Agent Credentials offers consulting and employee services for other agents. For assistance with starting your own agency, policies and procedures, industry best practices, and training, contact us at email@example.com.
First and foremost, thank you for helping ensure a smooth account transition from one agency to another. Our promise to you is that you will always be treated with respect and courtesy during this process. Likewise, your professionalism and prompt responses are truly appreciated.
For incoming accounts: Please send shareholder and certificate lists in Excel format to firstname.lastname@example.org.
For outgoing accounts: Upon receipt of final payment, we will deliver all books and records promptly to your address of record.
The good news is that there are strategies to satisfy a client, and ensure timely delivery of books and records between agents. As agents differ greatly in infrastructure, size, operations, and the like, these solutions might not work for all. At the very least they offer open and honest discussion points for consideration internally. This is our consideration and dedication to you that we will see any process with you to the end as our quality service in the industry.