How Does KFS Support Its Venture Partners and Affiliates?

The Implementation of Cutting Edge Strategies and Methods KFS is quite simply a “True Back Room”. As a matter of course, we:
  • Conduct joint interviews with the affiliated, licensed professional and prospective client
  • Develop the case strategy with the affiliated agent/agency
  • Present the suggested plan to the client WITH the affiliated professional
  • Process ALL applications and follow-up underwriting
  • Harvest and review the prospects medical records and discuss with the carriers underwriting team to insure the most favorable client outcome
  • Deliver final approved plan and products to the client with the affiliated agent/agency
  • Set and conduct review dates with client and affiliated agent/agency
  • For non-complex cases, conduct fact gathering interviews and submit plan to affiliate and/or client
  • Orient and educate affiliated agents and agencies with regard to services , products and techniques to accelerate business growth and facilitate synergies between KFS and our affiliates