Secura Consultants Announces Revamped Consultation Process and Platinum Producer Program

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In their efforts to set the standard for quality in the income protection industry, Secura Consultants recently improved their consultation process and created a platinum producer concierge service.

Secura consultants

They're not only getting the best solutions and great service, but they're getting a team of people behind them that really believe in what they do. At the end of the day, that is Secura Consultants.

As a national leader in income protection solutions, Secura Consultants is routinely striving to be better. Recently, that meant taking the time to internally revamp the consultation process to serve clients at a deeper level and rolling out a service that fulfills the ever expanding needs of advisers - the Platinum Producer Program.

According to Secura Consultants' Vice President and Director of Consulting, Nicole Blodgett, "We're now providing a deeper level of engagement with our advisers than we ever have before. Our team essentially ingrains our consultants within an adviser's practice to help them grow the income protection portion of their business in a strategic and proactive manner." Blodgett states, "In the first few months of this new consultation process the end result is already paying off. One of our consultants identified $15,000 of first year premium because of our efforts working alongside them. Another of our producers in executive benefits wrote approximately $200,000 of new premium because our team proactively services the in force block of policies for their clients. By becoming an extension of an adviser's practice through weekly calls, training sessions, and goal setting, we are able to better fulfill their needs and protect their clients’ incomes."

In addition to further developing the consultation process, during the fourth quarter Secura Consultants created the Platinum Producer Program, a concierge service available to top clients. "The idea behind the Platinum Producer Program, and my new role as Client Experience Manager, is to assure a high level of personalized service and support for key client relationships. Whether it is scheduling a training call, creating personalized comparatives, or providing the tools they need to be successful in the marketplace, we're providing personalized, quality concierge service," said Ana Helgeson, Client Experience Manager. Helgeson officially transitioned from her role as a New Business Consultant to the Client Experience Manager in November of this year.

"Our goal as a company is to look at each client as a family member because the decisions we make have an impact on peoples' lives. The value really comes from digging in and understanding the unique nature of each client. Knowing that, we saw the need to review and revamp our consultation process, to create the Platinum Producer Program and Client Experience Manager role, to make sure we're giving 110 percent every day. We're going to go the extra mile so our advisers know there is a team of people working their case, working the client, making sure everything that needs to be done is done," said George Davidson, Chief Executive Officer. "They're not only getting the best solutions and great service, but they're getting a team of people behind them that really believe in what they do. At the end of the day, that is Secura Consultants."

About Secura Consultants

Based in the Twin Cities of Minneapolis and St. Paul, Secura Consultants is one of the few insurance marketing organizations in the country focused on delivering exemplary solutions in the income and asset protection markets as well as employer sponsored ancillary benefits. Secura Consultants works with several insurance agencies, advisers, and carriers to bridge the gap to find the best solution for the client and expedite the insurance policy purchasing process. We provide unique income solutions for unique advisers. For more information, contact Lauren Dries, Marketing Consultant, at Lauren(at)securaconsultants(dot)com or call 952-224-5400.

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