The VisionPREPARATION
DFPG’s QuickLaunch is a plan-based transition solution that focuses on quickly and efficiently returning you to servicing your clients.
This means using DFPG’s proprietary tools and procedures to ensure everything is in order before starting the transition. During this stage, you are assigned a dedicated transition specialist who will provide a personalized analysis of your book of business that will allow you to coordinate the prioritization of client segments. They will then provide the necessary training and support (including visits to your office, if needed), as well as a detailed mapping of account destinations.
Through the use of DFPG’s unique data mapping systems, the QuickLaunch program will assist in prepping all the necessary paperwork, so you are ready for client review.
DFPG is a member of the Broker Protocol, and takes very seriously its responsibility to protect your clients’ privacy and your professional integrity. Make sure to ask what this means for your transition.
REGISTRATION
Prior to your registration with DFPG, you will receive a comprehensive QuickLauch Transition Guide. In tandem with your dedicated transition specialist, this guide will help you prepare for many of the critical internal activities you must perform, including client notification letters, updated business cards and letterhead, and changes to your website.
During this process, DFPG will help guide you through the Form U4 registration process, assist with updating your insurance carrier appointments, and provide introductory training for DFPG’s back office processes and proprietary forms.
The DFPG QuickLaunch program provides the tools and support necessary to enable you to return to servicing your clients as quickly as possible.
ON-BOARDING
Once you are registered with DFPG, our QuickLaunch program advances you through the transition process, so you can get back to doing what you do best – serving your clients.
During this process, your dedicated transition specialists will maintain regular contact and provide support with transitioning your client accounts. In addition, at this stage the DFPG operations team will provide a special heightened level of support for your client accounts.
As you complete the transition and the QuickLaunch program, you can expect to receive a continued level of personalized support.