CFG Arrives in Raleigh

While just finishing seven years with CFG, Liza Serrano has recently moved from the home office in New York City to their office in Atlanta.  With a hectic travel schedule of late, Liza is looking forward to more direct flights in and out of Atlanta and, hopefully, more time at home.

Liza reports that CFG absolutely loves the relationship with National Agents Alliance mostly because of the family feeling and the great friendships with NAA’s leaders.

When asked about how business has been going with our agents, Liza praised NAA’s sales with the Simplified Issue Term Policy that was created just for NAA.  “Agents are doing a great job completing apps properly so we can pay them quickly, and agents are calling the home office to get questions answered.  We like that because that helps avoid mistakes.  We actually have a team of customer service agents dedicated to only NAA agents, who get them information quickly and provide great customer service.”

One of the really interesting things about the partnership with CFG and National Agents Alliance is that our agents have been given direct access to CFG’s chief underwriter, which is very unusual. This allows NAA agents to get definitive answers, and in turn serve our clients better and faster.

Saturday, Liza will be presenting qualified agents the prizes earned through the Punta Cana incentive including:

  • Jewelry
  • Lead Cash
  • Trophies
  • The Punta Cana Trip
  • 2 nights in New York right before the Punta Cana Trip for the top qualifiers

When asked what’s in the future, Liza stated, “We’re working on some new products that the agents will love, and, of course, we are involved with the next big incentive which will send CFG and NAA agents to Aruba.”  When pushed to reveal any information on the new products she said, “If I told you, I’d have to kill you!”

Summing up, Liza said, “We truly love working with NAA; everyone treats us like family.  We are looking forward to a long, long business relationship.”


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