Edited J V Insurance Agency

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JBL Premier Insurance JV Presentation

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Edited J V Insurance Agency

  1. 1. Joint Venture Insurance Agency Richard Johnson Direct: (888) 507-8683 Email: rich@jblpremier.com Confidential
  2. 2. RICH R esidual I ncome C reates H appiness
  3. 3. Joint Venture Insurance Agency Program Benefits to “Affiliated Agency” <ul><li>Affiliated Agency Receives Commissions on New Business and on Renewal </li></ul><ul><li>Affiliated Agency E&O Insurance Policy Provided By Premier Insurance Services. </li></ul><ul><li>Affiliated Agency Gains Equity Through Book Value of Clients </li></ul><ul><li>Quoting Via Simple and Fast Call Center/Internet Facility with “Live Chat” Support </li></ul><ul><li>Customer Service and Claims Support Provided by Premier Insurance Services After the Policy is Issued </li></ul><ul><li>Detailed Monthly Progress Reports </li></ul><ul><li>Commissions Paid Monthly </li></ul><ul><li>Professional Agent Experts to Cross Sell Other Insurance Lines on Your Behalf </li></ul>
  4. 4. <ul><li>Guaranteed, Competitive Rates </li></ul><ul><li>Huge Portfolio of Competitive, Name Brand Insurance Companies to Choose From </li></ul><ul><li>Many Discounts Available For Homeowners, Auto, Life & Health </li></ul><ul><li>Policy Placement in 10 Minutes </li></ul><ul><li>Superior Claims Service </li></ul><ul><li>Excellent, Ongoing Customer Service </li></ul><ul><li>Many Companies Member of Fortune 500 </li></ul><ul><li>24/7 Live Claims Support For Most Carriers </li></ul><ul><li>Management Team With Over 27 Years Experience </li></ul>Joint Venture Insurance Agency Program Benefits to Clients
  5. 5. R.I.C.H. Pro Forma <ul><ul><ul><li>250 Transactions </li></ul></ul></ul><ul><ul><ul><li>30% Home / 10% Auto Capture Rate </li></ul></ul></ul><ul><ul><ul><li>$650 Home / $1750 Auto Premium </li></ul></ul></ul><ul><ul><ul><li>80% Renewal Rate </li></ul></ul></ul><ul><ul><ul><li>7 Year Residual </li></ul></ul></ul><ul><ul><ul><li>$250,000 </li></ul></ul></ul>
  6. 6. CA Requirements <ul><li>Pre Licensing Fire and Casualty (Agent only) </li></ul><ul><li>Pass the State of CA Exam </li></ul><ul><li>Agent Application and Fee </li></ul><ul><li>Business Entity Formation (Agency) </li></ul><ul><li>Agency Application and Fee (Agency only) </li></ul>
  7. 7. Agency Startup Checklist (Phase 1) <ul><li>Select person to become licensed agent </li></ul><ul><li>Schedule Insurance test prep course or state required courses </li></ul><ul><li>Schedule the Property and Casualty Insurance Exam and have fingerprint/background check </li></ul><ul><li>Setup Business Entity – Sub S Corporation </li></ul>
  8. 8. Agency Startup Checklist (Phase 2) <ul><li>Submit Individual and Business Entity Applications with required supporting documents and fees to your state’s department of insurance </li></ul><ul><li>Setup phone number, fax number, and email address for new agent </li></ul><ul><li>Develop a JPEG logo for your new insurance agency (Optional) </li></ul><ul><li>Review letter campaign material (Optional) </li></ul>
  9. 9. Agency Startup Checklist (Phase 3) <ul><li>Sign & Submit: Producer Agreement & W-9 </li></ul><ul><li>Appointment Information Sheet & Agent and Agency Licenses </li></ul><ul><li>Agent and Agency Appointment by Premier Insurance Services </li></ul><ul><li>Agent training and Agency Rollout </li></ul><ul><li>Start Making Money & Residual Income! </li></ul>
  10. 10. Wrap Up * Interested in the Next Steps … * Allow 15-20 Minutes … * Contact Richard Johnson …888-507-8683 * Schedule In-Person Presentation (Allow 2 weeks) … RICH – R esidual I ncome C reates H appiness

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