Improving Insurance Agents' Sales Productivity

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Overview of the Market Logix Opportunity Reports and prospect leads, including what's included and how these features can improve sale effectiveness for insurance agents and brokers

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Improving Insurance Agents' Sales Productivity

  1. 1. Market Logix for AoA Members
  2. 2. Market Logix for AoA Members
  3. 3. 2. using market intelligence is key Smart growth [smahrt grohth] n. 1. getting maximum return from your sales and marketing efforts
  4. 4. See where the opportunities are These are eating places in New Haven, CT
  5. 5. * * Optional data
  6. 6. Pick a geographic area Pick some desirable classes and business sizes Order some leads and have at it The traditional approach to growth:
  7. 7. Believing that more is better when it comes to leads Traditional time wasters….
  8. 8. Believing that more is better when it comes to leads Traditional time wasters…. Working prospects your carriers won’t write
  9. 9. Believing that more is better when it comes to leads Traditional time wasters…. Working prospects your carriers won’t write Pursuing businesses that are in financial decline
  10. 10. The smart growth approach: Pick a geographic area
  11. 11. The smart growth approach: Pick a geographic area Identify classes and business sizes that offer the best potential within that market
  12. 12. The smart growth approach: Pick a geographic area Identify classes and business sizes that offer the best potential within that market Clarify which of these are growing / likely to be written
  13. 13. The smart growth approach: Pick a geographic area Identify classes and business sizes that offer the best potential within that market Clarify which of these are growing / likely to be written Focus your attention on these opportunities
  14. 14. The GeoLogix platform fuels Market Logix 250 million households 35 + million current businesses 70 major data sources Data built on foundation of individual company record Enriched by more than 25 years of successful client engagements with top banks
  15. 15. Select up to 5 ZIP codes or 5 counties for each report Choose either “Size by Number of Employees” or one of the “Location Driven Risk” items as a filter for your information
  16. 16. Partial view of Top 50 classes:
  17. 17. All reports include the essential measures
  18. 18. Select additional measures from these options All report include the essential measures
  19. 19. Select additional measures from these options All report include the essential measures
  20. 20. Select additional measures from these options All report include the essential measures
  21. 21. Top Classes Filter: New Haven County, CT Filter: 50-99 Employees Created: 11/18/10 Top SICs Number of Businesses Value of Structures Value of Inventories Number of Businesses Value of Structures Value of Inventories Number of Businesses Value of Structures Value of Inventories Number of Businesses Value of Structures Value of Inventories 8322 - Individual and family services 17 73021227 639 2 4725982 91 15 68295245 548 8211 - Elementary and secondary schools 87 515761229 3117 4 6538340 144 83 509222889 2973 5812 - Eating places 24 97069066 838 1 1685040 39 5 62678297 156 17 31411729 637 8361 - Residential care 7 28656581 246 1 4186200 33 6 24470381 212 7361 - Employment agencies 4 16375012 268 1 891072 39 3 15483940 229 8748 - Business consulting, nec 4 12053339 148 4 12053339 148 8711 - Engineering services 4 18121415 177 1 3081902 41 3 15039513 136 7389 - Business services, nec 34 161769504 1330 2 10434900 76 4 6533118 107 28 144801486 1146 8742 - Management consulting services 6 36412488 224 6 36412488 224 8062 - General medical & surgical hospitals 4 108713135 128 4 108713135 128 1629 - Heavy construction, nec 3 17599730 133 1 2953580 34 2 14646150 100 5411 - Grocery stores 6 8538685 234 6 8538685 234 8051 - Skilled nursing care facilities 15 44628410 557 1 6671770 20 14 37956640 537 9121 - Legislative bodies 27 185367458 1403 1 5115110 55 26 180252348 1347 1721 - Painting and paper hanging 4 3427738 158 4 3427738 158 1711 - Plumbing, heating, air-conditioning 3 6167083 110 3 6167083 110 8351 - Child day care services 6 17800299 127 2 6879100 61 4 10921199 66 9199 - General government, nec 9 95639672 411 1 0 32 8 95639672 379 8641 - Civic and social associations 11 69523248 408 11 69523248 408 9224 - Fire protection 8 5318817 219 1 0 37 2 2527003 44 5 2791814 138 4953 - Refuse systems 7 12302589 251 1 4591060 42 6 7711529 208 8712 - Architectural services 3 46397526 105 1 38814020 38 2 7583506 67 8011 - Offices & clinics of medical doctors 28 529014375 926 1 110868700 38 4 48742745 136 23 369402930 751 7911 - Dance studios, schools, and halls 3 2787446 114 3 2787446 114 9111 - Executive offices 5 69733362 220 1 2712430 0 4 67020932 220 Total Top Businesses regardless of Payment Risk Payment Risk - High Payment Risk - Medium Payment Risk - Low
  22. 22. Example includes optional data
  23. 23. With these prospects, selling time is highly productive
  24. 24. Lead information can be imported into agency contact management systems
  25. 25. Web: GeoLogixSolutions.com Market Logix for Agents E-mail: jim@geologixsolutions.com Phone: 860-974-2306

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