Do you ever wonder how some agents always manage to win clients and achieve high close ratios? Maybe they don’t sleep, maybe they have superpowers… or maybe they’re using the Disability Insurance Services co-selling program.

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How Does Co-Selling Work?

If you are a licensed disability insurance broker and you join the Disability Insurance Services network, you can take advantage of our free co-selling services. Co-selling is just like it sounds – you are paired with an experienced agent to assist with any aspect of selling disability insurance.

If you’re just starting out, you may want us to lead the sales process while you observe so you can learn from the process. As you gain experience, you may prefer to lead the sale, with us joining the appointment as a back-up to field any complex questions or objections.

Either way, we’re here to support you. What makes the DIS co-selling program uniquely awesome is the fact that it’s free. Most other wholesalers or MGAs will require you to split your commission to cover their role in co-selling. We do not.

Why Should You Consider Our Co-Selling Services?

Better Client Experiences
  • If you’re not super experienced with disability insurance, co-selling brings an added level of expertise to the appointment, ensuring that your client’s questions are thoroughly answered and that you’ve captured all the information needed for their best quoting opportunities.
Improved Closing Ratios
  • Our in-house team can help win over the most challenging prospects. We know how to overcome many common buying objections, and we can share information to instill buying confidence.
Mentorship That Helps You Grow
  • Maybe you’re new to disability insurance, or maybe you’ve been selling coverage for a while and now you’re diving into some new, niche markets. Either way, our in-house experts can provide the mentorship you need to reach new heights in your career.

How Can You Get Started with Co-Selling?

The DIS co-selling system is simple.

  • You identify the client. You can use your leads to find new clients who are interested in disability insurance, whether it’s a white-collar office worker, a blue-collar worker, a business owner, a medical resident, or any professional occupation.
  • Meet with your DIS mentor. Our in-house team of experts can work with you to figure out a winning game plan and obtain quotes.
  • Present to the client. If you need guidance, we’ve got your back. We can co-present our disability insurance solutions with you.
  • Close the sale. We’ll help you figure out a plan to get the application through to underwriting.
  • Collect the commission. We don’t charge extra for our co-selling service.

Why is Mentorship Helpful if You’re Breaking into the DI Market?

Disability insurance can be especially daunting. Even experienced insurance agents often balk at the prospect of selling paycheck protection. It’s unfortunate because workers need to protect their earning power (the most important asset) – and agents stand to gain lucrative commissions.

With DIS, you can easily cross-sell disability insurance and grow with niche programs that are often underserved because agents don’t know how to approach them. Our team of experts will help you master disability insurance. We can provide the level of support you need for as long as you need it.

Ready to Get Started?

If you would like to discuss a case, reach out to us to start a conversation.