Compliance Check 1-800-506-4225

 

 

Straight answers to your Questions.

If you have a question, we are happy to provide an answer. Following are a few of the most common questions agents ask us when trying to decide if the Compliance Check program makes sense for their agency.

Q - Is this available in my area?

A - Maybe. Some Compliance Check agencies have purchased exclusive rights to particular areas. Therefore, in some parts of the country, Compliance Check is not available. Please contact us for availability.

Q - Why is there so little on this web site?

A - Strange isn't it? While we want to sign up new agencies, we don't know who you are just yet and as some of the agencies we work with have exclusive arrangements with us, we can’t just put our product out there for everyone to see. The purpose of this site is simply to offer a brief overview and provide you with contact information. If you are in an open territory, we will be happy to show you some of the material that Compliance Check agents use, tell you more about how the program works and even allow you to attend a training session so that you may see for yourself what Compliance Check is all about.

Q - I only sell P&C - or - I only sell Benefits, do I have to learn everything?

A - We are teaching you to become a trusted advisor and business partner; we don’t feel someone should limit the way they help their clients or prospects solely on the types of coverage they sell.   That said, you choose which modules you present to your clients and prospects. If you aren’t comfortable with something, you don’t have to use it.

Q - This seems as though it would be great for P&C agents but I only sell Benefits - or - This seems as though it would be great for Benefits agents but I only sell P&C.

A - It doesn't really matter what you are selling, you still need to develop relationships with prospects if you want to turn them into clients. Compliance Check provides a great way to do that. In reality, about 50% of our agencies sell both Property & Casualty and Employee Benefits while about another 25% exclusively sell Employee Benefits with the final 25% only selling P&C.

Q - What is included in the program?

A - Your annual license fee covers the right to use our intellectual property, customized material, web site access, newsletters, CD's and DVD's, updates and access to our staff for any questions that may arise while using our program.

Q - Can I purchase only the specific modules that I want?

A - No.  The Compliance Check program is only licensed in its entirety.  The modules are all closely interrelated; you need access to everything to make use of the program.

Q - Are you the same people who have sent me all of those postcards and mailers?

A - Probably. One of the things we teach our clients is the importance of marketing and keeping yourself in front of your prospects. As we can’t physically be at your door, we are in your mailbox.  We believe in practicing what we preach, which is also why we allow agents in open territories to attend one of our training sessions at no charge and with no commitment so that they can determine if our program makes sense for them. We could be wrong but we aren't aware of any insurance agency consulting firm or value added service geared towards insurance agencies that markets as heavily as we do. We really believe in marketing. It works for us, it works for the agencies that we work with and it can work for you.

Q - Will this teach me insurance?

A - While we teach some of the intricacies and applications of insurance polices as they relate to Federal law and risk management, we are not an insurance school.

Q - I just tried using your "Client Login" button and it didn't work, what's wrong?

A - Are you a client? If so, we may need to update our records so that our system recognizes you and takes you to the login screen. If you aren't a client, this login is well, only for clients. It takes our clients to a separate private web site where they can access their agency's Compliance Check materials and online training.

Q - Why do I have to attend training? I am pretty smart I can figure it out on my own.

A - It would be unwise to provide you with material and information without teaching you how to use it.  Without the training, it just becomes "stuff" which could be used improperly and create additional liability for you. 

Q - This is an online service, right?

A - While we do have web sites and provide you with material, training and support via the internet, we are not a link to add to your web site.  All of the Compliance Check information that you provide to your clients comes from you, the agent, directly to your clients. You can’t build a relationship with a web site; you have to do that face to face with your clients and prospects.

Q - Is this a service you provide to my clients directly or do I do it?

A - We are teaching the value of differentiating yourself from the competition and making yourself and your agency so valuable that a prospect has no logical choice but to make YOU their agent.  If someone else inserts themselves between you and your prospect, who is building the relationship?

Q - I have heard about your Test Drive program which allows agents to attend a course at no charge and with no commitment. Surely, there is some catch?

A - It is unfortunate that in today's world, people are afraid of a good offer. Agents who attend a class under our Test Drive program sit in the same class with our existing clients, receive the same materials, the same CD's and DVD's and unless you tell the other attendees that you aren't already a client, they would have no way of knowing. We don't separate you out for a sales pitch or ask you to sign a non disclosure agreement. There isn't a bill that shows up in your mailbox when the class is over. When we say no charge and no commitment, we actually mean it. The only costs for you are your travel expenses associated with visiting us in St. Petersburg, FL or South Bend, IN.

Q - How do I get more information?

A - Give us a call and we will be happy to mail you more stuff and give you an overview of the program.  We are also happy to answer any and all questions from agents in open territories and demonstrate the online tools that you will be using as a Compliance Check agent.

 

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