OREGON REVENUE GROWTH MEETING PRE-READ. Allstate Northwest

Transcription

1 OREGON REVENUE GROWTH MEETING PRE-READ

2 Table of Contents» Q1 Recognition» Competitor Rate Activity» Lead Activity Tool» esuite Overview» LSP Support» Claims Support»2017 AFFHIC Grants & Giving Campaign

3 Q1 RECOGNITION

4 Top 10: Total Standard Auto Quotes Growing to Scale 1. Jenn Thompson Heather Cator Susan Snyder Scott Robblee Karen Townsend Ken Merrell David Martin Erik Benson Alexander Nhat Nguyen Claire Roshak 116 At Scale 1. Paul Choruby Heidi Doebel Dan Peterson Shawn Schmidtke Bill Cavinee Mike Gopsha Rod Renard Brent Wylam Jeff Rohde Tracy Bullock 155

5 Top 10: Total Homeowners Quotes Growing to Scale 1. Jenn Thompson Heather Cator Susan Snyder Scott Robblee Karen Townsend Ken Merrell David Martin Erik Benson Alexander Nhat Nguyen Claire Roshak 53 At Scale 1. Paul Choruby Heidi Doebel Bill Cavinee Rod Renard Mike Gopsha Shawn Schmidtke Tracy Bullock Richard Hansen Cheri Towery Jeff Rohde 55

6 Top 10: Standard Auto New Business Growing to Scale 1. Ken Merrell Joseph Sturgis Yolanda Guzman Heather Cator Susan Snyder Brian Moreau James Nolan Kenneth Kinzler Jenn Thompson Rebecca Fairbanks 57 At Scale 1. Paul Choruby Bill Cavinee Mike Gopsha Heidi Doebel Jeff Rohde Shawn Schmidtke Rod Renard Brent Wylam Rob Zollinger Richard Hansen 65

7 Top 10: Homeowners New Business Growing to Scale At Scale 1. Heather Cator Jenn Thompson Susan Snyder Alexander Nhat Nguyen Sue Tat Suen Brian Moreau James Nolan Rene Huurman Claire Roshak Kenneth Kinzler Paul Choruby Bill Cavinee Rod Renard Heidi Doebel Shawn Schmidtke Jeff Rohde Mike Gopsha Mark Hall Brent Wylam Mike Eaton 29

8 Top 10: IPS New Business Growing to Scale 1. Kenneth Kinzler Jolene Weber Ken Merrell Janet Peters 9 5. Timothy Anderson 9 6. Rebecca Fairbanks 8 7. Heather Cator 7 8. Susan Snyder 7 9. Brian Moreau 6 Douglas DiCola 6 Karen Townsend 6 At Scale 1. Mike Gopsha Bill Cavinee Paul Choruby 8 4. Richard Ruhl 6 5. Jason Lewis 6 6. Justin Fox 6 7. Ken Robblee 6 8. Mark Hall 5 9. Brent Wylam Paul Tornay 5

9 Top 10: Production Credit New Business Growing to Scale 1. Karen Townsend 23, Thomas Quirk 18, James Nolan 13, Ken Merrell 9, Neil Lansing 9, Douglas DiCola 7, Timothy Anderson 7, Janet Peters 7, Brian Moreau 7, Giovanina Osborn 7,261 At Scale 1. Tracy Bullock 91, Jason Lewis 41, Shawn Schmidtke 29, Mike Gopsha 25, Bill Cavinee 15, Justin Fox 10, Damian Gobel 7, Mark Hall 6, Mark McOmie 6, Paul Choruby 6,213

10 Top 10: AES Scores Growing to Scale 1. Randal Philbrook Andee McNabb Lawnie Tucker Dennis Michalek Rebecca Fairbanks Daniel Colgan Erik Benson James Nolan Joseph Sturgis David Martin At Scale 1. Paul Tornay Damian Gobel Cheri Towery Jason Lewis Marc Skinner Richard Ruhl Paul Choruby Mike Eaton Richard Hansen Shawn Schmidtke 112.8

11 Top 10: Highest Homeowners Retention & Growing Growing to Scale 1. Randal Philbrook Aric Guttman Shaheen Yazd Adli Khatatbeh Scott Walters Reggie Reginald Tina Pasto Jenn Thompson Daniel Colgan Timothy Farr At Scale 1. Heidi Doebel Bill Cavinee Rod Renard Tracy Bullock Paul Tornay 88.46

12 Top 10: Highest Standard Auto Retention & Growing Growing to Scale 1. Randal Philbrook Heather Cator Joel Phillips Janet Peters Erik Benson Timothy Farr James Nolan Jenn Thompson Warren Smalley Timothy Anderson At Scale 1. Tracy Bullock Jeff Rohde 83.88

13 Top 10: TCAS IIF Growth Growing to Scale 1. Heather Cator 10.4% 2. Brian Gray 5.0% 3. Aundrea Jacobs 4.3% 4. Jenn Thompson 3.7% 5. Adli Khatatbeh 2.6% 6. Janet Peters 1.7% 7. Susan Snyder 1.5% 8. Timothy Farr 1.1% 9. Scott Robblee 1.1% 10. Timothy Anderson 1.0% At Scale 1. Tracy Bullock 0.6% 2. Bill Cavinee 0.1%

14 COMPETITOR RATE UPDATES

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16 LEAD ACTIVITY TOOL

17 Lead Activity Tool What is it?

18 Lead Activity Tool Where are my leads?

19 esuite UPDATE

20 Use esuite Integration to Drive Agency Revenue Integrate esuite features to drive agency revenue Personalized Proposal Personalized Proposal Automated Workflow Customer Onboarding Automated Workflow MyAccount, epolicy, ebill and EZ Pay Home + Life Automated Workflow Opportunity for increase in revenue by state when utilizing Personalized Proposal Workflow Oregon - $21,248 of additional revenue YE AVG NB premium $664 *Please view attached PDF for detailed esuite integration process esuite Integration Drive Agency Revenue Step Feature Benefits Quote & Personalized Proposal Personalized Proposal Automated Workflow Bind Policy & Customer Onboarding Automated Workflow At the end of the Quote process, clicking the eproposal button will generate a Personalized Proposal directly from Alliance. Personalized Proposals differentiate Allstate and clearly display the value of working with your agency Proposals include coverages and limits with easy-to-understand explanations A single Personalized Proposal can include up to 10 quotes and can even be sent in Spanish After sending the Personalized Proposal from Alliance, the eagent Personalized Proposal Workflow will begin. Workflow metrics have shown increases to the Personalized Proposal bind rate by up to 4%, resulting in an average of 32 New Business policies per 800 Proposals sent Oregon - $21,248 of additional revenue YE AVG NB premium $664 Viewed proposals are bound an average of 26% of the time Automated s go out on behalf of the agency and To-Dos are generated by the system, saving agencies an average of 60 minutes per day Personalized Proposal Workflow increases view rate, conversion rate and agency capacity Once your agency has bound a policy (includes policies bound via web or call center), the eagent Customer Onboarding Workflow will begin. Customer Onboarding Workflow is made up of four system generated To-Dos, reminding the agency to follow up on customer onboarding activities System generated To-Dos include important reminders such as ensuring customers are registered in My Account allowing for enrollment in epolicy, ebill, EZ Pay and enabling esign of T-Docs o Enrolling customers into My Account helps lock in discounts and can save 75 minutes per LSP per day through customer self-service o esign saves time, is error proof, provides an audit trail and has a 98% completion rate o Live into Trusted Advisor by meeting customer expectations. According to JD Power, 80% of P&C customers want online access to their insurance policies, and customers are more satisfied with both online access and having an agent. Workflow To-Dos streamline the Onboarding Checklist to increase agency capacity Customer Onboarding Workflow increases customer satisfaction and agency capacity 4 Home + Life Automated Workflow Home + Life Workflow begins when a Homeowners New Business policy is purchased and the customer qualifies. Home + Life Workflow focuses on mortgage protection Workflow is made up of one system generated To-Do and an automated Home + Life Workflow increases cross sell opportunity and agency capacity

21 LSP SUPPORT

22 NW LSP Support - Oregon Attract Dedicated Agency Staff Recruiter Diana Shanks or dshbo@allstate.com Agency Staff Recruiting database nwroroad/recruiting Targeted LSP sourcing/search capability by request Agency staff assessments Hireselect Agency staff career website Recruitment marketing material Available in Blueprint, MOC, POD or Hearsay Social Develop Staffing resources on Gateway LSP On-going Education Wednesday Wedinar, Post-bind education in TalentConnect (live) Post-bind education in Allstate University (on-demand) LSP Fundamentals Retain Agency Staff Engagement LSP Forums LSP Incentive Programs Life Licensed Certification Program

23 CLAIMS SUPPORT

24 QuickFoto Claim

25 Quick Card Pay What is it? A digital payment method allowing Allstate to make payments to a personally held debit card. Typically, funds are available within minutes! Fastest access to spendable funds than other available payment methods we offer. ALLSTATE IS THE FIRST P&C CARRIER TO OFFER THIS QUICK AND EASY DIGITAL PAYMENT METHOD! Customer must have personally held debit card. (no credit cards or corporate/business cards can be used) Payment must be under $10,000 per transaction Single payee claim MasterCard or Visa logo displayed on debit card (gift card or prepaid debit card can t be used) LET CUSTOMERS KNOW!

26 My Account > MyClaim

27 2017 AFFHIC Grants & Giving Campaign For more information about grants, click here 2017 Giving Campaign - April 1-30, 2017 Enter your pledge today on Allstate s Give Back portal Be a Force for Good in your Community Read more about how YOU can volunteer here!