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Life, Annuity, LTCI & DI

Case Management Corner
By Jennifer Clow, Brokerage Case Manager

Imaging sounds pretty technical and difficult, and to be sure it can be; but here at Resource Brokerage, we’re making it easy for our brokers to be at the forefront of technology. As most of our customers already know, technology is a key part of the value-added services we bring to the marketplace and enables us to edge our competition and dramatically reduce turnaround times. How can we extend those benefits to you? With almost all of your New Business for Life, LTCI, and DI, simply fax or scan and email your documents, no need to bother sending us the hard copies (other than CHECKS.) If you don’t have a scanner, simply mail us hard copies for processing, we’ll scan them for you. If you’d like imaged copies, just let us know, and we’ll email them back to you using our secured delivery email system.

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