The Virtual Agent Program has streamlined my life insurance business. It takes most of the admin work and shifts it to my case Efinancial assistant/case manager. All I have to do is focus on prospecting and leave the back-office stuff to them!
Laney Independent Agent
Before joining the Efinancial Virtual Agent program I was not a productive agent. Without my assistant and case manager, I never had time to make sales and do all of the necessary paper work and follow up with my clients. As a part time agent, my time is extremely limited and I need it all to be making contacts with potential clients. The VA program allowed me to be a success in this business!
Abby Independent Agent
Thank you so much for your support! Efinancial has absolutely changed the way I view my practice. Only now do I see how much of my day was bogged down with paperwork and time consuming follow ups. With the help of Efinancial, I now can spend my time on what matters most… selling! I anticipate that my case volume with continue to increase and I thank you for making that possible.