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1 Leads, Leads, Leads!

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Well, that depends…

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From Alice in Wonderland:

Alice: Would you tell me, please, which way I ought to go from

here?

The Cat: That depends a good deal on where you want to get to. deal on where you want to get to.

Alice: I don't much care where.

The Cat: Then it doesn't much matter which way you go.

Alice: …so long as I get somewhere.

The Cat: Oh, you're sure to do that, if only you walk long

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Go to basics…

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Let’s do the numbers

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Work it backwards

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Base commission = $200

$100,000 annual income/$200 = 500 sales

500 sales/50 weeks = 10 sales/week, 2/day

Using 10/5/2 formula, need 50 leads/week

2% mailer return, 2,000 mailers = 40 leads

2% mailer return, 2,000 mailers = 40 leads

With “Brokerage Bucks” match program, 20

leads/week from mailers

? Leads from Providers

? Leads from Faith-Based marketing

? Leads from referrals

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Analyze your personal situation…

What area do

you want to

market?

What product do

you want to

market?

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Match product to target market…

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Then what?

We target

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Or…

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So, where do we find folks to talk to?

Let’s examine The Brokerage Inc’s

Lead Program Menu.

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Option A: Contact List

Custom List Volume-Based Pricing

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A contact list custom ordered for you from a list

vendor, based on the age range, income level and

county you desire to work in. All contact names are

scrubbed against the do not call list.

Keep in mind this list is purchased at a discount from

an outside vendor and is distributed multiple times.

And, not all programs allow for cold-calling.

Specifics are at

www.thebrokerageinc.com

, under the

“LEADS” tab.

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Option A: Contact List

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Option A: Contact List

Custom List Volume-Based Pricing

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Build your list according to your personal specifications.

Consider the “Turning 65s”, but remember everyone chases that market.

Look to the T66s & T67s for folks experiencing Medicare Supplement price increases, with fewer agents pursuing the group.

Pursue 70 year olds (for the same reasons as T66s & T67s), but also Pursue 70 year olds (for the same reasons as T66s & T67s), but also

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Option B: Community-Based Marketing

Complementary

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Community-Based marketing programs create leads organically, and renew themselves, based upon agent performance. These programs include:

Retail Marketing: Through various contracted

Medicare Advantage carriers, and other one-off opportunities, agents have the opportunity to take opportunities, agents have the opportunity to take advantage of natural and driven store traffic to

carrier-supported and self-augmented store-based marketing locations.

Look for trainings specific to marketing through

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Option B: Community-Based Marketing

Complementary

Faith-Based Opportunities: Group meeting opportunities

through pre-screened faith-based locations.

Informational topics of interest (Medicare 101, LIS/MSP, LTCi, Life Insurance/Final Expense, Healthcare Reform, among others) are presented to the congregation

supported by church leadership.

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supported by church leadership.

Live and recorded training webinars are available at

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Option B: Community-Based Marketing

Complementary

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Provider Marketing: Depending upon the product being

marketed - referrals and lead collection from contracted network providers, or medical professionals positively affected by the proposed insurance offering.

Live and recorded training webinars are available at Live and recorded training webinars are available at

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Option C: Carrier Generated Leads

Complementary

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The Brokerage Inc. will at times have carrier

generated prospects and/or recycled

prospects. These prospects have responded to carrier solicitation or have been otherwise

contacted, and have agreed to allow an agent contact them and discuss certain products. contact them and discuss certain products. This may not necessarily be a preset

appointment. This may simply be a prospect that is expecting your call. These leads may be seasonal and subject to availability.

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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The Brokerage Inc. has direct mail programs available for all

product lines. Simply choose a mailer from our marketing portfolio and let the professionals handle the rest.

Different packages of mailers with discounts for Medicare Supplements; Final Expense; Dental, Hearing, Vision;

Supplements; Final Expense; Dental, Hearing, Vision; Mortgage Life Insurance; Disability Income Insurance; Turning 65; and Medicare Changes are detailed on

www.thebrokerageinc.com.

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ARM (America’s Recommended Mailers)

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ARM (America’s Recommended Mailers)

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ARM (America’s Recommended Mailers)

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ARM (America’s Recommended Mailers)

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Our partnerships with different carriers also enable us

to offer discounted direct mail programs targeting

specific niche markets, including Medicare

Supplements, Final Expense, and ancillary product

plans.

plans.

Carriers include:

Standard Life and Accident

Legacy Safeguard/Monumental Life Mutual of Omaha

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Standard Life and Accident

1,000 direct lead mailer or 4,000 name consumer

prospecting list

Qualification: $5,000 of combined issued annualized Qualification: $5,000 of combined issued annualized

health premium (5 combo sales)

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Option D: Direct Mail Programs

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Mutual of Omaha

Marketing Credits Program

Agents earn credits each month in which they have at

least five issued Mutual of Omaha or affiliate Med supp new-business open enrollment or underwritten

new-business open enrollment or underwritten

applications. Excludes internal and affiliate conversions and guarantee issue business.

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Option D: Direct Mail Programs

Cost Based on Extent of Use

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Medicare Supplement Carrier Production Support Program

Direct Mail responses to a generic Medicare Supplement Review

letter will be distributed to agents holding certain carrier contracts with The Brokerage Inc. and placing business written from those responses with The Brokerage Inc.

The involved carriers:

The involved carriers:

United Healthcare

Cigna

Medico

BCBS

Aetna Continental Life

Mutual of Omaha affiliates

Standard

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Option E: Internet Generated Lead Programs

Lead Cost Share Programs

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The Brokerage Inc. contracts with multiple Internet

Lead Generator Companies, with lead availability

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Option F: “Brokerage Bucks”

Production-funded

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Write thirteen (13) applications through The Brokerage

Inc, within a thirty (30) day period, using these programs, and receive a complimentary 1,000 piece mailing through America’s Recommended Mailers (ARM) - $450 value!:

Medicare Advantage Medicare Advantage Medicare Supplement Final Expense Life Insurance Critical Illness Disability Income Annuities

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Option F: “Brokerage Bucks”

Production-funded

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Subscribe to mail 1,000 mailers each month for a

minimum of four (4) months, using these programs, and receive a complimentary 1,000 piece mailing through America’s Recommended Mailers (ARM) - $450 value!:

Medicare Advantage Medicare Advantage Medicare Supplement Final Expense Life Insurance Critical Illness Disability Income Annuities

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You’ve got to Begin!

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Begin

To take the first step in performing an action; to start.

Similar words (synonyms): commence, initiate, start

Example usage: Today we begin a new year; this year I

will begin something new; the celebrations begin tonight will begin something new; the celebrations begin tonight

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References

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