Pre-Sales Support

What's the best way for me, as a retail agent, to sell this plan to my client? Can I modify the coverage? Walnut Advisory Corporation has the support in place to guide you through the sales process, every step of the way.

We provide detailed explanations of available plans, along with techniques on how to best present them to your client. While most firms need authorization to make changes, our specially trained underwriters have authority - through the special relationships we maintain with our carriers -- to amend quotes and modify terms, so you get answers quickly. And you won't wait the standard three weeks for a quote. We'll get your quote to you within three days - sometimes even the same day.

Get started on a quote right now by filling out our Acord forms . Or if you prefer, for more information about how we can help your sales efforts, contact us via e-mail or call (800) 247-1064