2014 Menu of Agency Support Services 10 TOP OF MIND TOUCH POINTS

Transcription

1 2014 Meu of Agecy Support Services 10 TOP OF MIND TOUCH POINTS

2 Table of Cotets Turig a moolie customer ito a multi-lie customer icreases retetio by 7x! ORGANIC GROWTH Policy Reewal Appoitmet Calls.4 Life Isurace Appoitmet Calls.5 Home / No Auto Cross-sell.6 Auto / No Home Cross-sell..6 NEW BUSINESS Busiess Isurace Prospectig..7 Commercial Auto Prospectig.8 Persoal Auto Prospectig..8 Homeower Prospectig 8 WIN-BACK BUNDLE Auto Defector Wi-back 9 Homeower Defector Wi-back..10 Chart of Services..11 Copyright 2014 Egagex Corp. Corporate Headquarters: 585 East 1860 South Provo, Utah Phoe: Toll free: Compay web site: All services, terms, quatities ad pricig i this publicatio are accurate at the time of publicatio, ad are subject to chage. All outboud calls made by Egagex will display the local area code of the aget s office ad the agecy ame or primary carrier. Scripts for each type of call ca be foud at

3 The quality of your life is determied by the quality of your relatioships. TONY ROBBINS The same ca be said about your busiess. Profitable busiess relatioships are built with frequet, quality touch poits. Agets have bee taught that frequet, quality touches with their customers (ad prospective customers) are key to agecy success, but agets ofte fid it difficult to regularly reach out i a productive way. We ca help. Our 2014 Meu of Services describes 10 differet Top-of-Mid Touch Poits that will help your agecy acquire ew customers, retai more busiess, ad icrease average premium via cross-sell ad upsell opportuities. We ll do the dirty work ad sed you the opportuities we ucover for you while savig you time ad moey, compared to doig it yourself or assigig the work to office staff. The atio s largest isurace compaies have trusted us with their Customer Touch Poits for several years. We hope to ear your trust, too. 3

4 DESTINY SET 410 APPOINTMENTS LAST MONTH FOR AGENTS Orgaic Growth Huge growth ca come from meetig with ibook customers to discuss chages ad eeds. Each service offerig i this sectio is desiged to help you orgaically grow (ad retai) your ibook busiess. POLICY RENEWAL APPOINTMENT CALLS Cotact your customers before their curret Auto ad/or Homeower policies expire ad ivite them i for a policy double-check. For optimal results, have us begi callig about 30 days before the reewal date. Customers will also be ivited to brig i ay additioal policies they have (whether you wrote them or ot), so you ca look for gaps ad overlaps, similar to a Policy Review Meetig. Select 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 4

5 LIFE INSURANCE APPOINTMENT CALLS Sometimes you just wat to talk life isurace with customers. Our Callers will ivite your existig customers to take advatage of your competitive rates, ad set a i-office appoitmet with you or someoe i your office who ca have a deeper discussio with them about life isurace. Select 100, 150 or 200 ames to be cotacted each moth for $310, $ or $600. We will make up to three cotact attempts per ame. List submissio istructios will be provided upo sigup. 90 day miimum subscriptio. LONG TERM CARE APPOINTMENT CALLS Oe of the fastest-growig areas of eed today, LTC appoitmets provide you with a excellet opportuity to discuss beefits ad optios of Log Term Care isurace, face-to-face, i your office. Customers will also be ivited to brig i ay additioal policies they have, so you ca look for gaps ad overlaps, similar to a IFR meetig. Customers are more likely to stick with you whe they receive calls offerig to review/reew policies, sayig Thak You or Happy Birthday. Select 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. VEHICLE LOAN CROSS-SELL CALLS Help your customers save moey o their auto loas. Our Callers will ivite your ibook customers to take advatage of your competitive auto loa rates, ad offer to warm-trasfer them to you ad/or someoe i your office who ca have a deeper discussio with them about auto fiacig. Select 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. Whe customers have at least 7 differet policies with you, data shows they are yours for life! 5

6 HOME / NO AUTO CROSS-SELL CALLS Just the act of ivitig a customer to meet with you for policy review/ reewal icreases retetio whether they come i or ot! Egagex regularly makes calls i Eglish ad Spaish. If you eed a additioal laguage, just ask! May of our Callers have served religious/service missios overseas ad we have a deep pool of laguage skills available. 6 Our callers will make these high-propesity calls otifyig existig customers that they may be eligible for additioal discouts whe addig a auto isurace policy through through your agecy. We will offer to warm-trasfer them to you ad/ or someoe i your office who ca have a deeper discussio with them about auto isurace. Select 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. AUTO / NO HOME CROSS-SELL CALLS Our callers will make these high-propesity calls otifyig existig customers that they may be eligible for additioal discouts whe addig a home isurace policy through through your agecy. We will offer to warm-trasfer them to you ad/or someoe i your office who ca have a deeper discussio with them about home isurace. Select 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. Olie

7 New Busiess Imagie the growth you ca achieve via a steady supply of ew sales opportuities. Egagex will call o the leads that you receive ad/or that you purchase from Lead Providers (Egagex does ot provide or sell leads). You ca sed us multiple batches of leads throughout the moth (large or small) for immediate cotactig. ALBERTO SET 425 APPOINTMENTS LAST MONTH FOR AGENTS BUSINESS INSURANCE PROSPECTING Icrease your commercial book of busiess! Our Callers will set exclusive, faceto-face appoitmets with busiess owers ad/or decisio makers who eed a quote for reewig geeral liability ad worker s compesatio isurace. You provide up to 300 busiess ames to be cotacted each moth for $300. We will make up to two cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90-day miimum subscriptio. 7

8 COMMERCIAL AUTO PROSPECTING Icrease your commercial book of busiess! Our Callers will set exclusive, faceto-face appoitmets with busiess owers ad/or decisio makers who eed a quote for reewig their fleet isurace. You provide up to 300 busiess ames to be cotacted each moth for $300. We will make up to two cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90-day miimum subscriptio. PERSONAL AUTO PROSPECTING Wat ew auto isurace customers without makig cold calls yourself? Our Callers will telephoe prospect for you, ivitig local auto owers to receive a free auto isurace quote from your office. We will warm-trasfer iterested cotacts to you or someoe i your office who ca have a deeper discussio with them about auto isurace. Egagex is headquartered i beautiful Provo, Utah, at the base of the Silico Slopes. Provo was recetly raked #1 for Commuity Optimism, #2 for Busiess/Careers ad #4 i Health & Well-beig. You provide up to 300 busiess ames to be cotacted each moth for $300. We will make up to two cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90-day miimum subscriptio. HOMEOWNER PROSPECTING Wat ew home isurace customers without makig cold calls yourself? Our Callers will telephoe prospect for you, ivitig local home owers to receive a free home isurace quote from your office. We will warm-trasfer iterested cotacts to you or someoe i your office who ca have a deeper discussio with them about home isurace. You provide up to 300 busiess ames to be cotacted each moth for $300. We will make up to two cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90-day miimum subscriptio. 8

9 Wi-Back Package Do t let recet defectors get away! Egagex will cotact your recetly defected isurace customers ad let you kow whe there is a opportuity to wi someoe back. LA-SHANA SET 358 APPOINTMENTS LAST MONTH FOR AGENTS AUTO DEFECTOR WIN-BACK Do t let recet auto isurace defectors get away! Our Callers will cotact your recetly defected auto isurace customers ad ask for permissio to prepare a ew auto isurace quote, ad the trasfer iterested cotacts to you or someoe i your office who ca gather the ecessary iformatio to prepare a ew quote. You provide 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 9

10 ASHTYN SET 401 APPOINTMENTS LAST MONTH FOR AGENTS HOMEOWNER DEFECTOR WIN-BACK Do t let recet home isurace defectors get away! Our Callers will cotact your recetly defected home isurace customers ad ask for permissio to prepare a ew home isurace quote, ad the trasfer iterested cotacts to you or someoe i your office who ca gather the ecessary iformatio to prepare a ew quote. You provide 100, 150 or 200 ames to be cotacted for $310, $ or $600. We will make up to three cotact attempts per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 10

11 CHART OF SERVICES: 11

12 To lear more or to eroll i ay of our Agecy Support Services, call