Agent Tools

Everything
you need to
SUPPORT
Your
clients

Sales proposals

We design sales proposals for you, branded with your agency’s logo – meaning you do less work. These proposals provide you with a concise and comparative analysis to share with your clients in highlighting their best options. We also make recommendations regarding optimized limit and policy deductible selections.

24/7 Access To Client Files

With an internet connection, you can access client files anywhere in the world. You can do things like check policy information, print and/or email duplicate auto ID cards, and view property appraisal reports whenever necessary. You can also access this information on your mobile device (smart phone or tablet).

Product Training & Support

Once you’ve become an Affluence Select partner agent, you will have access to carrier marketing and training materials. In addition, you’ll have the opportunity to download training presentations and interact through periodic training webinars. We also offer you the opportunity to attend regional training meetings which qualify for continuing education credit.

Client Services

Additional

Services

For you and

your clients

Damage Remediation and
Restoration

Damage Remediation and
Restoration

Fine Art Appraisal and Conservation Services

Fine Art Appraisal and Conservation Services

Florida Windstorm and Flood Elevation Inspection Services

Florida Windstorm and Flood Elevation Inspection Services

Personal and Travel Security Services

Personal and Travel Security Services

Trip Cancellation and Medical Evacuation Services

Trip Cancellation and Medical Evacuation Services

Wine Storage and Logistics

Wine Storage and Logistics

Become A Member

Begin the partnership. Enroll today.

NEWS

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