DIRECT MAIL TARGETED AGENT LISTS. . Media Kit The Top Destination For Agent Recruitment. A Division of Summit Business Media

Transcription

1 TARGETED AGENT LISTS DIRECT MAIL Media Kit 2012 The Top Destination For Agent Recruitment A Division of Summit Business Media

2 agent media Twenty years ago, Agent Media set out to build a reliable database and marketing solutions company to serve the life, health, and annuity segments of the insurance industry. Today, the database has grown to over 1.8 million producers, representing nearly every licensed agent and financial advisor in the U.S. As the industry leader, Agent Media is a one-stop marketing resource for a wide range of direct marketing needs and agent recruitment. 2

3 integrated marketing solutions Your brand is unique, so is our approach. To drive the most measurable results from your marketing efforts, you need a relevant, targeted, and multi-pronged communication strategy. We offer a comprehensive portfolio of integrated media products that allows you to effectively and efficiently recruit agents and advisors. DATA Get the most out of your targeted agent list by combining it with a direct mail or marketing campaign direct mail Our turnkey direct mail service takes you from A-Z by assisting in building a custom prospect list, getting competitive printing bids, developing the creative in-house and finally, the mailing and delivery of your custom piece. Work with one of our in-house client marketing specialists to create an marketing campaign that is perfect for your brand ensuring your target market is always reached! 3

4 data solutions TARGETED AGENT LISTS Agent Media s database of 1.8 million agents and financial advisors is known industry-wide as one of the most up-to-date and diverse databases available. Advanced segmentation capabilities allow you to custom build your list by: geographic region product specialty licenses held company appointments and more! Database Maintenance A Case Study: State lists are constantly changing, and it s a full-time job to keep up with the changes. The following shows what can happen with one state list in a one-year period.* 40,804 Total agents at beginning of year 4,343 Agents relocated 12,608 New agent licenses 9,300 Agents not renewing their license =64% list change! Overall list growth over one year = 19% 4,343 Agents relocated 31,504 No change to agent listing 12,608 New agent licenses 9,300 Agents not renewing their license Agent Media s 10-step database refinement process Agent Media s database of 1.8 million producers has been meticulously maintained for over 20 years and is the most accurate and up-to-date in the industry. Did you know... 30% up to of state department insurance lists are undeliverable? 1 Our database is processed to meet the most rigorous USPS standards; ensuring a highly accurate, very deliverable list for your campaign. 2 We delete any identified bad addresses. 3 We delete any name and address that does not have a 9-digit ZIP code affixed to it. 4 We remove duplicate entries. 5 We delete addresses from returns sent to us by clients using our lists, as well as addresses of agents who have notified us that they do not want to receive any mail. 6 We delete names from a 200,000- name national Prior Bad Address list that we ve built in-house. 7 We delete the names of captive agencies, car dealerships, and banks. 8 All addresses are modified to conform to specific postal standards. 9 We ensure that every agent on the list carries the type of life and/or health license required to contract with a legal reserve life company. 10 We check the list for multiple names at one address. *Numbers may vary. Call for updated list counts. 4

5 data solutions Custom Selections=No Waste Increase your ROI by selecting only the records that you want. Ensuring that you get the most out of your marketing campaign, your message is only seen by your select audience. Target by License Life Producers Health Producers Life & Health Property & Casualty Producers Series 6 Series 65 Mix & Match by Custom Select Senior Final Expense Annuity Ethnicity Gender Phone Lists Broker/Dealer Affiliation Carrier Appointments Zipcode Radius Segment Further with Premium Selects Estimated Age Number of Children Mail Order Responder Estimated Income Carrier Appointments Estimated Wealth Compared to some of the largest list compliers in the country, Agent Media lists were proven more effective in insurance campaigns. Their responsive service, accurate record-keeping and quality lists will help you produce superior direct mail, telemarketing, and campaigns." -Doug Smith, President Smith Marketing Services, LLC. Financial Advisors If you need securities reps, call us for details on a list targeting them. We have over 400,000 financial advisors, with 125,000 also having insurance licenses. We have Series 6, 7, 24, 26, and others. Our lists are sold by a variety of geographical selections national, statewide, post office sectional center facility areas, and ZIP code. In most areas we can provide CRD#, B/D affiliation, and license type. We can provide your list to you in a digital format or on printed labels. Tell us what you need, and we will build a list just for you! enhanced database service Want to enhance your current database or build a new one from the ground up? We can partner with you to custom-build an exclusive prospect database designed specifically to help you achieve your distinct marketing objectives. As part of this unparalleled service, we check your database for accuracy and update it on a regular basis. Then, we ll help you reach your audience through a strategic combination of various resultsoriented marketing channels. Call for a consultation with one of our marketing specialists, who can work with you to plan a program to help you achieve your business objectives. 5

6 list counts by select MAIL LIST* PHONES* S* Life and/or Health License 1,155, , ,966 Variable Licensed Agents 393, , ,730 All Property & Casualty (PC) Licensed Agents 544, , ,100 Just PC Licensed Agents 287, , ,043 Financial Advisors 417, , ,039 Annuity Select 184, ,456 73,980 Senior Select 200, ,677 80,302 Long Term Care Select (LTC) 189, ,465 76,457 Final Expense Select 51,878 48,195 20,760 Life Select 167, ,128 68,556 Health Select 153, ,515 59,984 FULL COUNT 2,177,252 1,532, ,776 *List counts as of 7/27/11 and are likely to vary. Call for updated counts 6

7 producersconnect ONLINE QUERY SYSTEM Get the data you want, exactly when you need it with the ProducersConnect tool brought to you by the data experts at Agent Media. With ProducersConnect, you can tap into this incomparable database and segment your lists at your convenience! Pay only for the records you download, no big up-front commitment or service fees! Our easy to use system allows you to target your ideal prospect. Available search criteria include:» Life, Health, P&C licenses» FINRA registrations» Estimated income» Carrier appointment data» Ethnicity» Geographic selects Access to updates as they are released: Our ten step data refinement process results in a constantly changing database. Rather than update an internal list on an annual basis you can access the most up-to-date information available right before your campaign. No need to maintain a huge internal database: Download the records as you need them. Saves your team from the hassle of maintaining and sorting through thousands of records. Analytics & Market Intelligence: Search capabilities help identify underrepresented markets. Search by Carrier Appointment to identify producers who are selling similar products. Age, Gender and Ethnicity selects for specialty marketing programs. 7

8 direct mail solutions Agent Media s turnkey direct mail service takes the hassle out of planning and executing media campaigns. Our in-house marketing team will build a customized prospect list, get competitive printing bids, develop the creative, and mail your promotion. For everything from seminar invitations to product promotions, Agent Media is not only the smart choice for direct mail advertising, it s the only choice! We offer a range of standard and custom pieces all to fit your marketing needs! targeted agent lists Get the most current, refined, and enhanced agent lists available. Customize your list by geo graphic region, product specialty, or company appointment. in-house creative team Tell us what you want to promote, and our talented creative department will design an attractive, attention-getting piece that will get the response you re looking for. printing We will get you the most competitive bids on your printing project and build it right into your cost, saving you the time and the hassle. delivery Once your direct mail piece is printed, we ll make sure it is delivered in a timely manner to your customized list. ideal for: Agent Recruiting» New Product Promotions» Seminar Announcements 8

9 solutions Agent Media s advanced marketing program is specifically designed to cater to your company s needs. Generating over 4,000 leads per month**, each product is designed to work in unison with your data advertising, increasing the effectiveness of your company s overall marketing efforts. options Blast up to 900,000* s to your custombuilt list, compiled using our exclusive proprietary database with advanced segmentation capabilities. tracking Through Agent Media s exclusive data capture tool, which is linked to our proprietary database, you ll receive producers full contact information when they click on the links in your . downloadable leads You can view and distribute your leads through an online content manager where your personal campaign-tracking gallery allows you to download leads as a spreadsheet into Excel, ACT, Goldmine, or any other CRM software you use to send follow-up s. CUSTOM LANDING PAGES Link your campaigns to a custom landing page to capture additional producer information including: Primary product focus Current production level Independent or captive status And much more... * Database total fluctuates due to constant maintenance. **Publisher s own data 9

10 solutions 10 REASONS AGENT MEDIA's BLASTS OUTPERFROM ALL THE REST 1. A unique producer database. While other vendors in the insurance industry have aggregated and blended their lists so that, essentially, they may be sharing the same names, our list comes from our own database of over 1.8 million licensed producers and financial advisors. 2. It s a database, not a list. Unlike other vendors, we don t blindly blast a list of addresses. Because our list comes from our extensive producer databases, we have a complete record of each producer we re sending an to. Our segmentation capabilities allow you to create your own customized blast based on criteria such as producer product specialty and geographic location. 3. Instant data capture lead system. Because each address is linked to our proprietary database, there are no cumbersome electronic forms for producers to fill out when they re interested in your offer. When a producer clicks on a link in your , you receive that prospect s full contact information. 4. Specialty lists. Want to target a select segment of the market? In that case, use one of our specialty producer lists to target producers by market specialty, carrier appointment, broker/dealer affiliation, wealth estimate, and so much more. 5. Manage your leads. Your complimentary online contact manager stores your leads on a password-protected Web site, and your personal campaign-tracking gallery allows you to download your response as a spreadsheet for easy viewing and distribute the leads right from our Web site. 6. Higher delivery rates. To maximize your exposure, we always track and scrub obsolete addresses bounced back by providers, ensuring you the cleanest list possible. All of our messages are edited to pass through spam filters. 7. Stay compliant. We strictly adhere to industry best practices, taking steps to ensure your message complies with evolving federal regulations. Each of the agents on our list have agreed to receive messages from our marketing companies, so you can be sure they re expecting to hear from you. 8. Turnkey creative support. Don t have in-house copywriters and graphic artists? No problem! Let our creative team help you leverage cutting-edge e- marketing techniques so your message grabs the attention of your prospects and gets you the best response possible. 9. Size and flexibility of database. With almost 900,000 records in our alwaysevolving database, you have a lot of options for targeting specific kinds of agents you want to reach. 10. An integrated approach. Add extra momentum to your marketing when you time your blast with your print advertising or direct mail effort. The flexibility of our program combined with an extensive array of media tools gives you endless options when planning a successful marketing strategy. SPECIALTY PRODUCER LISTS» ANNUITY» LONG TERM CARE» TOP PRODUCERS» LIFE» P&C» VARIABLE» FINAL EXPENSE» SENIOR MARKET» HEALTH» FINANCIAL ADVISORS 10

11 rates and guidelines Circulation 2012 cpm 2012 List Rental Rates 35,000 or less $90 35,000-70,000 $60 70, ,000 $44 100, ,999 $34 200,000k + $28 Minimum list order of 10,000k $80/m for L/H and/or P&C records* $85/m for select category* $95/m for carrier appointments* $125/m for income children, age, ethnicity, wealth $50/m for standalone phone records Volume discounts start at 20,000 *Add $25/m for available phone records advertising guidelines SHORT RATES Advertisers will be short-rated if frequency originally contracted for is not achieved. PAYMENT Payment is due Net 30. All past-due accounts are subject to an additional 1.5% interest charge per month. Advertiser and agency will be held jointly and severally liable for past-due accounts. In the event of nonpayment, Summit Business Media is entitled to any court costs, collection agency, attorney s fees, or other costs, which may result from said nonpayment. Credit application required for all advertisers who have not established credit with Summit Business Media. ARTWORK Prices quoted are for artwork supplied on digital files. Agent Media can write, design, and typeset your art to maximize your results. Consultation, writing, and design are available for a nominal fee. Agent Media reserves the right to decline ad space for products or services it deems to be of a questionable moral or ethical nature, that may offend recipients of our mailings, or that otherwise do not coincide with publication standards. PRICES, RULES, REGULATIONS, SPECIALS All are subject to change without notice. For digital art specs visit AgentMedia.com/downloads call jkenney@sbmedia.com 11

12 summit business media Leverage the Power of Summit Business Media Agent Media is a division of Summit Business Media, the leading B2B media company serving the insurance, financial services, legal and investment advisory markets through a variety of channels, including online, print and live events. Summit strives to be The Next Generation of Business Information for executives and practitioners by providing breaking news and analysis, in-depth practice management strategies, business-building techniques, and actionable data to the markets it serves. Through its Media and Reference Divisions, Summit Business Media publishes 16 magazines and 150 reference titles, operates 20 targeted industry Websites, and hosts a dozen conferences, including the world s largest mining investment conference in South Africa. Summit s Data Division provides financial data on 6,000 insurance companies and detail on nearly one million health and benefits plans in the U.S. As a part of the Summit Business Media suite of products, Agent Media is the complete marketing solutions company making it the top destination for agent recruitment. LIFE & HEALTH INSURANCE NETWORK PROVEN LEADERS IN THE LIFE & HEALTH INSURANCE INDUSTRIES SINCE 1897 National Underwriter Life & Health has been a driving force in insurance industry news for over 100 years. Senior Market Advisor champions the needs of advisors serving seniors in the insurance and financial industry. Life Insurance Selling offers field-tested sales strategies directly from top producers for a sales-oriented audience. ProducersWEB.com is the leading online destination for insurance and financial professionals looking to learn about new products and offers. In print and online, National Underwriter offers a full range of insurance resources for agents. Resources include our popular Tools & Techniques series. Part reference resource, part lucrative sales guide, these books deliver succinct solutions and indepth coverage for a range of specialties, from life insurance, retirement income planning and more. National Underwriter delivers resources in a dynamic, up-to-date online format, including Tax Facts Online, Tools & Techniques Online, OnlineAUS: Advanced Underwriting Series, and the new AdvisorFX online. Over a quarter of a million professionals are using our products and services each year. Learn more at NUCOStore.com. 12

13 contact us TOLL-FREE GROUP PUBLISHER Dave O Neil, doneil@sbmedia.com DIRECTOR OF SALES Curt Schwarzkopf, cschwarzkopf@sbmedia.com ACCOUNT EXECUTIVES Dan Hengehold, dhengehold@sbmedia.com GROUP MARKETING DIRECTOR Andrea Shin, ashin@sbmedia.com MARKETING MANAGERS Amy Sievertsen, asievertsen@sbmedia.com Jill Sheckels, jsheckels@sbmedia.com ADVERTISING COORDINATOR Julie Kenney, jkenney@sbmedia.com CLIENT MARKETING SPECIALIST Alex Rhodes arhodes@sbmedia.com 13