SharpePoint helps brokers market, sell, and support their customers.
Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.
That's why risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective and unbiased recommendations to provide you with the peace of mind you seek. Our team of professionals has relationships with numerous insurance companies to cover your life insurance, long-term care, and disability insurance needs. Additionally, we specialize in income distribution planning with the use of Fixed, Indexed, and Deferred Income Annuities.
With our aging population, long-term care insurance is at the forefront of many of our clients' minds. Many factors go into the decision of whether or not to buy long term care insurance, and our experienced team assist client's with the decision making process as well as the best fit for their lifestyle.
Medicare is not nursing home insurance and does not cover long-term care.
Private medical insurance or Medicare supplement plans do not cover maintenance care.
Long-term care insurance can help manage healthcare costs and reduce the impact of inflation, while ensuring your healthcare needs, and those of loved ones, are covered well into the future.
Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.
Manage your cases
View your cases, check requirements, and chat with your case manager. Collaborate with our team to get your applications placed faster.
We've knocked down the boundaries between our case management and your team so we can share a global view of your case.
Inforce Status from Multiple Carriers in One Location
One portal to see current policy status for multiple carriers (current carriers are Lincoln, John Hancock, MetLife, and Prudential). View current beneficiaries, policy values, premium history, and status.
Receive alerts when policies near their conversion expiration or go into grace period.
Transparent Commission and Accounting
Have a commission question? First year, excess, and renewal commission schedules for all products are just a click away.
Web based accounting allows you access to commission statements and the ability to search for all commissions per policy.
Built to scale
Have sub-producers, an established agency, RIA, or broker-dealer? SharpePoint can deliver you with a global view of your brokers and their appointments, cases, commissions, and production. It's time to have a centralized, organized, and connected portal that makes your job easier.
Start by adding users and you'll be a click away from growing your agency. SharpePoint has made it easy to be compensated by allowing you the ability to setup hierarchies and delegating commission schedules.
Some of SharpePoint's advantages
ADVANCED CASE DESIGN
A dedicated sales desk, internal, and external wholesaler are ready to help you design and plan tailored solutions.
Utilize underwriting tools such as quick quotes, informal inquiries, XRAE, and BackNine's carrier relationships to deliver superior underwriting offers.
Custom branded policy reviews, fact finders, and sales presentations to deliver professional presentations.
Providing innovative products, sales support, and underwriting programs from the industries leading insurance carriers.