2. Welcome to SIMS Training for Agents and Staff!
SIMS
Sales Insight Management Solutions
Introductory Class
Introduction: Basics of navigation and use.
4. Target List Ordering
Internet
Leads
Acquiring Your Own
Lists
Leads
Uploaded
by
Corporate
Lead Generators:
Target List Ordering
Internet Leads
Leads Uploaded by Corporate
Acquiring Your Own Lists
Where do your monthly leads come from?
5. Benefits of SIMS
• SIMS streamlines your marketing process.
• Creates long term and short term marketing
plans.
• Organizes your lists and marketing plans
• Cost effective SMPs reduce out of pocket
expenses.
• Agency marketing money can be used in SIMS
• More client information can be stored in SIMS
than eCMS
6. Prospect
Lists
People you
have
contacted, but
they are not
clients
Can be called
if they are on
the Do Not Call
list Registry
Most likely you
have quoted
them in the
past
Come from
SIMS
Lead
Lists
New Clients
Must adhere
to Do Not
Call Status
You have not
contacted
these clients
in the past
Come from a
variety of
sources
Lists Manager
7. • SMPs are the backbone of the SIMS process.
• These are the tools that are used to reach out to your clients
• There are templates created by Farmers that can be used.
• You can create your own SMPs
• You can change the dateline for you SMPs
• You can set up SMPs to be reoccurring
SMP: Systematic Marketing Plan
9. Jennifer Huber
Trainer and Customer Service Manager
Farmers Insurance District 70
333 Hegenberger Rd Suite 710
Oakland, CA 94621
510-620-2200 (Office)
267-471-8161 (Cell)
Contact Information:
