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ROI – Before we start any program, we want to figure out if it makes sense for you and your firm. We determine what your return on investment will be based off the business / industry you want to target, premium size, and average closing ratio.
Targeting Market – First we want figure out what industries will generate the highest premium and best closing ratio for your firm. We can focus on the programs you specialize in with the carriers that you represent. We can concentrate on any type of company size, industry, and geographic location to get you in front of interested qualified prospects.
Lead Generation -
Our initial calling to these businesses is to develop a “lead”. What we consider a lead is when we speak with the person/dept. that is in charge of the insurance and find out things like..
1. X-Date – date(s) that the insurance policies renew during the year.
2. Who is insuring them – insurance carrier and broker info.
3. # of employees
4. # of locations
5. # of autos.
6. E-Mail or fax number
. We also do our best to simply engage in conversations with these prospects to uncover anything else that might help out on the next call.
Appointment Setting –
We set up face to face appointments for you or your producers to go out on to look at the bidding the policies. We normally start calling back on these “leads” 3 months prior to the “x-date” of the lead, or when the insurance policy renews for the business. This enables us enough time to be able to set-up an appointment for our client to meet with the business to “quote” their insurance for them. This is the final phase of our program where we deliver “appointments” to our clients.
Experienced Account Reps - We help our customers reach their business objectives by using an experienced staff of account representatives who are knowledgeable in the commercial insurance industry. Dealing directly with our rep, you can get quick answers on activity, appointments, and scheduling conflicts. No more having to wait for management to get back to you and answer these simple questions.
Agency Insight – As we start you program, we would like to sit down on a conference call with you and our account rep to get familiar with you and your firm. You can give us some insight on your agency, what programs you specialize in, and what sets you aside from your competitors. This will be beneficial to us, so we can set solid appointments and let your prospects know more about your agency and what you have to offer.
Reminder and follow up – When we set the appointments, we can always follow up the day before to confirm the appointment if you like. This also allows us to confirm the appointment and ask the prospect if they have any impending questions before you go and see them. There will be no wasted time driving out to an invalid appointment.
Read more about our Insurance Marketing Services:
Lead Generation
Appointment Setting
Commercial Insurance
Employee Benefits
Insurance Marketing Samples
Contact us now for additional information and see how our services can help you!
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