NEAT NEWS:  March, 2020 

Practice Social Distancing by Selling Over the Phone

We wanted to make sure you heard from NEAT Management Group and knew we were thinking about you during this time.  We are “business as usual” and here to help in any way you need. We believe this is a great opportunity to reach out to your current clients and check in on them to make sure they are doing well during this time. It’s a great time to reassure them about their policies and ask for referrals of their friends, family and neighbors that might have questions about their current life or health insurance coverage. We have many carriers that can help you be successful in selling business over the phone.

Below is a List of Our Carriers Featuring Great Telesales Programs

Telesales with Voice Signature:

Telesales with Email Signature:

Carrier News:

Foresters PlanRight Final Expense

  • NEAT has a Final Expense contest running for March 1 – April 30, 2020.  Submit and place 10 apps during the contest period to win $250!
  • PlanRight Final Expense now offers a Level Preferred & Standard product.
  • Phone Health Interview – health questions are not asked during the PHI making the phone interview extremely short

Learn about Foresters Sales Support Team:

American Memorial Life

  • Effective March 16, 2020, Elite Sales Processing (ESP) started using a shorter version of the PHI cutting the time in half. Health questions are not asked during the PHI making the phone interview extremely short

United of Omaha Universal Life Express (IULE) contest running February 1 – March 31, 2020 (click to view flier)

Prosperity New Vista Final Expense is great for agents that need a carrier for Telesales & Social Security Direct Express.

NEAT Leads

  • Direct Mail Leads by the piece for $29.95
  • No excess fees
  • Final Expense & Medicare Supplement leads available
  • Never distributed leads over 60 days old available at discounted price

We’re all in this together and we’re here for you!

Great Selling!