Home and Auto Benefits Group

Home & Auto Benefits Group A Group Auto & Home Program for Leading Associations

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]

Why Roeding: Dependable Coverage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Roeding: Reliable Claims Service ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advantages of Home & Auto Benefits Group: For Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advantages of Home & Auto Benefits Group: For Members ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Advantages of Home & Auto Benefits Group: Program Managed by a Local Agent ,[object Object],[object Object],[object Object],[object Object],[object Object]

Defining Key Players Roles: Group Association’s Role ,[object Object],[object Object]

Defining Key Players Roles: Agent Agent’s Role ,[object Object],[object Object],[object Object]

Defining Key Players Roles: Travelers, MetLife, Auto-Owners Insurance Company Role ,[object Object],[object Object],[object Object],[object Object]

Keys to Success: Develop a Comprehensive Marketing Plan 6th Month: Date 5th Month: Date 4th Month: Date 3rd Month: Date 2nd Month: Date 1st Month: Date Launch Date: Other Dues Stuffers Raffles New Member Packets Brochures New Member Orientation Access to List of Members Internet Website Link Newsletters Benefit/Vendor Fairs Onsite Testimonials Meetings Posters or Bulletin Boards Announcement letter Communication Method Frequency Y/N Communication Method Frequency Y/N

Keys to Success: Proven Communications Posters Inserts Brochures

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Next Steps ,[object Object],[object Object],[object Object]

Home & Auto Benefit Group It can Help You Thank You!

Office Employees: Sample Marketing Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Newsletter Article 15 th Newsletter Article 15 th Newsletter Article 15 th Newsletter Article 15 th Newsletter Article 15 th Newsletter Article 15 th E-mail 2 nd E-mail 2 nd E-mail 2 nd Payroll Stuffer 1 st Onsite 1 st Payroll Stuffer 1 st Onsite 1 st Payroll Stuffer 1 st Onsite 1 st Month 6 Date Month 5 Date Month 4 Date Month 3 Date Month 2 Date Month 1 Date

Office Employees: Sample Pre-Launch Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2 days prior Organize onsite -Raffle prizes/gift cards for onsite -Brochures and quote forms 2 days prior Reminder e-mail about onsite sent 1 week prior Educate staff on program and marketing efforts 2 weeks prior to meeting Onsite visit announcement 2 weeks prior to launch Pre-launch marketing kit to business contact -Brochures for new hire packets -Posters for break room -Content for intranet and benefits book -Content for newsletter article -E-mail announcement 5 Weeks prior to launch Order brochures, payroll stuffers and posters 4-5 weeks prior to launch Code Set up (Mktg agreement & questionnaire to SE) Date Completed Target Date Person (s) Responsible Strategic Steps

Home and Auto Benefits Group

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