step of the process including:

  • Submitting a quote request on-line.
  • Pre-qualifying your client.
  • Determining a choice of carriers and products to present.
  • Help with point of sale.
  • Completing the application.
  • Keeping you updated on where we are in the underwriting process of your client’s application.

Training Seminars/Sales Support

  • Proper use of disability and long-term care insurance within a financial plan.
  • Business disability insurance products and proper use within a business continuation plan.
  • Disability insurance guarantee issue programs.
  • Customized large-case design for both long-term care and disability insurance.
  • Cross-selling opportunities with disability and long-term care insurance.
  • Understanding the tax consequences of disability and long-term care insurance products.
  • How to market the individual/group combo.
  • Long-term care insurance in the workplace.
  • Long-term care as a supplement to or a replacement for traditional disability insurance.
  • New business processing and underwriting follow-up.
  • Contracting and licensing.
  • Policy service relating to inforce business.
  • Underwriting and issue procedures.
  • Weekly status updates emailed to you on cases in underwriting.
  • Download all necessary forms as well as marketing material from our website