Profit Participation

We work in partnership to offer preferred rates to your members, giving them the value that they demand and service they’ll love.  Good value and great service helps build membership retention.

We offer simple profit models allowing membership organizations to build loyalty while growing revenue in service to their membership.

Dramatic Sales Improvement

We’ve seen a 2x - 3x sales improvement when using specialists to sell these products versus generalist customer service representatives. These are complex products, and specialists are needed to best educate customers on the benefits, and handle their concerns and questions.

Consumers typically buy multiple financial protection products at time of purchase, opening up the opportunity to save significant money, while offering strong earnings potential for the member organization.


Contracted Selling

  • We offer financial protection products sold through our highly trained specialists, and then offer follow-up service that helps assure member retention.

  • We service all follow-up questions, and orchestrate escalations if they occur. The administrator of the agreement handles claims.

  • On a typical service contract, member organizations may yield $200 - $300 in revenue, depending on terms and pricing. Additional product sales can increase overall revenue to member organization.

    Moderate sized clubs can see close to $1 million in overall revenue per year through higher penetration and slightly lower revenue per contract.


Your Selling Team

  • We help train your team so they are proficient at selling these financial products. We custom design the product portfolio and provide sales tools and customer sales collateral. This will yield moderate penetration rates, because these sales agents are not specialists for these products. This will be counterbalanced with higher per contract earnings by the Member Organization.

  • We service all follow-up questions, and orchestrate escalations if they occur. The administrator of the agreement handles claims.

  • In-house sales teams can earn more per service contract up to $700, depending on terms and pricing.  

    With lower penetration, higher fees per transaction can add up to a revenue picture for this model of selling delivering close to $1 million in revenue per year depending on sales team and client base sizes.


Get in touch with us to set up a consultation at the Contact Us page.