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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:

 

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.

02

DEVELOP

OID Specialist develops recommendation and reviews with you.

03

PRESENT

You and OID Specialist jointly present recommendation to your client.

04

eAPPLICATION

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

05

ROUTE

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

06

SEND

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

07

DELIVER

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

400 Hwy 169 South Suite 210 • St. Louis Park, MN 55426  |  800.633.2468  |  solutions@tcfgoid.com

Why TruChoice OID?...Because you want INSURANCE DONE RIGHT!

For Financial Professional Use Only - Not for Use with the General Public