Have you done your homework? Are your papers in order?

In this episode of the Advisor Mentorship Podcast, Jeremy Houser is joined by InsurMark’s very own case manager, Felicia Turner. Together they discuss the evolution of the company over the past decade while Felicia emphasizes the importance of completing product training, maintaining a balanced team, and being licensed before writing new business. 

She also discusses the process of getting funds in and dealing with carriers, staying on top of onboarding paperwork, and highlighting the need for agents to validate the client’s financials and ensure suitability. 

Felicia discusses: 

• The indispensable role of an assistant in the insurance business
  
• Knowing your clients and knowing their products 
  
• The importance of communication and collaboration between assistants and agents
  
• The positive relationships she has been able to create through her advisor network
  
• Her experience at InsurMark over the past 10 years
  
• And more
  

Connect With Felicia:

• InsurMark AMP
  
• 713-808-8523
  
• fturner@insurmark.net
  

Book Time with Jeremy Houser: 

• Schedule a Call
  

Connect with Jeremy Houser:

• 713-808-8548
  
• jhouser@insurmark.net
  
• Advisor Mentorship Program
  
• InsurMark
  
• LinkedIn: Jeremy Houser