Client-Solution

Quick Start Guide

Fill out the form.
Choose a marketing rep and a date/time for them to call your client.
Send your client the “Client Flyer”
Now relax! Your chosen marketing rep will take it from here.
When a policy is placed, we will send you a portion of the first year commission*.

*Up to Target, as commissions are paid on the case
**The agent who intends on receiving the commission must be appointed and list on the application.**

Client Flyer

Need to Upload a Quote Form?

Insurance Type:*
- Life Insurance
- Long-Term Insurance
- Disability Insurance
State of Application*
Business Insurance:*
Agent Name+*
The agent that is referring the business to Specific Solutions. +Appointment and/or training will be required
Client Information:
Name*
First Last
Primary Phone:*
Preferred time to be called:*
- Morning
- Afternoon
- Evening
Email*
Gender:*
- Male
- Female
Which Marketing Rep would you like to use?*
Notes
Agent Acknowledge
By submitting this form, you agree to the terms for Client-Solution. You also acknowledge that the Client-Solution process has been explained to your client and that you agree your client wants to be contacted by a Specific Solutions. You also agree your client will share information as requested during the process and that all information is deemed accurate to the best of their knowledge.

Marketing Representatives

Our Unique App-Solution Program

Business Building Essentials

Client-Solution

Quick Start Guide

Client Information:

Agent Acknowledge

Marketing Representatives

Kevin Cress

AJ Long

Luke Wolanin

Adam Savard

Margaret Tomaka