High Performance Advisor has been designed to filter out much of the noise in the industry and focus only on what you need to be a High Performance Advisor including: product changes, underwriting changes, closing window opportunities, bundled sales and marketing kits, bundled application kits, and a calendar of our exclusive Client Strategy Trailings that help you open new conversations with clients and close more business. We are always interested in finding new and better ways of helping you. We hope that you will find more of what you need to be effective here at High Performance Advisor. Please call our Call Center to discuss any questions you may have about how to help provide our quality products and services to you and your clients. To reach our call center, just call us toll-free at 1-800-775-1970 option 6.
Pacific Advisors University will be from February 19 - 21 at the beautiful Fairmont Sonoma Mission Inn and Spa.
Follow this link to the registration site. Please note that there are 5 tabs across the top: Home, Agenda, Hotel, Transportation, and Activities. This site will be updated regularly.
If you have any questions regarding the daily procedures of your office (booking a conference room, the processing of incoming and outgoing mail, as well as express mail packages) please talk to the Customer Service Representative (CSR) in your office. In addition, if you notice anything in your building or office that is out of order or needs repair (ie. copier, printer, fax machine, light bulbs, leaky faucet, or any safety issues), contact your CSR first. If they are unable to fix it themselves, they will contact the appropriate repair vendor to do so. Each CSR has been provided with a CSR Manual to give them the tools and resources to better serve our customers - which includes you. If they are unable to answer your question(s), you can contact the Senior Office Coordinator, Kim Weaver @ x8203 or (909) 447-8203.
You can now call the agency help desk and reset your GOL password yourself by phone (IVR) without having to speak to a Help Desk Agent in three (3) easy steps:
1. Dial the Guardian Agency Help Desk at 1-800-499-8820
2. When prompted, PRESS 2 for password reset
3. Follow the voice activated prompts
The quick and secure system will work from any phone. You always have the option to of saying "AGENT" anytime during your call and you will be transferred to the next available agent.
Results since Rollout: Over 400 Agency users have successfully used this new feature to reset or unlock their GOL Password without the assistance of a Help Desk agent.
Since introducing this feature last month, we have received enthusiastic feedback on how much easier it makes the process to reset or unlock your GOL password. If you have any questions about this new feature or would like to provide feedback, please send mail to Guardian Distribution Technology Communications/TheGuardian.