Mortgage broker pitch slides

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Mortgage broker pitch slides

  1. 1. TWG Insurance “ The Mortgage Professional Partner of Choice”
  2. 2. Who is TWG? <ul><li>Founded in ‘03 by Harvard MBA Graduate </li></ul><ul><li>One of the Top 20 Largest Personal Insurance Brokers in the U.S. </li></ul><ul><li>Over 80 Licensed Agents on Staff </li></ul><ul><li>Support Staff of 35 – All Licensed </li></ul><ul><li>Staff Fluent in 5 Languages </li></ul>
  3. 3. Why Trust Your Borrower to TWG?
  4. 4. Experience – TWG Has More <ul><li>Typical Agency </li></ul><ul><li>Insures 10-20 homes/month </li></ul><ul><li>TWG Insurance </li></ul><ul><li>Insures~1200 homes/month </li></ul>
  5. 5. Superior Ratios and Pricing <ul><li>$100/month in payment/ratios </li></ul><ul><li>$79/month in payment/ratios </li></ul>$1,200/year $950/year $1200 Binder Nonrecurring Fee not included in monthly payment or DTI Ratios
  6. 6. Coverage – TWG Has Choice Fire Only Basic Cov Broad Cov All Perils Bulletproof * SOURCE: Office of Public Insurance Counsel, www.OPIC.COM , Retrieved May 24, 2010 TWG Insurance Wellington HOAIC Universal Travelers Chubb National Lloyds Cypress Safeco Chartis Nationwide* State Farm* Allstate* Farmers*
  7. 7. Underwriting – TWG Has You Covered
  8. 8. Underwriting – Three Calls to Three Carriers Typical A Typical B Typical C
  9. 9. Underwriting – TWG is Flexible PSIC Fidelity Safeco Wellington ARI Hartford CHUBB Chartis Fidelity Safeco ARI Universal Travelers HOAIC Cypress PSIC Fidelity HOAIC Safeco Travelers Universal Hartford MetLife Cypress PSIC Fidelity HOAIC
  10. 10. Hours – TWG Works More <ul><li>Typical Agency-Open 9-5ish </li></ul><ul><li>TWG-Open 8-6pm </li></ul><ul><li>+ Mobile E-Mail </li></ul><ul><li>Agent plus 1or 2 Unlicensed Staffers </li></ul><ul><li>Poor Coverage Over Lunch </li></ul><ul><li>Poor Emergency Coverage </li></ul><ul><li>Frequent Out of Office Appointments=Understaffed </li></ul><ul><li>No or Little After Hours Support </li></ul><ul><li>Golf Games Take Time! </li></ul><ul><li>60+ Agents, 20+ Service </li></ul><ul><li>100% Licensed Staff </li></ul><ul><li>Lunchtime Coverage </li></ul><ul><li>25% More Office Hours </li></ul><ul><li>(10 hrs/day vs. 8) </li></ul><ul><li>After Hours Coverage via Mandatory Smartphone </li></ul><ul><li>Team Approach to Cover Time Out of Office </li></ul>
  11. 11. Hours – TWG Works More Mon Tue Wed Thu Fri <8 Blackberry/iPhone Coverage 8 Guaranteed Office Coverage 9 10 11 12 1 2 3 4 5 6 7+ Blackberry/iPhone Coverage Mon Tue Wed Thu Fri <8 No Coverage 8 9 Potential Office Coverage 10 11 12 Spotty Coverage 1 Potential Office Coverage 2 3 4 5 6 No Coverage 7+
  12. 12. Coverage – TWG is Everywhere <ul><li>Typical Agency – Local Only </li></ul><ul><li>TWG – State and National </li></ul>Aggressive and Competitive Coverage Through Multiple Companies Coverage in Local Counties
  13. 13. TWG – Knows Your Business <ul><li>TWG Supports Your Industry </li></ul><ul><li>Active Members of: </li></ul><ul><ul><li>Texas Association of Mortgage Professionals </li></ul></ul><ul><ul><li>National Association of Professional Mortgage Women </li></ul></ul><ul><ul><li>Dallas Mortgage Bankers Association </li></ul></ul><ul><ul><li>Houston Mortgage Bankers Association </li></ul></ul><ul><li>TAMP Convention Sponsor </li></ul><ul><li>NAPMW Convention Sponsor </li></ul><ul><li>TMBA Convention Sponsor </li></ul>
  14. 14. TWG Insurance-The Referral How Do I Refer My Borrower? <ul><li>TWG is designed to handle your referrals in the way that fits your business model the best. </li></ul><ul><ul><li>E-Mail </li></ul></ul><ul><ul><li>Phone Call </li></ul></ul><ul><li>Provide the Following Information: </li></ul><ul><ul><li>Borrower’s Name </li></ul></ul><ul><ul><li>Date of Birth </li></ul></ul><ul><ul><li>Property Address Being Purchased </li></ul></ul><ul><ul><li>Current Address </li></ul></ul>
  15. 15. TWG PROVIDES YOU: <ul><li>Experience ~1200 Homeowner Policies per Month </li></ul><ul><li>Superior Product & Pricing </li></ul><ul><li>Choice of Coverage Limits </li></ul><ul><li>Maximum Agent and Staff Support </li></ul><ul><li>Nation-Wide Product Available </li></ul><ul><li>Agents with Industry Knowledge </li></ul><ul><li>Ease in Quoting Multiple Carriers in Minutes </li></ul>

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