Independent Life Insurance Agents’ Association Agent Webinars (www.iliaa.org)
The webinar schedule for the week of February 28th, 2011 is as follows. Please note that all times listed are Eastern.
Tuesday, March 1st 2:30 PM: Dissecting New Disclosure Regulations
Thursday, March 3rd 3:00 PM: Marketing Final Expense
Friday, March 4th 1:00 PM: Dealing With Downswings
Remember: ILIAA Members receive a discount to their Radius (Lead Management + CRM) Account as a member discount.
Simple Senior Benefits uses Radius as “the perfect solution” to manage their Downline Agencies & Agents
Brian Doyle of Simple Senior Benefits in Rochester, NY explains how their Agency and Agents use Radius.
We have agents across the country
With Agents across the Eastern United States, Simple Senior Benefits needed to distribute leads, maintain clients, track commissions & renewals, and manage it real time online. Gone are the days of an insurance agency full of filing cabinets and rolodexes, we needed to make technology our friend while having an edge on the competition.
We needed a solution that wouldn’t overwhelm our agents.
An agent’s time is valuable, it shouldn’t be spent learning cumbersome software hours at a time. Agents need the ability to work leads and service clients on a daily basis without losing precious time stuck in front of the computer.
Help us distribute and maintain leads on our own.
The answer turned out to be Radius. We now manage thousands of Leads and Client with Radius — each one “assigned” to an Agent or Agency. It only took a couple of hours of Radius training…even for agents who initially said that they “don’t do computers.”
Our agents are using Radius too.
Every Agent contracted with us manages their leads and clients through our Radius Account. Using the IMO Subscription Plan (50 Agents), our staff and vendors on a daily basis import and assign leads to agents in the field to be worked instantly. Internally we can see what is happening in the account across all agencies and agents in real time. Agents post Notes, Tasks, Follow Ups, Documents while assigning Carriers and Products to all leads and clients. It is amazing, and we believe it is a competitive advantage in the insurance marketplace.
Learn More about Radius Agency Management
Users of Radius (Lead Managment + CRM) spoke and we listened, here are the Printable Pages for Leads & Clients. Now when viewing Lead or Client information prior to a meeting, in-home appointment or sales call, print out the information to help close the deal or write the application. Name and Contact Information, Coverage Type, Carrier, Product, Commission & Renewal, Notes, Tasks and Important Dates are included.
Smart Car with a Smart Idea.
One of the more unique agent marketing techniques we have seen…
AUSTIN, Texas, Feb. 15, 2011 /PRNewswire/ – All Web Leads, a leading online sales lead generation company supplying the US insurance industry, announced today that it had acquired InsuranceLeads.com, a leading provider of online leads to insurance agents, brokers and carriers. To finance the acquisition All Web Leads has teamed with Great Hill Partners, a Boston-based private equity firm with over $2.5 billion under management, who have made a majority investment in the combined entity. All Web Leads’ current executive team will lead the combined company, which will continue to be based in Austin, Texas. Morgan Keeganserved as an advisor to All Web Leads, Inc for the transaction. Financial terms of the transaction were not disclosed.
“We are very excited to welcome the InsuranceLeads.com team to the All Web Leads family,” said Bill Daniel, CEO of All Web Leads, Inc. “This acquisition will create tremendous additional value for the insurance agents, brokers and carriers that purchase Internet leads by more closely matching their business needs and those of online consumers.”
“All Web Leads has built an impressive, data-driven online marketing business focused on the insurance sector,” said Michael Kumin of Great Hill Partners. “We are pleased to partner with Bill and the team at All Web Leads in the acquisition of InsuranceLeads.com and are excited to support the All Web Leads franchise in the next phase of its growth.”
The combination creates a technology and data-driven insurance leads powerhouse – the largest direct lead generator in the insurance industry and the second largest active customer base of insurance agents, brokers and carriers. Insurance represents a fast-growing online market, with consumers increasingly using the Internet to research policies and prices prior to contacting an agent. Insurance lead generation companies connect consumers searching for insurance online with agents, brokers and carriers who provide those products and simplify the process of obtaining multiple competitive quotes.
The combined company now operates the largest network of direct consumer marketing web properties devoted to helping consumers more easily obtain multiple insurance quotes. More than 10,000 insurance agents, as well as numerous brokerages and insurance carriers, subscribe to the company’s services.
About All Web Leads, Inc.
Founded in 2005, All Web Leads (http://www.allwebleads.com) is a leading online sales lead provider for the U.S. insurance industry. The company delivers real-time, targeted, high-quality sales leads to top insurance producers. All Web Lead’s technology-driven approach to online marketing helps bring together agents with qualified customers who are actively searching online for insurance products. The company is headquartered in Austin, TX.
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Contact Information |
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All Web Leads, Inc. |
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Erik Josowitz, Sr. Vice President of Marketing |
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(512) 279-3088 |
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erik(dot)josowitz(at)allwebleads(dot)com |
Radius (Lead Management + CRM) Agency Module
Over the most recent Holiday Season while most were planning their vacations and how best to spend their time away, The Bobs were digging deep into a plan to expand our Multi Agent Subscription Plan features. Head down while plugging and chugging, we stepped back and realized we built one of the most unique answer to one of the longest standing questions from Agency Owners, “How can we Manage our Downline the simplest way possible?”. Answer: Radius | Lead Management + CRM.
While it is hard to say we have really outdone ourselves this time, we have really outdone ourselves this time. The Agency Downline / Upline gives Radius Subscribers the ability to:
1. Agency Types: IMO, FMO, SGA, GA, MGA, LOA, GA are just the default Agency Types. If you need more, different, less or others, you can easily control these with the Admin Settings.
2. Agencies: Create an entire Hierarchy Structure that aligns with your Agency Structure. If you are a GA, created multiple MGAs that are contracted with you. Assign the Agency Contact, create Agents that are contracted with them all the while giving each of these users limited access to their own book of business Leads and Clients within your account. Push out Leads to specific Agencies or Agents via your Radius Account. Assign Downlines and Uplines to each Agency to create to contracted overrides.
3. Agency Contacts: Each Agency within your Radius Account can have an Agency Contact that can create Agents that fall under their contracts. Limit the amount of Agents and Agency Contact can create but let the Agency Contacts manage the Leads, Commission Structures and more…
4. Commission and Renewals: Radius gives you multiple ways to set up your downline commission and renewal structure with the best part being each user only sees their commission plan, not their uplines. Commissions can be assigned three difference ways, Agency Level, Agent Level or Product Level as a Percentage of Premium or a Flat Fee. Pay a straight commission on a MedicareAdvantage Application while a Percentage of Premium on a Medicare Supplement? No worries, Radius can handle both ways for a specific Agency or Agent.
If you currently have one or a hundred agents writing business for your agency and you want a seamless way to manage their Leads, Clients, Products, Commission and Renewals, you need Radius. There is no easier way to Manage your Downline.
Stop guess what agents are doing with the leads you provide them and start managing their leads and your bottom line.
As always, Radius offers a 30 Day Free Trial, No Credit Card Required, No Contracts, No Sign Up Fees, No Cancellation Fees. There is nothing to lose and everything to gain. Take the Tour Now!
Independent Life Insurance Agents’ Association Agent Webinars (www.iliaa.org)
The webinar schedule for the week of January 31st, 2011 is as follows. Please note that all times listed are Eastern.
Tuesday, February 8th 2:00 PM: Cross Selling P&C Clients
Thursday, February 10th 3:00 PM: Final Expense 101
Friday, February 11th 2:00 PM: Liquidity in Income Annuities
Remember: ILIAA Members receive a discount to their Radius (Lead Management + CRM) Account as a member discount.
The more spots we see from Allstate Mayhem the more we think this has become one of the best campaigns in recent years (might even say better then Apple’s “I am a Mac“). But kudos for an Insurance company taking a chance on putting out an advertising campaign that is a complete 180 from what they have done in the past and others have always done. Insurance isn’t sexy and rarely funny, but these spots are creative and make up for what esurance is currently trying to pass as funny and quirky.
