Internet Tools for Agents

Transcription

1 Internet Tools for Agents Jeremiah Desmarais VP, Marketing Copyright 2008 Norvax. Not to be quoted or reproduced without expressed written permission.

2 Overview Creating a success system Website Presence Online quoting Leads Follow up Nurturing Web Meeting Automation

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4 Source: Advertising Age - Search Marketing Fact Pack

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6 About Us 120 Employees Founded in 2001 Headquartered in Chicago, IL 88 Carrier Partners 15,000 Agents 25,000 Submissions per month 220,000 consumer leads generated per month Fastest Growing Software company in Chicago

7 1. Website presence Brochure ware doesn t cut it anymore Want information Want you to guide them

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12 1000 visitors 2% Conversion Rate 1000 visitors 8% Conversion Rate 20 Leads 80 Leads 400% Greater

13 Essential website elements Professional Clear call to action Useful content Legitimacy symbols (BBB, etrust, NAHU) Testimonials How do I know if I have an effective site? FREE TOOL: Google Analytics Est. $500 $5000

14 2. Automated Quoting People are expecting it Massive time efficiencies

15 Quoting YESTERDAY TODAY 25 Minutes Multiple Sites Several forms Lengthy 60 Seconds One site One form Fast

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22 Jack Krier case study Carriers 0 Before After Time Any time you can get something in front of people it gets them to stop shopping.

23 Quick tips Show 2 3 plans from each carrier Include lowest priced plans Have it easily linked from your website Add to current site, or integrate with Norvax Est. $ Setup/ $ per month

24 2B: Internet Leads Shared 3 12 times (5% 15% closing) Exclusive distributed only once (10 30% closing) Live Transfer consumer connected live (25% 80% closing)

25 Cost Per Application (CPA) Lead Price $5.00 $10.00 $20.00 Number of Leads Total Lead Cost $1, $1, $1, Lead Conversion Rate 3% 7% 13% Sold Applications Cost Per Sale $ $ $ Time Spent* 50 Hours 25 Hours 12.5 Hours Revenue Per Hour** $60.00 $ $ * Based on an average of 15 working minutes per lead ** Based on $2,500 premium and average commission of 20% Copyright 2008 Norvax. Not to be quoted or reproduced without expressed written permission.

26 Lead ROI Lead Price $10.00 Number of Leads 100 Total Lead Cost $1, Lead Conversion Rate 7% Sold Applications 7 Cost Per Sale $ Time Spent 25 Hours Lead ROI Average Premium $2,500 Average Commission 20% Commission Per $500 Total Commission $3,500 Total Gross Profit $2,500 Copyright 2008 Norvax. Not to be quoted or reproduced without expressed written permission.

27 3. Autoresponders Pre Sale Nurturing/ Drip Marketing Post sale activity

28 autoresponders

29 Customizable Templates Add a logo Add your picture View proposal link Customize the message Works 24/7/365

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31 10 policy sales in 21 days that would have never happened without a persistent, automated follow up. Joe Stevens Top 3 producer

32 Case Study: Breakdown Buys 10 Select leads per day Closes 5.5% of leads (16 per month) Costs $3,000 for leads Commission Breakdown $8,480 first year commission per month ($44/month/policy) $101,760 annual commission $65,760 Net Earnings after lead costs

33 With LeadMiner Added 94.5% of leads didn t close (3,402 per year) Lead Miner assisted close rate of 1.9% 65 apps per year = $34,450»$100,210 in Net Earnings Est. $500 Setup / $100 Month

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35 What post sale activity could you automate? Thanks for your business Here s what going to happen now All is going well Question in underwriting Set up lab appointment Please call carrier Segment it by carrier Unlimited possibilities!

36 The MORE You Send

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38 4. Why web meeting? Match consumer s buying process Instant service with no delay Sell in the exact time their looking to buy Close more deals in same amount of time

39 Which do you prefer? or

40 Tired of Driving Ethan, Salt Lake City Writing 20k AP/month Driving 60hrs+/week Now: Works from home Now writing $70,000 AP/Month

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42 WebMeeting

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44 Highlights Integrated into Broker Office Nothing for the prospect to install HUGE! Works with almost any browser (and MACS!) Share and Present Proposals Record IP Address of Presenter and Viewer

45 Agency Automation 1 dashboard for all sales & marketing Free upgrades for life No software to download No contractors to integrate No customizing to do with other software

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47 Re Cap Creating a success system Website Presence Online quoting Follow up Nurturing Web Meeting Automation

48 Commit for 90 days. Or walk away. Here s what I did in 90 days...

49 And it was all natural

50 Valuable BONUS #1 Social Media Marketing 101 Video What are most profitable outlets Understanding Facebook Twitter Blogging Creating a step by step strategy $97 Value FREE!

51 Valuable BONUS #2 Top Producer Strategies Joe Stevens Live! How to create partnerships with lead companies What you should pay CSRs How to get 50 apps/month production from EACH of your reps MUCH MORE! Download Mp3 and play anywhere $197 Value FREE!

52 Thank You! Education