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MPI will not only grant you access to valuable knowledge that can aid your clients but make your ability to serve them more efficiently. Our program includes a top of the line “tracking software” that will allow you to be in constant contact with our underwriters as they analyze and approve your clients for the best rates possible. This system will also aid your contact with your Relationship manager.
Part of the MPI Accountant Certification Program package includes full access to your own account on this tracking software. This will allow the flow of communication between you and us as unrestricted as possible. For sales representatives, it offers the ability to be assigned leads and track them in your own persona calendar. It will also allow you to utilize a calendar that we will be able to plan possible meetings and leads around your schedule.
We will be able to customize a plan for your client, while keeping you abreast of the situation from the first stage of analyzing to the training/setup day for your clients’ new account. Our system will integrate you into the process to make you fully informed to ease your customers and answer any question at any time necessary.
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