PenFacs places great value on our relationship with Raymond James. We understand your ecosystem. We speak your language. We also know that protecting your client’s financial future is paramount to maintaining your closely held relationships with them.
This is why we go above and beyond to make the process of insuring your clients and protecting their assets into the future as simple as possible. With deep carrier relationships, PenFacs is able to secure the best premiums on behalf of your clients and we work on behalf of you and your client every step of the way.
- Analyze GPM report
- Understand client financial goals
- Identify client risk
- Determine Insurance needs and identify best-fit products
Pre-client meeting to agree upon appropriate strategies
- Client education
- Presenting solutions
- Application completion
- Application submission
- Underwriting negotiation with Carrier
- Policy acceptance
- On-going policy review
- Continued policy maintenance
- Policy servicing
To learn more about how we can help you with your clients’ needs, schedule an appointment with a PenFacs team leader today.