Transcript Document

Increasing productivity starts with the partners you choose. At ILB, we understand the pressures, the constraints
and the opportunities our advisors have and we work to enhance their success. The ILB S.M.A.R.T. TrackTM is
our unique on-boarding program designed to accelerate your success and protect your time. Let’s get started.
www.ILBSmartTrack.com
The first phase of our process is to
quickly and efficiently get you and
your businesses on-board with
ILB. We provide resources and
guidance to make this process
fast, easy and helpful.
• Quick-Start Form
• ILB Team Contacts
• ILB Carriers
The second phase of our program
is designed to help you obtain all
the resources needed within your
initial 90 days. Covering just the
basics, this Fast Track phase
includes the essentials to place
your first case and receive your
first commission.
• Quotes and Form Request
• Getting Contracted
• Submitting New Business
• The Underwriting Process
• Your Commissions
The third phase of our program
ensures your lasting professional
enhancement. We provide robust
practice growth solutions,
communication about special ILB
products and services and more
information about how we support
advisors like you through
our online resources.
• ILB Website
• ILB Communications
• ILB Products
• Quotes and Forms “Do-It-yourself”
• Rate Class Assistance
• Drop Ticket 101
• Checking Case Status
This fourth phase of our process
contains the ongoing training and
exclusive practice resources
introduced to ILB advisors. With
a dedication to enhancing your
professional skill and broadening
your capabilities, ILB continues to
bring best practices to bear.
• Practice Growth
• F.A.S.T. App
Founded in 2009, Independent Life Brokerage is one
of the fastest-growing and most effective life insurance
brokerage firms in the country today. At ILB, our
mission is simple: to help advisors like you become
more successful by meeting your clients’ needs,
beating your competition and getting cases placed
quickly.
We understand that you trust us with your success and
we take that trust very seriously. What makes us
unique and our advisors successful is our ability to get
results by being proactive, thinking strategically and
taking ownership of your business.
We strive to make you, the advisor, even more
effective by helping you deliver increased value
to your clients.
We accomplish this by offering:
• Exceptional service
• In-depth field underwriting knowledge and support
• Access to leading sales strategies and ideas
• Fair and competitive compensation
• Timely access to important information