Next Level Loan Officers

How Your Insurance Agent Can Benefit Your Mortgage Business

May 05, 2021 Next Level Loan Officers Season 1 Episode 110
Next Level Loan Officers
How Your Insurance Agent Can Benefit Your Mortgage Business
Chapters
Next Level Loan Officers
How Your Insurance Agent Can Benefit Your Mortgage Business
May 05, 2021 Season 1 Episode 110
Next Level Loan Officers

On this episode Brett May joins Kenneth to discuss how insurance can be a value add to your process. Kenneth will talk about having the right insurance partner opens more channels to provide value and create a seamless experience above what your competition does. 

Quotes:

“If you’re giving them quality service and referring them to high level people, that makes you look a lot better.”

“We always get an insurance quote for our clients.”

“One of the worst things for a client is to end up with bad insurance.”

“Having a good insurance partner allows you to offer more savings other than rate.”

Key takeaways

Look at insurance as way to add value in your process by saving your clients more money.  

Insurance is a relationship that you want to invest in. 

When you partner with an agent you need to make them part of the loan process to create a seamless experience. 

Insurance should be about education so that you clients are better informed to make the right decision. 

Links:

Next Level Loan Officers - www.BecomeNL.com

Loan Officer Events - loanofficerevents.com

Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h 

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/

Text the word: nextlevel to 36260 to download our app

Show Notes

On this episode Brett May joins Kenneth to discuss how insurance can be a value add to your process. Kenneth will talk about having the right insurance partner opens more channels to provide value and create a seamless experience above what your competition does. 

Quotes:

“If you’re giving them quality service and referring them to high level people, that makes you look a lot better.”

“We always get an insurance quote for our clients.”

“One of the worst things for a client is to end up with bad insurance.”

“Having a good insurance partner allows you to offer more savings other than rate.”

Key takeaways

Look at insurance as way to add value in your process by saving your clients more money.  

Insurance is a relationship that you want to invest in. 

When you partner with an agent you need to make them part of the loan process to create a seamless experience. 

Insurance should be about education so that you clients are better informed to make the right decision. 

Links:

Next Level Loan Officers - www.BecomeNL.com

Loan Officer Events - loanofficerevents.com

Next Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h 

Social Media:

Facebook - https://www.facebook.com/NextLevelLoanOfficers/

YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ

LinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/

Text the word: nextlevel to 36260 to download our app