Tessa’s Admin Corner
We are your back office. We save you time and money.
Scrubbing applications is one thing; getting you paid fast is a whole other thing. You understand sales and your client’s needs. Focus on sales and we’ll take care of the rest. How much time have you wasted with basic customer service like”
- - processing withdrawals
- - changing ownership or beneficiaries
- - ordering duplicate policies
- - tracking transfers
Tessa Ralston (second from left) heads up one of the most experienced administrative teams in the industry. Their application accuracy percentage routinely nears 100%. For advisors, the benefits of working with Shurwest’s admin team are clear. “We save them countless hours they might otherwise spend on hold with the carrier,” Tessa says, “getting bounced from department to department. When they work with us, they are freed up to spend that time meeting with clients and writing new business.”
Put Tessa’s team to work for you. If you’re a Shurwest advisor with an admin question, contact Tessa today tessaralston at shurwest.com or call (800) 440-1088
Demand More From Your IMO!