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HOW IT WORKS

INSURANCE OUTSOURCING

HOW DOES IT WORK?

In a nutshell, by utilizing TruChoice OID, you have a relationship with a go-to OID Specialist who has the knowledge and know-how to deliver custom insurance solutions without adding to your overhead costs.

 

BONUS! Your OID specialist does all the behind-the-scenes research and recommendations, so you don't have to.

 

Check out how it works:

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OUR PROCESS

PROCESS.  It matters.

Our streamlined process enables you to manage your clients' assets and protection needs while working with a dedicated team of FINRA-registered and insurance-licensed professionals.

01

SUBMIT

Submit completed Client Solution Request Form to TruChoice OID team.

Image by Glenn Carstens-Peters
02

DEVELOP

OID Specialist develops recommendation and reviews with you.

Financial Consultation
03

PRESENT

You and OID Specialist jointly present recommendation to your client.

Signing a Contract
04

eAPPLICATION

Once your client decides to move forward, application is routed electronically for signatures.

Signing a Contract
05

ROUTE

Route recommendation to RIA for review and approval, if applicable.

Business Meeting
06

SEND

OID Specialist sends application to broker-dealer and carrier for issuance.

On the Phone
07

DELIVER

Once policy is issued, you and OID specialist deliver policy to your client.

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