Home and Auto Benefits


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Home and Auto Benefits

  1. 1. Home & Auto Benefits Group A Group Auto & Home Program for Leading Associations
  2. 2. Agenda <ul><li>Why Roeding Insurance Home & Auto Benefits Group </li></ul><ul><li>Advantages of Benefits Plus </li></ul><ul><li>Defining Roles </li></ul><ul><li>Keys to Success </li></ul><ul><li>Summary </li></ul>
  3. 3. Why Roeding: Dependable Coverage <ul><li>Auto </li></ul><ul><li>Homeowners </li></ul><ul><li>Condominiums </li></ul><ul><li>Renters </li></ul><ul><li>Dwelling Fire </li></ul><ul><li>Flood </li></ul><ul><li>Recreational Vehicle </li></ul><ul><li>Boat & Yacht </li></ul><ul><li>Valuable Items </li></ul><ul><li>Umbrella </li></ul><ul><li>Identity Theft </li></ul><ul><li>Wedding </li></ul>
  4. 4. Why Roeding: Reliable Claims Service <ul><li>24/7 toll-free claim reporting </li></ul><ul><li>Highly-trained property adjusters across the country who use wireless technology to help ensure immediate response, inspection and accurate resolution. </li></ul><ul><li>After-hours emergency response teams that can be on site within hours after the report of a serious loss. </li></ul><ul><li>Access to more than 7,000 approved auto repair and glass network shops that performed guaranteed repairs. </li></ul><ul><li>Hassle-free ConciergeCLAIM service in many metropolitan areas </li></ul><ul><li>Online claim service that provides the status of their claim, a repair shop locator, answers to frequently asked questions and more. </li></ul>
  5. 5. Advantages of Home & Auto Benefits Group: For Group <ul><ul><li>Enhance your benefit package at no cost. </li></ul></ul><ul><ul><li>Auto and home insurance is a required expense for most members, and therefore a well suited addition to your member benefits. </li></ul></ul><ul><ul><li>Offering an auto and home insurance benefit allows you to design a “best-in-class” package that sets your association apart. </li></ul></ul><ul><ul><li>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 </li></ul></ul><ul><ul><li>Members can enroll at any time and no minimum participation is required. </li></ul></ul><ul><ul><li>Policies are portable. </li></ul></ul>
  6. 6. Advantages of Home & Auto Benefits Group: For Members <ul><ul><li>Free insurance checkup by trusted agent </li></ul></ul><ul><ul><li>Special rates on products they MUST buy </li></ul></ul><ul><ul><li>Agent represents many top insurance companies </li></ul></ul><ul><ul><li>Several convenient payment options – including EFT </li></ul></ul><ul><ul><li>Voluntary participation – Open Enrollment </li></ul></ul><ul><ul><li>Quotes by phone, fax or email to local agent </li></ul></ul><ul><ul><li>24/ 7/ 365 claims service </li></ul></ul><ul><ul><li>Completely portable policies with Travelers, MetLife and Auto-Owners Program </li></ul></ul>
  7. 7. Advantages of Home & Auto Benefits Group: Program Managed by a Local Agent <ul><ul><li>Develop awareness campaign customized for your association </li></ul></ul><ul><ul><li>Report progress to you on a ongoing basis </li></ul></ul><ul><ul><li>Make it easy to implement and manage the program </li></ul></ul><ul><ul><li>Act as a liaison between you and the insurance company </li></ul></ul><ul><ul><li>Understands the local market and the insurance needs of your members </li></ul></ul>
  8. 8. Defining Key Players Roles: Group Association’s Role <ul><ul><li>Support of the communications efforts. </li></ul></ul><ul><ul><li>Provide feedback to enhance the program. </li></ul></ul>
  9. 9. Defining Key Players Roles: Agent Agent’s Role <ul><ul><li>Professional quoting, counseling and enrollment services. </li></ul></ul><ul><ul><li>Providing oversight of the program. </li></ul></ul><ul><ul><li>Acting as the liaison between association and the insurance company. </li></ul></ul>
  10. 10. Defining Key Players Roles: Travelers, MetLife, Auto-Owners Insurance Company Role <ul><ul><li>Coordinating overall program. </li></ul></ul><ul><ul><li>Developing member communication pieces. </li></ul></ul><ul><ul><li>Providing competitive products. </li></ul></ul><ul><ul><li>Providing feedback about member participation. </li></ul></ul>
  11. 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. 12. Keys to Success: Proven Communications Posters Inserts Brochures
  13. 13. Summary <ul><ul><li>Full portfolio of competitive products! </li></ul></ul><ul><ul><li>No cost to implement and maintain the program. </li></ul></ul><ul><ul><li>Professionally designed communication pieces – FREE! </li></ul></ul><ul><ul><li>Many billing options for members. </li></ul></ul><ul><ul><li>Superior claims service – 24/7/365! </li></ul></ul><ul><ul><li>Local agent who understands the needs of your members </li></ul></ul>
  14. 14. Next Steps <ul><li>Complete the questionnaire and marketing agreement. </li></ul><ul><li>Paperwork will be submitted to insurance company and a code will be set up (usually about 2-3 weeks). </li></ul><ul><li>Work with agent to develop marketing plan and program launch. </li></ul>
  15. 15. Home & Auto Benefit Group It can Help You Thank You!
  16. 16. Office Employees: Sample Marketing Plan <ul><li>Communication Opportunities: </li></ul><ul><li>E-Mail </li></ul><ul><li>Newsletter </li></ul><ul><li>Intranet </li></ul><ul><li>Benefit Book </li></ul><ul><li>New Hire Packets </li></ul><ul><li>Onsite </li></ul><ul><li>Break Room </li></ul><ul><li>Payroll Stuffers </li></ul>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. 17. Office Employees: Sample Pre-Launch Plan <ul><li>Communication Opportunities: </li></ul><ul><li>E-Mail </li></ul><ul><li>Newsletter </li></ul><ul><li>Intranet </li></ul><ul><li>Benefit Book </li></ul><ul><li>New Hire Packets </li></ul><ul><li>Onsite </li></ul><ul><li>Break Room </li></ul><ul><li>Payroll Stuffers </li></ul>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