2014 Menu of Agency Support Services 17 TOP OF MIND TOUCH POINTS

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1 2014 Meu of Agecy Support Services 17 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 Log Term Care Appoitmet Calls 5 Vehicle Loa Cross-Sell..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 ADMIN SPECIAL Paymet Remider Calls 9 Evet Remider Calls 9 Copyright 2014 Egagex Corp. Corporate Headquarters: 585 East 1860 South Provo, Utah GOOD VIBES Welcome Calls to New Customers..10 Thak You Calls..10 Happy Birthday Calls..10 WIN-BACK BUNDLE Auto Defector Wi-back 11 Homeower Defector Wi-back..12 Chart of Services..14 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 17 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 100, 150 or 200 ames to be cotacted each moth 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. 90- day miimum subsctriptio. 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 100, 150 or 200 ames to be cotacted each moth 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. 90- day miimum subsctriptio. 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 100, 150 or 200 ames to be cotacted each moth 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. 90- day miimum subsctriptio. 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 100, 150 or 200 ames to be cotacted each moth 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. 90- day miimum subsctriptio. 8

9 Admiistrator s Special Reduce your ogoig admiistrative burde by assigig time-cosumig or upleasat calls to Egagex. PAYMENT REMINDER CALLS Esurig timely collectio of premiums due ca be time cosumig ad upleasat. Our Callers will place a brief, courteous call to customers to remid them they have a paymet due soo. RACHEL SET 397 APPOINTMENTS LAST MONTH FOR AGENTS Select 100, 150 or 200 ames to be cotacted each moth for $110, $ or $200. We will make oe cotact attempt per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90 day miimum subscriptio. EVENT REMINDER CALLS Are you hostig a Ope House or other evet for your customers? Our Callers will place a brief, courteous call to customers to ivite them to your evet. Select 100, 150 or 200 ames to be cotacted for $110, $ or $200. We will make oe cotact attempt per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 9

10 Good Vibes The occasioal friedly ad o-sales call ca go a log way toward keepig ad growig a customer s busiess. Sedig out good vibes will come back to you i a positive way. WELCOME CALLS TO NEW CUSTOMERS A persoal Thak You call to a ew customer ca go a log way toward keepig ad growig a customer s busiess. Our Callers will place a brief, courteous thak you call to your customers. Select 50, 100 or 150 ames to be cotacted each moth for $55, $105 or $150. We will make oe cotact attempt per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90 day miimum subscriptio. THANK YOU CALLS Egagex s Callers are ofte draw from the 65,000 studets who atted the two uiversities i our valley: Utah Valley Uiversity ad Brigham Youg Uiversity. They are bright, articulate ad ambitious. Just sayig thaks ca go a log way to keepig ad growig a customer. Our Callers will place a brief, courteous call o your behalf thakig your customers for their busiess ad lettig them kow you are available to aswer ay questios that may come up i the future. Select 500, 1000 or 1500 ibook ames to be cotacted for $550, $1050 or $1500. We will make oe cotact attempt per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. HAPPY BIRTHDAY CALLS Oe of our favorite calls to make, customers geerally respod very well whe we place a brief call o your behalf to wish them a Happy Birthday ad thak them for their busiess. Select 100, 150 or 200 ames to be cotacted each moth for $110, $ or $200. We will make oe cotact attempt per ame, ad will leave a voice message if ecessary. List submissio istructios will be provided upo sigup. 90 day miimum subscriptio. 10

11 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. 11

12 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. 12

13 CHART OF SERVICES: INBOOK WORK TO CALL TYPE Policy Reewal Appoitmets 100 $ $ $ 600 Subscriptio Life Isurace Appoitmets 100 $ $ $ 600 Subscriptio Log Term Care Appoitmets 100 $ $ $ 600 Project Vehicle Loa Cross- sell 100 $ $ $ 600 Project Home/No Auto Cross- sell 100 $ $ $ 600 Project Auto / No Home Cross- sell 100 $ $ $ 600 Project OUT- OF- BOOK TO PROSPECTING WORK CALL TYPE Busiess Isurace Prospectig 100 $ $ $ 600 Subscriptio Commercial Auto Prospectig 100 $ $ $ 600 Subscriptio Persoal Auto Prospectig 100 $ $ $ 600 Subscriptio Homeower Prospectig 100 $ $ $ 600 Subscriptio TO INBOOK WORK TYPE CALL Paymet Remiders $ $ $ 200 Subscriptio Evet Remiders $ $ $ 200 Project INBOOK WORK TO CALL TYPE Welcome to New Customer 1 50 $ $ $ 150 Subscriptio Happy Birthday $ $ $ 200 Subscriptio Thak You to Customers $ $ 1, $ 1,500 Project INBOOK WORK TO CALL TYPE Auto Defector Wi- back 100 $ $ $ 600 Project Homeower Defector Wi- back 100 $ $ $ 600 Project * " " represets the max. umber of ames to dial. Default is up to three dials per ame. 1 oe dial per ame 2014 Meu of Offerigs Orgaic Growth Budle New Busiess Budle Admi Special Good Vibes Budle Wi- Back Budle 13

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