in the land.
Features:
• All programs are private labeled to give look and feel of an in house service.
• Trusted Advisor Platform to allow agent initiated sales in a face to
face or telephone consultative sales environment.
• Trusted Advisor Platform allows two ways to submit the cases
1. Quick Assist – This allows the advisor to identify those interested
in receiving information on rates and how to obtain the best policy on
the market. Quick Life offers a life insurance buying service to match
individuals with the best policy for their unique set of
circumstances.
2. Electronic Application – This allows advisors to give quick and
accurate rates, select policies from a list of what the market has to
offer, complete the application and submit it without obtaining
signatures or bothering with the details of the paramed exam.
• Consumer Interface - the consumer interface allows users to shop for
the best policy available based on their unique set of circumstances.
Differentiating Factors…What makes Quick Life Unique?
• Quick Life is a multi-carrier platform. Offering the "best of class"
carriers in the term life insurance marketplace, a multi-carrier
platform reduces your liability as it relates to suitability and
offering the client the best product for their needs.
• The financial model is Revenue Share. No fees or out of pocket
expenses for processing before revenue is generated.
• Marketing Support. Quick Life has recently launched its Playbook
called, "How to Win at Quick Life." It is a compilation of best
practices including sample letters, emails, professionally designed
ads, sales contests, tracking mechanisms and more. We will share,
guide and administer a "Flight Plan" we create together.
• The Quick Assist. With Quick Life an advisor can identify a
candidate for life insurance, engage that candidate with the life
insurance experts at Quick Life and be done. No rate classification
questions from the client, no awkward medical questions to ask and no
paperwork to handle. Send the client to your life insurance experts
and the Financial Advisor is done.
• Quick Life offers the combination of an Advisor portal and a full
service consumer interface.
• Quick Life focuses on determining accurate rates up front to ensure
higher placement ratios and a better customer experience.
• Electronic Applications make data entry faster and more accurate.
This reduces issues in underwriting and administration set up on each
case which makes the entire process faster.
• Quick Life offers the best of both worlds when it comes to quickly
issued, simplified life insurance products and the lowest cost, fully
underwritten ones. Both are good; alone each ignores a segment of the
marketplace and together they make a complete package that allows you
to offers the clients the best product for their individual leads.
• Extreme Case management:
o Case Management, The Old Way = If additional information/forms are
needed, the carrier posts the case status on their website. The Agent
logs into the carriers' website to check the case status each week (at
best) and proceeds with chasing the client for the required signatures
or forms.
o Extreme Case Management, The Quick Life Way = After the carrier
flags the case status, the information is automatically streamed into
the Quick Life system (in real time) and our team can immediately
begin chasing the client. The Agent is not bothered with this issue.
Insurance Company Partners
Lincoln Financial Group
• A.M. Best rated A+ (Superior)
• Over 100 years of claim paying experience
• More than $180 Billion in Assets
ING
• A.M. Best rated A (Excellent)
• Over 120 years of claim paying experience
• $1,859 Billion in Global Assets
Transamerica
• A.M. Best rated A (Excellent)
• Over 100 years of claims paying experience
• More than $120 Billion in Assets
American General Life
• A.M. Best rated A (Excellent)
• Over 110 years of claims paying experience
• More than $34 billion in assets
West Coast Life
• A.M. Best rated A+ (Superior)
• Over 100 years of claims paying experience
• More than $100 Billion in assets
Genworth
• A.M. Best rated A (Excellent)
• Over 50 years claims paying experience
• More than $34 Billion in assets
Fidelity Life
• A.M. Best rated A- (Excellent)
• Fully Underwritten / Rapid Issue Products
About Quick Life
The Quick Life Center is a joint venture among successful
organizations in the insurance industry. The objective is to provide
the very best platform for selling and processing life insurance.
To unleash the full potential of selling life insurance in high
volumes, several high-profile industry groups have pooled their
collective strengths and financial muscle to form the Quick Life
Center (QLC.)
• The Leaders Group. Headquartered in Littleton CO, The Leaders Group
is an association of seventy life independent insurance agencies
located across the nation. The Leaders Group is life licensed in all
fifty (50) states and the District of Columbia and currently processes
between twenty thousand (20,000) and twenty-two thousand (22,000) life
insurance application and commission transactions per month. The
Leaders Group is aligned as the broker/dealer to Capitas Financial
which represents approximately twelve thousand (12,000) independent
life agents and twenty-eight thousand independent and institutional
financial advisors (such as Wachovia/Raymond James, UBS, H & R Block,
Oppenheimer, etc.)
• InsuranceOnly (IO). Headquartered in Denver CO, InsuranceOnly is a
national life brokerage general agency specializing the direct
(on-line and by phone) placement of life insurance. Serving well over
500,000 clients since its founding in 1988, InsuranceOnly is licensed
and appointed with the nation's leading and highest rated life
insurers which offer direct marketed products. A key component of
IO's success has been its ability to quickly and efficiently follow-up
on additional underwriting requirements and to keep producers and
applications informed through its proprietary software system known as
"LeadBoss."
• Hales and Company, Inc. Founded in 1972 and headquartered in New
York, with offices in major cities across the nation, Hales and
Company is an investment banking and merger and acquisition advisory
service specializing in the distribution segment (retail and wholesale
brokerage) of the insurance industry. Acquired by its management from
Arch in late 2004, Hales has led the nation in both deal value – over
$1.8 billion – and numbers of transactions – over 80 – over the past
four years.
The Quick Life Center brings together five of the main ingredients
needed to be successful in this business.
• Technology – Quick Life uses state of the art technology to process
today's fully underwritten business as efficiently as any organization
in the world. In addition, we have the technology to gather third
party health information and develop true "Straight Through Processes"
with life insurance carriers. This process will revolutionize how life
insurance is sold to the vast middle market.
• Process – we manage it daily…like animals. It's all about the
process and refining and streamlining that process as technology
advances.
• Management – Experience and Accountability. Managers of this
operation have been working in this niche for more than 10 years. They
have product, process, system and IT expertise; call center operations
experience and the ability to manage people.
• Passion – in this case, the passion to serve families with an easier
way to buy life insurance.
• Capital – The company is financially sound.
The process of quoting, applying and issuing affordable term life
insurance as quickly as possible using fully underwritten and now
simplified issue products is what Quick Life is all about.
David R. Wickersham
CEO
David R. Wickersham is the CEO of the Quick Life Center, and Owner,
President, and CEO of The Leaders Group, Inc. The Leaders Group is an
independent broker dealer specializing in Variable Life Insurance.
Prior to starting The Leaders Group, Mr. Wickersham was a founder and
served as Executive Vice President of D.E. Frey & Company, Inc., an
Independent "wire house" broker dealer, where he ran the sales and
product marketing for 6 years. He started his securities career with
E. F. Hutton Financial Services, subsequently E. F. Hutton and
Shearson Lehman Hutton, as a stockbroker, life insurance specialist
and branch manager. He was also an underwriter with State Farm
Insurance Company and a college football coach.
Mr. Wickersham received his BA from the University of Northern
Colorado and is a Certified Financial Planner (CFP).
Patrick Wedeking
President
Pat Wedeking is the President of the Quick Life Center. He is an
alumnus of Florida State University where he obtained his Bachelor's
Degrees in Marketing and International Business. A life-long golf
enthusiast and athlete, he worked as a golf professional for several
years before meeting a fellow golfer who worked in the life insurance
business. Subsequent to this new professional relationship, Pat began
his career in the life insurance industry in 1992, following the
legacy of his father who had been President of two life insurance
companies.
During his first year, Pat was the recipient of the Franklin Life
Rookie of the Year award, and was accepted into the elite National
Marketing Leadership Program. This initial success drove Pat's next 10
years of sales and financial planning face to face with customers. Pat
would later turn his focus to direct response business in the life
insurance industry.
In 1998 Pat and his brother Mike started InsuranceOnly, a direct
response life insurance company that, within the first 5 years,
developed into a multi-million dollar venture; receiving recognition
as one of the Top 100 Fastest Growing Companies in the Puget Sound, WA
area.
Capitalizing on the support and security of InsuranceOnly and striving
to better his industry, Pat became the founding President of the Life
Insurance Direct Marketing Association (LIDMA.org.)
In early 2008, InsuranceOnly became a partner in a second successful
life insurance venture and Pat was named President of the Quick Life
Center.
Pat enjoys golf, skiing, and spending time with his beautiful family;
his wife, Sabre, and their two young children, Stone and Lauren.
Travis Phillips
Chief Operations Officer
A Colorado native, Travis Phillips graduated from the University of
Colorado at Boulder with a Bachelor's of Science degree in Business
Administration. His professional career has included over 15 years of
experience in business development in the insurance and e-commerce
industries. Travis is confident, articulate, and passionate about
increasing and maintaining win-win business relationships.
In the early 1990's, Travis helped build a Stock Market research firm
and lead the company in revolutionizing the financial industry by
utilizing one of the first online financial web portals. The company
specialized in developing private branded web portals for media
outlets including The Boston Globe, The New York Times, and The Denver
Post. He later became the Director of Business Development for CNET
Networks Inc., a top 10 web portal. Travis spent his time at CNET
working in the News.com division building business and developing
customized tools for investors.
In 2002, Travis founded Direct Response Financial and became a highly
successful direct marketer of life insurance. In 2006, Travis merged
Direct Response Financial with Pat Wedeking's InsuranceOnly; a fusion
that would develop into the Quick Life Center.
Travis enjoys Colorado Buffalo Football, skiing, and golf; but most
importantly he loves spending time with his wife, LaVonne, and their
two sons, Logan and Chase.
Posts
No comments:
Post a Comment