March 2024 - Monthly Minute Newsletter

THE MONTHLY mINUTE

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After a phenomenal national convention in Fort Lauderdale, where we kicked off our 20th-anniversary celebrations, we’re excited to announce that the momentum will continue at an outstanding Regional event in Charlotte, North Carolina. This event has been designed to empower you with knowledge and skills that will take your business to the next level

The day will be filled with:

Special announcements

Breakout training sessions with top leaders

Recognition

And lots of excitement.

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Mark Saturday, June 21 on your calendars. The event will take place at the Hilton Embassy Suites in Concord, North Carolina.

To ensure you're part of this exceptional opportunity, please register and reserve your room via the Home page in your Back Office. Stay tuned for even more updates on this exceptional opportunity. We can’t wait to see you!

Jason Short

Director

of New Product Development

Get to Know

Each month we feature a new team member from the Corporate Office to allow you to become familiar with the diverse and talented people who help make this company a success.

Director of New Product Development Jason Short joined the corporate team in 2021 and resides in Fort Meyers, Florida, close to the new company office.

“Time sure does zoom by—I’m about to hit the three-year mark on April 1..” says Jason.

Before joining the UWE team, Jason navigated the banking world as a branch manager for both Chase and Bank of America. He was also a retail manager at Best Buy for 14 years.

Jason's role is pivotal to our innovation and growth. He researches market trends and emerging technologies to find new and impactful products. He then collaborates with the team to develop, launch, and market these amazing products.

Jason relishes the opportunity to forge partnerships and discover effective ways to bolster company growth and help agents build thriving businesses.

Outside of work, Jason’s world orbits around his two Corgi fur babies. He’s an avid reader, a podcast enthusiast, a music lover, and a foodie who’s always on the hunt for new restaurants.

Of course, Jason has a few things in the pipeline so stay tuned for updates!

Grow Your Team With Our Spring Promotion

A 20th anniversary calls for a game-changing sales promotion. This promotion began March 1 and runs through April. This is a great opportunity for you to earn additional volume for title promotions, grow your team, and earn some bonus income.

Here’s how it works:

Agent Bonus Volume:

Earn an extra $320 in bonus Volume when you enroll new agents. This additional volume will help you reach your title promotion goals quickly!

Medallion Club Bonus:

First-time Bronze Level achievers earn an additional bonus of $300 on top of the regular $200 reward. This means you'll earn a total of $500 for achieving this level.

Title Promotion Bonus:

Achieve a title promotion during March/April and earn a bonus for each level.

refer to

tab on the Home Page of your Back Office for exact details.

Good luck to everyone in reaching your goals!

Customer Onboarding and Consultation Call

Our Customer Service team has streamlined the onboarding process to ensure clients grasp the key benefits of the Protection Plan right from the start.

Clients can conveniently schedule this call upon enrollment, selecting a preferred date and time. Our support team will then reach out as scheduled to provide personalized guidance. The consultation call will:

1 Walk clients through the credit pull process and explain any negative items appearing in the report.

2 Explain the dispute process.

3 Allow our Customer Support team to analyze the customer’s situation and offer options for debt pay-down/off, along with providing details about the program and how the products work.

Our team would like to give agents some friendly

reminders:

Please ensure that your customers schedule their consultation calls. They need to do this right at enrollment to properly understand how the program works.

New agents—please take advantage of the opportunity to schedule your call. It will give you a firsthand experience of the process your customers will experience and will answer any questions you may have.