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se² and Futurity First Insurance Group Team Up to
Provide Ground-Breaking, Full Service Support for Agents Electronic
Systems Provide Efficiencies, Ease of Doing Business, Allowing
Agents to Focus on Business Growth
TOPEKA, Kansas, Oct. 27, 2011 - The most time-consuming aspects
of growing an agent's business, the administration of new business
applications and tracking of commissions, just got easier thanks to
the unique approach of se² and Futurity First Insurance
Group.
"We want our agents focused on building their businesses,
servicing their clients, and not have to worry about processing the
paperwork," said Michael Kalen, Futurity First Chief Executive
Officer.
Futurity First approached se²
about automating their process and providing a service
platform for their agents, allowing their agents to shift their
focus from paperwork to being in the field and growing their
business.
"se2's platform
enhances our service delivery for case management,
appointments/licensing and commissions processing. We're delighted
with the results and our agents are telling us that their time can
now be focused on more important
endeavors that benefit their businesses and their clients,"
continued Kalen.
"We were excited to partner with Futurity First and their
agents, who write business with 34 different carriers across
multiple product lines," said Dave Keith, se2 Chief Executive
Officer. "While their former processes were solid, they were
pulling the focus of agents into administrative details as opposed
to business growth."
Through se²'s
single-source staffing and technology approach and the company's
image and workflow management system, se2 has been able to
virtually eliminate the paper push and move everything to an
electronic platform. "We believe this is yet another example of our
se² team
listening to a client's needs and customizing a cost-effective,
creative and nimble solution," explained Keith.
The se² electronic
platform designed for Futurity First agents offers multiple
benefits:
An automated approach that pulls real-time new business status
and commission information into a single portal;
The elimination of manual document storage, instead providing an
image and workflow filing system that allows for easy information
access and retrieval;
An electronic data base management system focused on agent
license status tracking with new carriers and case management;
An expedited appointment process, allowing agents to write new
business with carriers sooner than a manual process typically
allows and eventual automated commission payouts; and,
A trained team of cost effective service professionals providing
pro-active support for agents
"This is the first time
se² has worked with an
independent marketing organization to support these functions for
agents," said Keith. "I think it's a testament to the
entrepreneurial spirit of
se2 as well as
the foresight and receptiveness of Futurity First that it's working
extremely well supporting Futurity First's agent service operations
from our se²
operations in
Topeka."
"We've seen immediate benefits through greater accuracy, speed
and real-time tracking," said Kalen. "Those benefits translate into
real business advantages as well through lower costs, higher
efficiencies and allowing agents to write more business more
frequently. Agents want to work with us because they no longer have
to worry about their cases or commissions.
se² handles it for them so
that they can focus on growing their business, and at the same
time, allow us to provide top-notch support services to our agents
in a 34 carrier environment."
About se²
se² provides business
technology and processing solutions for the financial services and
retirement planning sector.
se2 offers
service end-to-end for life and annuity processing with an
award-winning state-of-the-art technology platform and an astute
understanding of regulatory compliance issues unique and specific
to the financial services industry.
se2's life and
annuity acumen, coupled with its dedicated processing capabilities,
places it in the forefront of the business processing outsourcing
(BPO) industry. The se2
technology platform has been recognized as an
industry-leading innovation by the Computerworld Honors Program and
the CIO 100 Awards. For more information,
visit www.se2.com.
About Futurity First Insurance Group (www.futurityfirst.com)
Futurity First Insurance Group, Inc. is an
independent, nationwide insurance distribution organization
specializing in retirement income and insurance protection
solutions from leading insurance companies
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