Not sure if a client is worth raising? Find out in 2 minutes — and get the talking points to raise it.
Answer five questions about the client situation. We'll tell you which Hollowtree program fits, why it fits, and exactly what to say to the client.
- No need to pre-qualify the case perfectly
- Get client-ready talking points immediately
- Submit for review or ask for a partner conversation first
- Hollowtree handles everything after the introduction
Used by Hollowtree broker partners to identify DI, LTC, and executive protection opportunities.
Three steps. Two minutes. One clear next step.
Describe the situation
Answer five quick questions about the client type, size, trigger, and your relationship to them.
See the fit
We'll show you which Hollowtree motion fits, why it fits, and what gaps likely exist in the client's current coverage.
Get what you need
Walk away with talking points, a client email template, or a direct case submission — whichever fits where you are.
What type of organization is the client?
Pick the one that best describes them.
Not every case needs to be perfect. You just need to spot the signal.
Hollowtree's promise to partners: you identify the opportunity, we handle product design, enrollment, communications, and support. Your client relationship stays yours.
Hollowtree does not independently market to or cross-sell referred clients. The referring broker remains the primary advisor.