Plan Features

The following features are included with the plan.

Program Set-up

Guidance on fee and plan structure. Recommendations for accounting set-up and percent of premiums held in reserve, as well as ongoing accounting best practices.

Dedicated Training Sessions

Web-based training sessions with the option for in-store training to facilitate a fast launch of the service and ongoing support.

One Store Location

Both plans include one store location. Additional store locations can be added and access configured for management between stores for a nominal fee.

Marketing Materials

Pre-designed marketing materials to help you sell this service to your customers such as a consumer brochure and digital assets for your website.

Unlimited Logins & Accounts

Unlimited user logins and customer accounts allowing you to easily add more salespeople and customers without having to upgrade your plan.

Consulting

Assist in setting monthly and yearly goals, monthly commission and performance reports and setting up a commission schedule.

Marketing Materials

Included With Software Purchase

These marketing material have been designed to best help you sell Assurance to your customers.

  • Digital files of the Generic Brochures, Large Counter Signs, Small In-case Signs & Rate Sheet Chart
  • Digital Explainer Video for use on your website and social media
  • Digital file of the Assurance Benefits Chart
  • Lock Graphic for use on your website and social media

$399 Marketing Kit in a Box

This allows you to hit the ground running with the marketing materials you need already printed and ready to help you start selling Assurance!

  • 2 Large Promotional Counter Signs
  • 6 Small Promotional In-Case Signs
  • 5 Laminated Rate Sheets for reference to help your staff sell Assurance to customers
  • 50 Generic Brochures

$350 Custom Brochures

Want to add a little something extra that brands Assurance as your own? Get custom brochures that are designed with your contact information, logo, and in your brand’s color scheme.

  • 250 Printed Brochures
  • 2 Design Revisions
  • Digital Print Ready File, so you can get reprints yourself

$285 Generic Brochures

Don’t think 50 brochures are enough to get you started? Get 250 generic brochures so you can get the word out to all your ASAP!

  • 250 Printed Brochures
  • No Design Revisions
  • Digital Print Ready File, so you can get reprints yourself

Request a Demo Today!