This document provides an overview of starting an exclusive agency with Allstate. Key points:
- Allstate offers support like brand recognition, education programs, marketing materials and 24/7 claims service to help agents build their business.
- To get started, agents need available capital, property and casualty and life/health licenses, and NASD licenses. Qualities like success, self-motivation and entrepreneurial spirit are important.
- Agents can earn revenue through property and casualty commissions, Allstate financial commissions, bonuses for education, agency establishment and development based on tiers of performance levels.
- Allstate provides comprehensive education and support like branded retail environments, yellow pages advertising, executive advantage funds
In questa presentazione in power point tratterรฒ i seguenti argomenti (tutti collegati al discorso dei flow chart):
- sequenza;
- alternativa;
- blocco in generale;
- blocco di selezione;
- blocco di iterazione.
Inoltre sono presenti tre esercitazioni che sono state eseguite in classe.
In questa presentazione in power point tratterรฒ i seguenti argomenti (tutti collegati al discorso dei flow chart):
- sequenza;
- alternativa;
- blocco in generale;
- blocco di selezione;
- blocco di iterazione.
Inoltre sono presenti tre esercitazioni che sono state eseguite in classe.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
ย
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.๐คฏ
We will dig deeper into:
1. How to capture video testimonials that convert from your audience ๐ฅ
2. How to leverage your testimonials to boost your sales ๐ฒ
3. How you can capture more CRM data to understand your audience better through video testimonials. ๐
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
ย
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
ย
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
ย
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
ย
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firmโs foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
ย
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
ย
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
ย
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Building Your Employer Brand with Social MediaLuanWise
ย
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement โ helping to position your organization as an employer of choice in today's competitive talent landscape.
"๐ฉ๐ฌ๐ฎ๐ผ๐ต ๐พ๐ฐ๐ป๐ฏ ๐ป๐ฑ ๐ฐ๐บ ๐ฏ๐จ๐ณ๐ญ ๐ซ๐ถ๐ต๐ฌ"
๐๐ ๐๐จ๐ฆ๐ฌ (๐๐ ๐๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐๐๐ญ๐ข๐จ๐ง๐ฌ) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
๐๐ ๐๐จ๐ฆ๐ฌ provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
โญ ๐ ๐๐๐ญ๐ฎ๐ซ๐๐ ๐ฉ๐ซ๐จ๐ฃ๐๐๐ญ๐ฌ:
โข 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
โข SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
โขFreenBecky 1st Fan Meeting in Vietnam
โขCHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
โข WOW K-Music Festival 2023
โข Winner [CROSS] Tour in HCM
โข Super Show 9 in HCM with Super Junior
โข HCMC - Gyeongsangbuk-do Culture and Tourism Festival
โข Korean Vietnam Partnership - Fair with LG
โข Korean President visits Samsung Electronics R&D Center
โข Vietnam Food Expo with Lotte Wellfood
"๐๐ฏ๐๐ซ๐ฒ ๐๐ฏ๐๐ง๐ญ ๐ข๐ฌ ๐ ๐ฌ๐ญ๐จ๐ซ๐ฒ, ๐ ๐ฌ๐ฉ๐๐๐ข๐๐ฅ ๐ฃ๐จ๐ฎ๐ซ๐ง๐๐ฒ. ๐๐ ๐๐ฅ๐ฐ๐๐ฒ๐ฌ ๐๐๐ฅ๐ข๐๐ฏ๐ ๐ญ๐ก๐๐ญ ๐ฌ๐ก๐จ๐ซ๐ญ๐ฅ๐ฒ ๐ฒ๐จ๐ฎ ๐ฐ๐ข๐ฅ๐ฅ ๐๐ ๐ ๐ฉ๐๐ซ๐ญ ๐จ๐ ๐จ๐ฎ๐ซ ๐ฌ๐ญ๐จ๐ซ๐ข๐๐ฌ."
1. Choose your own direction
Building a business as an Allstate Exclusive Agent
2. Building a Business As an
Allstate Exclusive Agent
The following overview highlights the R3001 start-up agency opportunity.* Agency
owners are independent contractors and are not employees of Allstate. The information
in this overview is for the 2008 R3001 start-up agency opportunity. All information,
including bonus, revenue, compensation, and education information is subject to change.
See the 2008 R3001 Exclusive Agency Agreement, the Exclusive Agency Independent
Contractor Manual, the Exclusive Agency Independent Contractor Reference Guide, the
Supplement for the R3001 Agreement, and the Allstate Agency Standards for full details.
These documents will be available on January 1, 2008.
* Excludes New York and New Jersey
2
3. Join an Industry Leader
ENJOY THE BENEFITS OF WORKING WITH ALLSTATE
Allstate provides you with support that is among the best in the industry
High brand-name recognition
A comprehensive education program for new agents
Unlimited money-making potential
Ownership of the economic interest in the book of business your agency writes
Agency Technology Allowance for Agency Owned Technology (AOT)
In-house claims organization with 24 x 7 service
A targeted direct-mailing program with hundreds of Allstate-approved marketing
materials designed to help you generate revenue for your agency
An exciting awards and recognition program that rewards you for achieving business
objectives established by Allstate
Support from Allstateโs field distribution leadership group
Potential to own multiple locations
3
4. Getting Started
WHAT YOU NEED TO SUCCEED AT ALLSTATE
Requirements
Available start-up capital to meet cash flow market requirement
P&C and Life/Health licenses
NASD Series 6 license (and Series 63 license if required by state law),
which will need to be obtained within a certain time after agency
appointment
Characteristics
Proven track record of success
Self-motivated
Goal and success-oriented
Willing to take risks
Able to hire, develop, and manage staff
Possess an entrepreneurial spirit
Driven to succeed and make a lot of money
4
5. Navigating Your Business Options
DECIDE HOW TO RUN YOUR BUSINESS
Develop your business plan
Research market demographics
Conduct cash flow review
Find your location
Assist with identifying office location and get field distribution leadership approval
Negotiate your lease
Establish office set-up
5
6. Becoming an Exclusive Agent
BENEFITS OF REPRESENTING ALLSTATE
Support from an industry leader
Access to education, 24-hour customer service and dynamic recognition
programs
Attractive compensation package
WAYS TO EARN REVENUE
Property and Casualty (P&C) commissions
Allstate Financial commissions
Education Bonus
Agency Establishment Bonus
Agency Development Bonus I
Agency Development Bonus II
Agency Performance Profile Agency Bonus
6
7. Property and Casualty Commissions
P&C COMMISSIONS SCALE
* Excludes state exceptions
7
8. Allstate Financial Opportunity
TWO WAYS TO EARN ALLSTATE FINANCIAL REVENUE
Write life and financial products on your own (โSoloโ business)
Partner with an Exclusive Financial Specialist (โSharedโ business)
Allstate Financial enhanced commission scales are based on your
productivity โ the more you write, the higher the commission scale
8
9. Comprehensive Education Program
ALLSTATE-PROVIDED EDUCATION TO HELP YOU GET AHEAD
Sign the Education Agreement
Complete a regionally-delivered education program on Allstateโs products
and processes โ includes a mentoring program, if available
Receive Education Bonus
Successfully complete education program
$3,000 payable in first month of R3001 Agreement
9
10. Allstate Support
BRANDED RETAIL ENVIRONMENT (BRE)
BRE: Allows agents to provide a consistent look to their agencies via
furniture, light fixtures, etc.
Agents participating in BRE program will receive a $3,000 bonus
Bonus is payable in first month of R3001 Agreement
YELLOW PAGES AND CO-OP
Yellow Pages: First year of advertising in the Yellow Pages will be paid by
Allstate (approximately $2,500)
Co-op: Agent receives up to 50% reimbursement for company-approved
advertising expenses per year (approximately $4,500)
10
11. Allstate Support, Continued
EXECUTIVE ADVANTAGE*
GIVE YOUR AGENCY AN EDGE
Agencies earn a cash value based on agency performance and agency size
Funds used for goods and services aimed at fueling profitable growth
Agencies can use these funds at the Executive Advantage Web page to buy
goods and services that can help:
Brand My Agency
Grow My Agency
Manage My Agency
Agency Owned Technology (AOT)*
AOT: Provides you flexibility to lease/purchase technology (within Allstateโs
specifications) that meets your unique needs
You select the technology vendor for installation and support; you may use
Verizon, for example, or any vendor of your choice
Agency Technology Allowance can assist with the cost of your AOT
* This work is still in progress
11
12. Tier Structure
USE OF TIERS
Four tiers based on P&C performance in relation to your cash flow
Tier 1: at least 225% of your baseline cash flow
Tier 2: 150% to 224% of your baseline cash flow
Tier 3: 90% to 149% of your baseline cash flow
Tier 4: <90% of your baseline cash flow
Tiers are determined monthly
12
13. Agency Establishment Bonus
AGENCY ESTABLISHMENT BONUS
Bonus payout is based on your tier
Your tier will be based on your cumulative production in months 1 โ 3
relative to your baseline cash flow for months 1 โ 3
Tier 1: $10,000
Tier 2: $7,500
Tier 3: $5,000
Tier 4: $0
Agency Establishment Bonus will be paid in month 4
13
14. Validation Requirements
Validation Requirements
Two production requirements (one for Property & Casualty โ P&C, and one for
Allstate Financial โ AF) need to be achieved within the first 6 months of agency
affiliation
The P&C requirement is derived from your baseline cash flow
โ The P&C requirement is 90% of the baseline cash flow (Tier 3 level)
The Allstate Financial requirement is $5,000 or more in Allstate Financial
production credit
Additional validation will occur at 12 months
All validation requirements are conditions of the agency relationship. Failure to meet
the validation requirements will lead to termination of the Agency Agreement.
14
15. Agency Development Bonus I
Agency Development Bonus I (ADB I)
ADB I is eligible to be received/paid in months 2 โ 37*
Based on your tier determined by your current monthโs production, a bonus
rate will be applied to your current monthโs net new P&C written premium,
and a bonus will be paid in the following month
See next slide for bonus rates by tier and month
* ADB I will also be paid in months 38-49 for any month you achieve Tier 1 status during months 37-48; ADB I will also be paid in months
38-43 for any month you achieve Tier 2 status during months 37-42
15
17. Agency Development Bonus II
Agency Development Bonus II (ADB II)
ADB II is eligible to be received/paid in months 2 โ 37*
Based on your tier determined by your current monthโs production, a dollar
amount will be applied to your current monthโs P&C net Policy in Force
(PIF) growth over prior month, and a bonus will be paid in the following
month
See next slide for dollar amounts by tier and year
* ADB II will also be paid in months 38-49 for any month you achieve Tier 1 status during months 37-48; ADB II will also be paid in
months 38-43 for any month you achieve Tier 2 status during months 37-42
17
19. Agency Performance Profile Agency Bonus
AGENCY PERFORMANCE PROFILE AGENCY BONUS
Agency Bonus for agents with 36 months or less of affiliation is determined by agency
performance on the Agency Performance Profile measurement system
Calculated as a % of total P&C written premium
Annual bonus, with the bonus period running from January through December of calendar
year
Bonus is paid after the end of the calendar year
First year of bonus is pro-rated
Agency Performance Profile measurement system for agents with 36 months or less
of affiliation who are eligible for Start-up Agency incentive compensation is built on
three independent measurement categories:
Retention
Policy growth over cash flow policy growth goal
Allstate Financial production credit
19
21. Receive Support from Allstate
TO HELP YOU MEET BUSINESS OBJECTIVES, YOUโLL HAVE SUPPORT
FROM FIELD DISTRIBUTION LEADERS
Support from a New Agency Consultant (NAC) for the first 18 months
Ongoing support from field distribution leaders, including scheduled Agency
Status Reviews at certain months
21
22. Awards and Recognition
AS AN EXCLUSIVE AGENT, YOUโLL HAVE THE OPPORTUNITY TO
QUALIFY FOR ALLSTATEโS EXCITING AWARDS AND RECOGNITION
EVENTS
Regional Champions Conference
Overnight event with spouse or guest
Chairmanโs Conference
Company-wide conference trip with spouse or guest
Chairmanโs Inner Circle
Add-on trip to Chairmanโs Conference with spouse or guest
Leaders Forum
Business meeting for top agencies to network, share a wealth of ideas and learn from the
โbest of the bestโ
Short-term/local promotions may be available throughout the year
22
23. This overview is confidential and proprietary information which is the exclusive property of
Allstate Insurance Company and its affiliates, and subsidiaries, including Allstate Life
Insurance Company (the โCompanyโ), and may not be disclosed to third parties, other than
outside advisors or as required by law, without first having obtained written permission from
Allstate Insurance Company.
Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA).
Registered Broker-Dealer. Member NASD, SIPC. Main Office: 2920 South 84th Street,
Lincoln, NE 68506. 877-525-5727.
Commission and bonus amounts are subject to change.
Allstate is an Equal Opportunity Company.
For more information, contact Allstate toll-free at 877-258-9012, or visit allstateagent.com.
ยฉ2007 Allstate Insurance Company. allstate.com