‘FIF’ stands for Financial Information Form. An FIF is used when you aren’t yet certified for advanced market sales but believe the client would benefit from an advanced market solution. You will create a referral to an advanced market-certified agent using the FIF, filling out coverage amount and possible solutions for the client. If the client decides to take advantage of these solutions, you will receive a portion of commission as the referring agent. In this way, you can get the most out of your leads, even when you can’t personally sell every solution to the client. FIF forms are located within HQ (from the left Navigation Menu, select ‘My Clients’ to expand the submenu, then select ‘New FIF’) and you can learn even more about FIF Resets from Quility U.
What is a FIF Reset and how do I utilize it?
Updated over a year ago