We have a lot of new and exciting changes in store for McGill Brokerage in 2018! As you read in an earlier announcement this week, we recently moved into a new space and updated our mailing address. Behind the scenes, we have also been working on expanding our team and making significant improvements to the tools and resources we offer. Here's what's new right now:
Introducing our NEW Brokerage Sales Specialist: Sarah Lichty
McGill Brokerage is excited to announce and welcome
our newest addition, Sarah Lichty. In her role as Brokerage Sales Specialist, she will be responsible for working with our agents on finding the right products for their clients, along with helping McGill Brokerage grow.
Sarah comes to us wtih seven years of experience in the insurance industry. She graduated from Iowa State University in 2011 with a major in Marketing and a
in Mathematics. When not in the office, she enjoys spending time with her husband of five years and two fur babies, Jack & Ace. Sarah has competed in many races, including the Washington D.C. Cherry Blossom Run, and enjoys traveling and reading all genres of books.
We are thrilled to welcome Sarah to our team! You can reach her by phone at 402-398-5073, or email at firstname.lastname@example.org. Please join us in welcoming Sarah to our team.
NEW and Improved Quoting Engine and E-App!
Updated features to our Quoting Engine include:
- Now available on mobile devices
- Text or email quotes directly to the client
- Search up to 3 death benefits at once for quick comparisons
- Filter your search results by carrier, health class, table rating, riders, flat extra, or death benefit - all without having to start your search over
- Quote activity is now stored on the "My Activity" page - no need to click and save!
Updated features to our
Electronic Application /
Drop Ticket process include:
- Now only takes 2-4 minute
to complete with only legal/Part A info
- Our partner company completes the application and medical information and collects the electronic signatures
- Accelerated Underwriting available - less than one week turnaround time with possibility of no Paramed exam
- No loss of commissions
Be sure to check out all of these exciting new improvements to our quoting engine, available now on our website at https://mcgillbrokerage.com.
Stay tuned for future announcements and improvements as we continue to expand on and grow our agency to best meet your needs.
Your McGill BrokerageTeam ~