Introducing O.A.S.I.S. by Crescent Private Client Group. O.A.S.I.S. is an agent/advisor portal focused on providing access to technologies and resources to help develop, evaluate, and close new life insurance opportunities. O.A.S.I.S. is an open architecture platform designed to properly align products and technology to provide solutions that allow a more focused approach to larger business goals.
An organized onboarding strategy is vital to the overall success of a new partnership. Our senior management team will help develop a successful strategy that considers all aspects of your team, to make your introduction smooth and well-orchestrated, and to craft a platform best suited to meet your advisors and their clients’ needs.
Compensation and Commission Structure
- Discuss compensation arrangements, rules of engagement, and establish clear selling arrangements and flow of commissions
Carrier Line-up and Suitability
- We will review our carrier lineup and product availability and discuss the carrier compensation grid. We will set up workflow requirements and protocols for suitability and compliance.