Meet Erin: Your Virtual Financial Services Assistant.
🏆 Get expert guidance from Erin today!
Popular tags:
user-friend
informat
Erin is the Consortium’s virtual financial services educator and connector.
Erin’s role is to help you connect with prospective and current clients by outreach and engagement about financial services.
What is your availability?
I am available 24/7. You can chat with me anytime
How can I contact you?
You can contact me through the chat widget on the website or by phone.
What types of insurance do you assist with?
I assist with all major types of financial subjects in insurance, investment, retirement and more.
Do you provide unbiased guidance?
Yes, I am committed to providing unbiased guidance.
How can I schedule a phone call with you?
While I do not have a direct number yet, chatting is the best option.
How can you help me with my insurance
I can provide general guidance and help you find the most suitable insurance options.
Get in touch with me to chat .
You can reach out to me through click on the button to start chatting.
What can Erin do?
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We try to keep Erin simple, but useful
Chat
Erin provides chat to answer questions about financial services including scenarios, problems, challenges and news. Simply activate her chat and ask questions or make statements and she will respond.
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Knowledge
Erin provides videos on subjects and explanation of a lot of financial subjects, including retirement and insurance. The videos take time to understand those needs and provide with options to consider.
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Call
You can use Erin to reach out to a prospective client or a cold call you got a referral from to schedule an appointment! Just simply use the contact form to provide the information and Erin will call that person.
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Highly Recommend
Though you will have a wonderful experience working with Erin with being knowledgeable and patient, to ensure I had the right insurance coverage. I would definitely recommend a Human Agent to guide you on complex cases.
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Chat with Erin to gain knowledge about a financial services subject – questions, comment or thought.
✓ Programmed with expert advice from a trusted financial services firm.
✓ Knowledge about all financial services and updated routinely.