The document outlines a home and auto insurance benefits program designed for associations, emphasizing dependable coverage, reliable claims service, and various member advantages. It discusses the roles of the group association, agents, and insurance companies, as well as keys to a successful implementation and marketing strategy. The program offers unique benefits such as special rates for members, online claim services, and portability of policies, all at no additional cost to the association.

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

2. Agenda Why Roeding Insurance Home & Auto Benefits Group Advantages of Benefits Plus Defining Roles Keys to Success Summary

3. Why Roeding: Dependable Coverage Auto Homeowners Condominiums Renters Dwelling Fire Flood Recreational Vehicle Boat & Yacht Valuable Items Umbrella Identity Theft Wedding

4. Why Roeding: Reliable Claims Service 24/7 toll-free claim reporting Highly-trained property adjusters across the country who use wireless technology to help ensure immediate response, inspection and accurate resolution. After-hours emergency response teams that can be on site within hours after the report of a serious loss. Access to more than 7,000 approved auto repair and glass network shops that performed guaranteed repairs. Hassle-free ConciergeCLAIM service in many metropolitan areas Online claim service that provides the status of their claim, a repair shop locator, answers to frequently asked questions and more.

5. Advantages of Home & Auto Benefits Group: For Group Enhance your benefit package at no cost. Auto and home insurance is a required expense for most members, and therefore a well suited addition to your member benefits. Offering an auto and home insurance benefit allows you to design a “best-in-class” package that sets your association apart. You can attract and retain members by offering a benefit that helps them save money on their auto and home insurance with special program rates Members can enroll at any time and no minimum participation is required. Policies are portable.

6. Advantages of Home & Auto Benefits Group: For Members Free insurance checkup by trusted agent Special rates on products they MUST buy Agent represents many top insurance companies Several convenient payment options – including EFT Voluntary participation – Open Enrollment Quotes by phone, fax or email to local agent 24/ 7/ 365 claims service Completely portable policies with Travelers, MetLife and Auto-Owners Program

7. Advantages of Home & Auto Benefits Group: Program Managed by a Local Agent Develop awareness campaign customized for your association Report progress to you on a ongoing basis Make it easy to implement and manage the program Act as a liaison between you and the insurance company Understands the local market and the insurance needs of your members

8. Defining Key Players Roles: Group Association’s Role Support of the communications efforts. Provide feedback to enhance the program.

9. Defining Key Players Roles: Agent Agent’s Role Professional quoting, counseling and enrollment services. Providing oversight of the program. Acting as the liaison between association and the insurance company.

10. Defining Key Players Roles: Travelers, MetLife, Auto-Owners Insurance Company Role Coordinating overall program. Developing member communication pieces. Providing competitive products. Providing feedback about member participation.

11. 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

12. Keys to Success: Proven Communications Posters Inserts Brochures

13. Summary Full portfolio of competitive products! No cost to implement and maintain the program. Professionally designed communication pieces – FREE! Many billing options for members. Superior claims service – 24/7/365! Local agent who understands the needs of your members

14. Next Steps Complete the questionnaire and marketing agreement. Paperwork will be submitted to insurance company and a code will be set up (usually about 2-3 weeks). Work with agent to develop marketing plan and program launch.

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

16. Office Employees: Sample Marketing Plan Communication Opportunities: E-Mail Newsletter Intranet Benefit Book New Hire Packets Onsite Break Room Payroll Stuffers 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

17. Office Employees: Sample Pre-Launch Plan Communication Opportunities: E-Mail Newsletter Intranet Benefit Book New Hire Packets Onsite Break Room Payroll Stuffers 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