Helping Professionals Provide Comprehensive Client Solutions and Strengthen Relationships

My name is Dave Purvis, and I am a veteran agent in the insurance industry. Many CPAs and business professionals call me a trusted resource. Over the last decade, I have been helping professionals serve clients better and protect client relationships using a savvy approach to professional referrals that few in the insurance world have access to. So...why do I do what I do?

Because I've walked in your shoes. I understand how overwhelming it can be to keep up with client demands for life insurance, not knowing where to refer them, and losing client relationships to other professionals. All while missing revenue opportunities.

The life insurance process can be very time-consuming:

• Getting and keeping appointments
• Getting the application submitted
• Working through underwriting
• Client follow-up for additional information
• Getting the case closed

That's when I stumbled upon the power of strategic alliances and developed a system to handle everything from the first conversation to the placed policy, keeping client relationships intact and generating real money from qualified referrals.

I understand that having a reliable referral program that lets you earn compensation while maintaining client control is paramount to your success. I understand this challenge very well, and I pledge to help you provide expert resources, do it effortlessly, and succeed beyond your wildest dreams.

If what you've read so far sounds like the missing piece — a way to serve your clients completely, keep the relationship, and get paid for the referral — I'd like to invite you to take the next step and become a Partner Alliance member.