PLI

Owners

Goods & Services

Insurance agency services for individual insurance customers

Software as a service (SAAS) services featuring software for use in customer relationship management (CRM) and for agency management for use by agents in the insurance space

Educational services, namely, conducting in-person and online seminars, courses, and training modules for insurance agents and agencies for individual insurance customers in the individual marketplace in the field of insurance sales training and insurance product education; Career coaching and mentoring services for insurance agents and agencies for individual insurance customers in the individual marketplace; Providing on-line non-downloadable publications in the nature of an interview template for insurance agents for use in entering into contractual relationships with insurance companies; Training of Spanish-speaking persons as insurance agents

Personnel recruitment and placement of Spanish-speaking persons as life and health insurance agents; insurance marketing and sales support services for life, health, and supplementary insurance agents and agencies for individual insurance customers in the individual marketplace in the nature of providing sales leads for the insurance industry; business management consulting services for agents and agencies for individual insurance customers in the individual marketplace; human resources services featuring personnel recruiting, employee retention, career growth, and increased productivity for insurance agents and agencies for individual insurance customers in the individual marketplace; insurance contracting support and services, namely, outsourcing services in the nature of arranging service contracts for others for insurance agents and agencies for individual insurance customers in the individual marketplace.