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se2 and Futurity First Insurance Group Team Up to Provide Ground-Breaking, Full-Service Support for Agents


October 27, 2011 - Topeka, KS

The most time-consuming aspects of growing an agent's business, the administration of new business applications and tracking of commissions, just got easier thanks to the unique approach of se2 and Futurity First Insurance Group.

"We want our agents focused on building their businesses, servicing their clients, and not have to worry about processing the paperwork," said Michael Kalen, Futurity First Chief Executive Officer.

Futurity First approached se2 about automating their process and providing a service platform for their agents, allowing their agents to shift their focus from paperwork to being in the field and growing their business. "se2's platform enhances our service delivery for case management, appointments/licensing and commissions processing. We're delighted with the results and our agents are telling us that their time can now be focused on more important endeavors that benefit their businesses and their clients," continued Kalen.

"We were excited to partner with Futurity First and their agents, who write business with 34 different carriers across multiple product lines," said Dave Keith, se2 Chief Executive Officer. "While their former processes were solid, they were pulling the focus of agents into administrative details as opposed to business growth."

Through se2's single-source staffing and technology approach and the company's image and workflow management system, se2 has been able to virtually eliminate the paper push and move everything to an electronic platform. "We believe this is yet another example of our se2 team listening to a client's needs and customizing a cost-effective, creative and nimble solution," explained Keith.

The se2 electronic platform designed for Futurity First agents offers multiple benefits:

  • An automated approach that pulls real-time new business status and commission information into a single portal;
  • The elimination of manual document storage, instead providing an image and workflow filing system that allows for easy information access and retrieval;
  • An electronic data base management system focused on agent license status tracking with new carriers and case management;
  • An expedited appointment process, allowing agents to write new business with carriers sooner than a manual process typically allows and eventual automated commission payouts; and,
  • A trained team of cost effective service professionals providing pro-active support for agents.

"This is the first time se2 has worked with an independent marketing organization to support these functions for agents," said Keith. "I think it's a testament to the entrepreneurial spirit of se2 as well as the foresight and receptiveness of Futurity First that it's working extremely well supporting Futurity First's agent service operations from our se2 operations in Topeka."

"We've seen immediate benefits through greater accuracy, speed and real-time tracking," said Kalen. "Those benefits translate into real business advantages as well through lower costs, higher efficiencies and allowing agents to write more business more frequently. Agents want to work with us because they no longer have to worry about their cases or commissions. se2 handles it for them so that they can focus on growing their business, and at the same time, allow us to provide top-notch support services to our agents in a 34 carrier environment."

About se2
se2 provides business technology and processing solutions for the financial services and retirement planning sector. se2 offers service end-to-end for life and annuity processing with an award-winning state-of-the-art technology platform and an astute understanding of regulatory compliance issues unique and specific to the financial services industry. se2's life and annuity acumen, coupled with its dedicated processing capabilities, places it in the forefront of the business processing outsourcing (BPO) industry. The se2 technology platform has been recognized as an industry-leading innovation by the Computerworld Honors Program and the CIO 100 Awards. For more information, visit www.se2.com.

About Futurity First Insurance Group (www.futurityfirst.com)
Futurity First Insurance Group, Inc. is an independent, nationwide insurance distribution organization specializing in retirement income and insurance protection solutions from leading insurance companies.

For more information:
Michel' Cole
(785) 438-3396
se2
Email Contact

Susan B. Chanley
(781) 587-0115
Futurity First Insurance Group
Email Contact

MarketWire

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