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Build your Insurance Agency
- 1. Why Building isbetter than Selling!
- 2. PROFITS SALES NEWCLIENTS TECHNOLOGY REVENUES
- 3. Increase the number of customers Increase the average transaction value Increase the number of transactions per Client lynnc
- 4. Sell more policiesto your current clients, why RETENTION RULES! Identify your Model Client and FIND more to grow with. Follow a PLAN that has Specific Measurable Results (SMR)
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- 7. Why do youlike them? Where are they located? How much revenue do they generate? Replicate them!
- 8. You will find that you can effortlessly… Double your Income Quadruple your Asset Value Triple your Profit Margins
- 9. The Sales ProcessHas Changed Accept It People Buy When They are READY to Buy Understand It People Buy from People Take Advantage of It A: Doing business the old way!
- 10. Outbound Emails SocialMedia Pages PDA’s The Internet Newsletters Landing Pages
- 11.
- 12. Sell More Policiesor Lines per Client Define your model client is and SELL to them Use LOW cost Technology to build relationships Have a high “Touch” plan for your customers and potential customers early and often
- 13. Keep them postedthrough Social Media applications like Facebook, Twitter and LinkedIn E-zines and Newsletters Provide ‘Value Added’ information on your blog Relationships Rule!
- 14. What we dois simple: We Create Marketing Strategies and Solutions We Provide Coaching and Training to support your implementation of those strategies and solutions
- 15. COACHING Tiered Programsto meet the needs of everyone in your office Create a fulfilling, enjoyable career and work environment Weekly sales and production requirements and goals Specific sales target and sales strategies
- 16. SALES SUCCESS BLUEPRINTExplains each facet of the system in detail Most effective when couple with a Coaching Program Comprehensive Guide to lead you through the process
- 17. TRAINING Webinars Indepthimmersion into important Insurance Industry topics of today
- 18. PROVEN MARKETINGSTRATEGIES Low-costway to build relationships Marketing Applications Technology at its BEST
- 19.
- 20. Thank you forjoining us! Its not Yes or No, Right or Wrong. It’s just what is possible!
- 21. www.pace360.com [email_address] 866– 570 – 9216 Ext 102 for Amanda to schedule an appt.
Editor's Notes
- #2 Thank you for being here, thanks for your time and interest in your own business success! Our Goal is to get you energized and excited to take action to grow your business, so if you want more profits, and revenue you are in the right place. introduction to the PACE360, and how PACE360 can provide specific assistance in your growth plan. The phone lines will be muted for most of the prestentation, If you want to ask a question or make a comment do that in the chat field. At the end, depending on time we will open up the phone lines to take questions. During the Webinar your phone will be muted Please feel free to submit questions via the Go To Webinar Console – If time allows, questions will be answered at the end of the presentation
- #3 Congratulations, in the insurance industry it is quite an ACCOMPLISHMENT that YOU MADE IT THIS FAR, doing what you can to find, sell and service those clients, I am assuming that you like EVERY client I have ever had, and to state the obvious YOU WANT MORE, And you are here probably because > You want or need to find NEW ways to get more, well you are in the right place
- #4 I MEET NEW CLIENTS AND ALWAYS ASK THE QUESTION: WHAT WAYS DO YOU USE TO GROW YOUR BUSINESS? THERE ARE HUNDREDS OF ANSWERS. NETWORKING, GOOD CUSTOMER SERVICE, YELLOW PAGES, WORD OF MOUTH, REFERRALS, ETC. YOU CAN SEE IT’S A LONG LIST. HOWEVER YOU WILL SEE, REALLY THE LIST IS SHORT, THERE ARE ONLY 3 WAYS TO GROW AND INCREASE REVENUES
- #5 We are using the analogy of BUILDING Here is our FOUNDATION and what we promote to be a business Builder. Foundation blocks. READ THE SLIDE THE NUMBER ONE MISTAKE, OR UNDERSITE people in Business MAKE, IS THAT THEY ARE NOT SPECIFIC. HAVE GOALS AND OBJECTIVES YOU CAN MEASURE. MORE THIS AND MORE THAT IS NOT GOOD ENOUGH. 11 IS SPECIFIC
- #6 STATEFARM STUDY follow the blue graph, if you have 1 after 10 you loose 90% Now look at green, if you have 3 policies after 10 you retain 90% By diversifying your offerings you will find that you can capitalize on the customer base that you already have… Think about your small business owner, Are you taking care of his personal lines as well? Or their employees personal lines the best way to increase the number of clients in an Insurance business is not to loose any. And YES keep finding new clients.
- #7 OUR POINT IS, taking the view of a business BUILDER you are better off with a focus on RETENTION, That’s exciting RIGHT? If you focus on selling more policies or lines to each client, or better said to your MODEL CLIENTS then you can make huge strides in Keeping your clients YOURS. And that directly impacts the number of clients you have. Don’t loose any. We can teach you to build relationships, and use technology to accomplish this goal. AND the BEST PART is, if and when you want to sell your biz RETENTION goes a long way towards VALUE of your BIZ.
- #8 We have a whole worksheet on this process and want you to develop a MODEL Client MINDSET. PERFECT CLIENTS mean partnership, you both win. IVE found most biz people think it’s a struggle to RESEARCH>, > MARKET > FIND and SELL a new client, THE POINT IS, do that only for PERFECT CLIENTS. You just need to define WHO they are and WHAT they look like!
- #9 Here is the bottom line of WHY building Matters. You will READ the SLIDE Then tell them about the book: BUILDING BUSINESS BLUEPRINT section one, read in detail Available on website
- #10 SO WHATS GETTING IN THE WAY? OLD SCHOOL BIZ The tools have changed but PEOPLE for the most part still want the same thing. They want you to solve their problems, they want to trust you, and they want value in their relationship with you. People Buy when THEY are ready NEW SCHOOL is NO MORE one stop close, or hope for a chance to quote. NO NO NO> Being proactive, you want to build relationships for SOME DAY, your investment in time today could yield benefits weeks or months, maybe years down the road. People Buy from People so BUILD RELATIONSHIPS! HAVE A PLAN FOR THAT< That IS something you can control. Also people buy from PEOPLE they KNOW, LIKE and TRUST Understand that BUILDING is still one of the only ways to enhance the KNOW< LIKE AND TRUST factor with a potential client. Have a plan to not only LEARN about your prospects in a meeting, but to also stay in front of that prospect over time, knowing when their policy renews and being there to consult weeks or months before that date.
- #11 AS I SAID The internet is now here to stay, and the internet is only a PART of what we call the information AGE. You are either upset with that news, or EXCITED as to what is possible Travel agencies Some Thrived while others died. Today is no different for Insurance Business. And Let me tell you this, The Internet provides ONE thing, ACCESS TO INFORMATION . KNOW it and prepare for it. HOW?
- #12 With your own information, information that creates your BRAND, your MESSAGE, your OFFERINGS All of this to increase your KNOW LIKE and TRUST factor With the Information age, the little guy can literally compete with the big guys. Take advantage of it! LISTEN I am going to date myself and tell you I remember when FAX machines were high tech, and what do that do They SHARED information. THEN there was EMAIL, same thing SHARED information Now the new world adds SOCIAL MEDIA which does the same, They all SHAREs Information. And BECAUSE there is so much information out there, and there is instant access to it, you need to PUSH information that accomplishes something, and we say that focus is RELATIONSHIPS where people get to know, like and trust you.
- #13 THE PACE PLAN for YOU is to HAVE A PLAN We can help, WEBINAR today is to INTRODUCE, I do not want to OVERWHELM or OVERSELL what we do. I want to BUILD a RELATIONSHIP with you and POINT YOU TO SOLUTIONS We are seeing LOTS of success with technology, and we promote the TOUCH with technology strategy. THAT IS HOW your clients want to stay in touch EXPAND your KNOW LIKE AND TRUST factor with GIVE TO GET stategies. My friends are people I trust, their advice I listen to. I give them permission for this. You need to do the same with LOW COST or FREE high tech touches. REFER TO SLIDE
- #14 We are seeing LOTS of success with technology, and we promote the TOUCH with technology strategy. THAT IS HOW your clients want to stay in touch EXPAND your KNOW LIKE AND TRUST factor with GIVE TO GET stategies. My friends are people I trust, their advice I listen to. I give them permission for this. You need to do the same with LOW COST or FREE high tech touches. REFER TO SLIDE
- #15 We are here to help, we only work with Insurance Professionals like yourself. YOU will see more PROGRAMS, specific offerings and training on our web site. the Bottom line is that people are looking for answers, and help in sales, and marketing the business to grow. We understand what you all are telling us, and WANT to be your PARTNER in BUILDING.
- #16 PACE is your PARTNER for COACHING > READ SLIDE and expand
- #17 PACE is your PARTNER for COACHING > READ SLIDE and expand
- #18 PACE is your PARTNER for COACHING > READ SLIDE and expand
- #19 PACE is your PARTNER for COACHING > READ SLIDE and expand
- #20 PACE is your PARTNER for COACHING > READ SLIDE and expand
- #21 AT THIS POINT you are in one of three places You are either someone that; Is self motivated and directed and given a NEW idea you are ready to do the work and get it done. so basically you do not need help now, that is fine Or you are someone that wants some help to build your busines so PLEASE contact us Have a conversation, EXPLORE, we encourage conversation, we would love to hear from you, your challenges, and maybe even what IS working so be in touch Third you are someone that wants to learn but see no immediate needs or conversation with us at PACE360, that is fine, stay tuned in will be promoting lots of tools for you moving forward.
- #22 Our phone number , and my email address are here for your convenience.