Transition Assistance

When you join Investors Capital, your National Marketing Consultant will work with our dedicated team of licensed support professionals to ensure a seamless transition of your existing business onto the Investors Capital platform.

The team, made up of members of each department, offers personalized support and guidance throughout every phase of the transition process. Each departmental member will walk you through the policies, procedures, and processes, via online and personalized training sessions, to help ensure that you become familiar with our methods of operation as quickly and efficiently as possible.

We are always available to answer your questions throughout the transition phase and beyond. It is in our interest and yours to make sure your transition is smooth and seamless. When you begin the transition process you will receive all of the following, and much more:

• Business Plan Review to Create a Tailored Transition
• Licensing and Carrier Appointments
• Office Location and Set-up Assistance
• Operational Guidelines (New Business/ACAT Procedures)
• Compliance Approval of Business Materials

“I just wanted to let you know how much I’ve appreciated the help I’ve received during our transition to ICC. I have even noticed a lot of your people respond to emails throughout the weekend. This gives me great confidence that I have made the right decision, and I am looking forward to a long lasting relationship.”
Dennis Randolph, Canton, OH

WE PROVIDE THE STAFF AND INFRASTRUCTURE NEEDED TO TRANSITION YOUR
BUSINESS AND CLIENTS TO INVESTORS CAPITAL QUICKLY AND EFFICIENTLY.

Training

Investors Capital Corporation offers both online and face to face training for new representatives where the Transition Team walks you through the policies, procedures and processes for each department and allows plenty of time for Q&A with each team member.

The online training is offered the second Tuesday of each month from 3:30-5:00 pm.  This training is a bird’s eye view of each of the departments within Investors Capital and answers some of the most common questions representatives have when transitioning their business to Investors Capital. 

The face to face training is held once per quarter at the Home Office for those representatives who would like to spend a full day (9 a.m. -5:00 p.m.) training with us in person and get to know the Home Office Staff and the Transition Team.  The full day training will be more in depth than the online training. 

To register for either of these training sessions please contact the Marketing department at 800-949-1422.

Click here to view the transition calendar.