Financial Advisors
More policies in less time
With years of experience in the insurance industry, we understand that financial Advisors have better things to do than quizzing insurance applicants about their medical histories. That is why Pathrec takes care of this and other medical aspects of the insurance application process for you.As a result, Pathrec's Financial Advisor clients enjoy:
Increased accuracy
Increased efficiency
Better deployment
Greater certainty
No need for you to interpret medical data
Our expert staff collect the right data first time
Fewer keying errors, repeat interviews or tests
More accurate applications processed in less time
No need for embarrassing interviews with clients
You can focus on what you do best
Pathrec takes full responsibility for the data we collect
Your applicants are more and less likely to change their minds
TeleCheck handles underwriting interviews by telephone, organises any additional tests, collates and manages all applicant data, forwards applicants' files to the insurer and provides secure login for you and the insurer to track progress of the application. All you do is make a time with your client for the interview and we handle the rest.
"We've used Pathrec for 7 years and their service is excellent. They are approachable, responsive, always call back and they take care of the details. We can't fault them."
Diane Whelan
Financial Advisor
Financial Wisdom
Diane Whelan
Financial Advisor
Financial Wisdom
