Our Process
We support our affiliates by working to make our sales cycles as seamless as possible. Whether it’s mapping out client options, preparing client presentations, coordinating applications, or administering policies, we do it all. Our network of affiliates relies on us for all aspects of the traditional insurance sales cycle, without any of the headaches.
Save Time
Financial Security
Transparency
Friendly Support
How do we work
We work closely with clients to provide tailored insurance solutions, guiding them through every step of the process. Our goal is to make insurance simple, convenient, and hassle-free, and we are committed to providing exceptional customer service.
Here’s how the process works
1.
A lead comes in through advisor
2.
We work with the advisor to discuss their client’s needs
3.
We explore options for the client and consult with the advisor
4.
We work with the advisor to map out a plan for the client
5.
We schedule a consultation to discuss options with client
6.
The client and advisor decide on a path forward
7.
Key Bridge coordinates underwriting or any additional steps as necessary
8.
We handle ongoing policy administration and review in coordination with the advisor