Pinnacle Financial Services
Pinnacle Financial Services offers a wide range of insurance products and services, specializing in the senior market and providing extensive support and resources for agents.
Insurance Products
Pinnacle Financial Services offers a diverse range of insurance products catered to different needs. Their offerings include Medicare, annuities, final expense insurance, ancillary health products, life insurance, long-term care, and underage health insurance. The company specializes in the senior market, particularly providing products like Medicare, annuities, life insurance, and final expense.
Agent Resources and Support
Pinnacle Financial Services provides extensive resources and support to insurance agents. They offer agent resources, certifications, discount CE, discount E&O, new business processing, and webinars. Their Back Office Support System (BOSS) empowers agents to efficiently manage and grow their businesses. Tools such as a comprehensive quoting tool and a Medicare Toolkit assist agents in making accurate quotes and closing more sales.
Online Enrollment and Electronic Applications
Pinnacle Financial Services features a comprehensive online enrollment system for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements. Additionally, the company utilizes Firelight for electronic annuity applications, providing agents with up-to-date forms and faster processing times for client applications.
Marketing and Lead Generation Programs
Pinnacle Financial Services supports agents with a variety of marketing tools and lead generation programs to enhance their visibility and sales. Agents have access to telemarketing leads, direct mail leads, social media leads, and seminar selling. The company also provides creative services, including website assistance, logo creation, direct mailers, and digital marketing.
Compliance and Training
Pinnacle Financial Services ensures their agents adhere to industry guidelines by offering customized compliance plans and on-site assessments. Additionally, they host Pinnacle University Training, which covers product and sales topics designed to help agents grow their business and stay informed about industry trends and requirements.