Insurances arranged at Lloyds   (800) 975-0562 9am to 8pm CST Monday—Friday

Need assistance with implementing? Click here to schedule a call.

Implement for Current Owners

Step 1: Schedule 3 emails to send to current owners. Use email templates provided.

Step 2: Send Opt in/out form with the 3rd email to any owner who hasn’t already responded

Implement for New Owners

Step 1: Print out Quick Tips and BDM Script for those who will be talking with new owners

Step 2: Add Addendum to your management agreement packet (Very Important step)

* If you pay for the policy as part of your tiered pricing or as an enticement to do business with you, use this addendum.

Step 3: Use these marketing tools on your website