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.
