The Caregiving Reality: Stories from the Front Lines

In her role as Vice President of Sales, Holly is responsible for coordinating a wide array of strategic initiatives to propel our company forward. From devising and implementing innovative sales strategies to fostering team motivation and cohesion, she’s the driving force behind our growth trajectory. Holly navigates the complexities of expanding distribution channels, forging strategic partnerships, and optimizing sales processes to maximize efficiency and effectiveness. She identifies new product opportunities, ensuring our offerings remain at the forefront of market demand. Holly fosters a culture of transparent communication, breaking down silos and fostering collaboration across teams.

Carolyn is responsible for managing the underwriting and new business processes from start to finish, including overseeing case management, verifying application requirements, and coordinating with agents and carriers to ensure accuracy and completeness. She also handles reviewing medical and underwriting details, verifying commission splits, regularly checking carrier portals to track application progress, and assisting with adverse decisions by finding alternative products or carriers. Additionally, Carolyn maintains strong relationships with carrier underwriters and case managers and keeps agents informed about application statuses.