Trite and tired business proverbs will no longer power commerce in today’s competitive climate. Vertical Vision provides personalized sales and marketing support to independent insurance agents who are ready to edge out the competition. With experienced sales coaches and a marketing team of talented professionals, V2 is devoted uniquely prepared to provide you the keys that open new doors to new business.

Customized Sales Support

Insurance products are often complicated policies that intimidate consumers. At V2, our years of experience and expertise in product development allow us to assess the cost, strengths, features and benefits of an array of insurance products so we may guide you in matching them with your clients’ individual needs.

V2’s powerful, income-generating annuities – and our competitive Life and LTC products – give independent agents a selection of proven commodities appealing to clients all across America. We have the experience to help you:

  • Analyze your clients’ needs
  • Recommend intelligent solutions
  • Create marketing and sales material
  • Complete contracting paperwork and applications
Sales Accelerators

V2 offers an incredible variety of tools to help you better serve your clients, such as our proprietary rate-illustration software, Annuity Rate Watch, that helps select the best products for each client. Annuity Rate Watch compares fixed and indexed annuities with product-specific accuracy, based on documented data back to 1950.

Comprehensive Back-Office Support

We can accelerate your turnaround for both new and in-force business. Once written and submitted, V2 will review policies for:

  • Completeness: If your case needs additional information, we’ll obtain it through follow-up and provide it to the appropriate source
  • Expedient Processing: We monitor each case to ensure all funds get to each carrier quickly, and we provide confirmation each policy has been issued
  • Suitability: If questions arise regarding case structure, we’ll provide the needed information to the insurance company.

V2‘s mission is to verify your commissions are processed and paid in a timely manner. If issues arise, V2 will identify and bring to resolution all concerns. The goal of V2’s back-office is to provide you the rarest of all workplace luxuries: time.

Customized Marketing Support

The V2 marketing team has the talent and tools to develop customized marketing programs for your self-designed and personally defined needs and goals. To amplify your stream of prospects, we provide current and viable lead-generation programs, based on your preferred prospecting method: direct mail, seminars, appointment-setting or even a platform unique to your geographical market.

An Industry-Standard Reimbursement Plan

An independent agent’s marketing budget it dependent income and reimbursements. V2’s monthly reimbursement plan is aggressively simple: unlike other IMOs, V2 doesn’t press for receipts as a prerequisite for payment. We’ll aggregate your production – regardless of carrier – and you reap the rewards. Our premise is simple: we provide you the marketing dollars you’ve earned.

The Power of Contracting With V2

Just for appointing with V2, you’ll receive free life leads! We’ll also provide you:

  • V2’s full library of prospecting materials, such as time-tested phone scripts and “best practices”
  • Ongoing sales support from an experienced marketing team
  • Client-educating software from Annuity Rate Watch
  • Exclusive access to our Marketing-Max materials: customizable postcards, mailers, print ads and flyers, targeted to your preferred audience

The only thing required of you is to schedule an appointment.

Quick Access to Qualified Leads

Once, having contracted with Vertical Vision, you’ve issued your first $100,000 in business*, you’ll receive your choice of 10 pre-qualified leads or a customized marketing package, including a website and business cards.

*Certain carriers and products are excluded. Please confirm eligibility with your sales coach.

Generous Quarterly Bonuses

V2 reward results. If you issue as little as $300,000 within a quarter, you may choose from a variety of quarterly bonuses including:

  • Qualified Leads
  • Direct mail
  • Seminar kits and invitations
  • Personalized website
  • Retirement-planning software
  • Become a Contributor on a Best-Selling Book