Service and Support
Pelican Advisory Group provides our associates with a multi-faceted support system. The support structure was created with our shared goals in mind.
CASE MANAGEMENT
Each Pelican associate is assigned an individual case manager who will review all applications, order paramedical and APSs, package and submit to carriers, manage and negotiate underwriting and provide updated status reports throughout. With an average of 20+ years of experience, Pelican case managers are in the business of making things happen…sooner rather than later. They will get your cases in and issued as fast as possible.
INVESTMENT MANAGEMENT
Whether you are a seasoned asset manager or growing this part of your practice, Pelican will help you grow your business. Our team comprises highly credentialed and experienced investment professionals who can advise our associates on individual, corporate, trust, and non-profit investment opportunities. We partitioned our Investment service areas into Financial Planning, Corporate Retirement Planning, Asset Management, and Advanced Planning, so you have access to the depth of knowledge we possess for what your clients need. Pelican’s investment management support is an available resource providing you with as much or as little support as you require to serve your clients.
UNDERWRITING ASSISTANCE
Underwriting support and negotiations are a major benefit to the Pelican associate. Our team has strong relationships with the underwriters at each carrier, and we will do everything we can to help facilitate the best underwriting class possible. We have negotiated with third-party underwriters to assist in the placement of challenging cases, and in most cases we can get it done with the power of those relationships.
ILLUSTRATION AND PRESENTATION SUPPORT
Pelican provides illustration and presentation support and helps associates with product and carrier selection. With access to so many insurance carriers, knowing where to go and how to design cases is often the determining factor on placing the business.
ONLINE ASSISTANCE
Pelican offers associates access to numerous online tools to assist in their daily business. Some of these tools include proposals/ illustrations, e-forms, e-applications, questionnaires, advanced concept tools, and a bevy of marketing collateral.
ADVANCED CASE DEVELOPMENT SUPPORT
Pelican helps its associates that have advanced cases from the initial review to research and case development through implementation. We also can provide actual in-the-field assistance when necessary. When you’re a Pelican professional, you have a team behind you.
EDUCATION TRAINING AND SUPPORT
Pelican is dedicated to providing continuous educational training and sales support. This includes access to study groups and advanced sales meetings along with numerous contact channels such as webinars, newsletters, conferences, etc.
