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Supporting Advisors
Supporting Advisors - IDCWIN'S Service Commitment

IDCWIN Inc. recognizes the importance of ensuring service excellence as a key contributor to an advisor’s short and long-term success. Our administrative and marketing team take great pride in its drive to meet and exceed your expectations.  IDCWIN’s benchmarks center around what we consider to be key service deliverables in the financial services industry, namely overall turnaround times, quality/accuracy of information provided and its relevance to advisors. These objectives are achieved through meeting the following key industry objectives:

  • Inquires-In Force & Pending
  • New Business Applications
  • Requests for materials, software, or supplies
  • Commission Inquiries
  • Quotations
  • Case discussions with our marketing team
  • Market Reconisssance
  • Technology
  • Courses and seminars
  • Compliance