The team over at Pinney Insurance (www.pinneyinsurance.com) is hosting a Free Webinar for Insurance Agents on ‘Harnessing the Internet, Social Media, & Mobile Technology to Thrive!’
Reserve your Webinar seat now at: https://www1.gotomeeting.com/
Billions in life, annuities, and investments were sold online last year alone. How much of that did you manage to capture? Learn from our expert panel how they personal sold over 30 million in life insurance and wrote over a 100 million in annuities and investment transactions last year.
Our Panelists for this 90 minute presentation include:
Jeff Rose, CFP is a Social Media Superstar and blogging sensation who runs one of the most successful financial blogs (GoodFinancialCents.com) on the internet and has collected millions in AUM, annuities, and life sales using his blog to attract and convert prospects into clients and raving fans.
Ryan Pinney is a recognized expert at using technology and the power of the internet and social media to drive business. His firm sold more than 16,000 policies online last year and provided 1,000′s of agents with the same tools he used to do it.
Nic West is a master on the phone and working internet leads for life insurance. Over the past 7 years he has sold more than 6,000 policies direct to consumer – never meeting one of his clients face-to-face –and has helped 100′s of agents learn to do the same.
Jeff Root consistently turns aged leads, those 30, 60, even 90 days old into GOLD – all at a fraction of the cost of other traditional lead sources. His uses of technology and proven methods have given other advisors the Midas Touch as well.
Ben Bloom, LUTCF, CLTC has learned how to harness the power of Facebook and LinkedIn to get the most from his clients and prospects. He has personally walked the line with compliance and regulatory issues and can show you how to do the same.
Presented By: NAIFA Northern California (YAT)
Hosted By: Pinney Insurance
Reserve your Webinar seat now at: https://www1.gotomeeting.com/
Title: Making Millions with 21st Century Technology: Harnessing the Internet, Social Media, & Mobile Technology to Thrive!
Date: Wednesday, February 22, 2012
Time: 11:00 AM – 12:30 PM PST
Radius just put the CRM in CRM!
We know what you are thinking, how is that even possible? Well my friend, when your Lead Management + CRM Agency software can allow you to provide your Clients a unique summary page just for their viewing eyes only, that makes it possible.
To Bobs have been hard at work on this one and what better way to start the new year then with a feature that gives you the ability to keep your clients engaged, informed and access to the information you want them to have. The new ‘Client Summary’ Feature within Radius allows Agents and Agencies to send an automated customized email to a client with a link to a password protected login page to view their Client Summary page. The page can include specific information about the Clients Policies that you are the Agent of Record for.
Including on the Client Summary Page:
Carrier
Product Name
Policy ID Number
Effective Date
Renewal Date
Agent & Agency Contact information (Name, Phone, Cell, Email & Address)
Documents – Agents can upload and active documents that are available for download for this particular client such as Annual Notice of Change, Schedule of Benefits, Policy Documentation and more.
Links – Agents can create links to websites that client may find helpful such as their agency website or their carrier’s website.
Overall, we are very excited about this feature is it gives Agents and Agencies a great value add to their Customer Service and Customer Relationship that their competition doesn’t have because they aren’t using Radius.
Custom Client Summary Sample Page – Auto Generated Page with password protection
Today we are excited to announce a few new feature updates to Radius Lead Management + CRM Solution for Insurance Agents and Agencies, Lead Temperature Automation and Lead & Client Status Controls. A number of our Agents and Agencies asked and we listened when it came to giving them more configuration options to set up their Radius Account specific to their Agency needs. These two enhancements are the first in line of a list of items we are going to build out to put even more control over Account users to set up their Radius account as they see fit.
Lead Temperature Auotmation
Previously in Radius when a Lead was added, the temperature could be assigned manually (Hot, Warm, Cool or Cold). While defining Leads with a temperature is very handy when identifying the urgency at which a Lead needs to be worked, having to manually change it from Hot to Warm, Warm, to Cool and Cool to Cold can be time consuming. And we have always said that Radius should be where you spend your least amount of time on a daily basis, you need to be out there writing business, not wasting time in your CRM. Now Radius gives Agents the ability to set up Lead Temperature to change Automatically based upon their specific needs. If you consider a lead only ‘Hot’ for 7 Days, then underneath the Settings tab, configure away.
Example:
Hot = 7 Days
Warm = 14 Days
Cool = 30 Days
Cold = All Others
Lead & Client Status Types
With the Lead Temp Automation, we worked on rolling out Status Types for Leads & Clients that can be fully customized by the Agent for their specific Radius Account. While we built in Default Values, we suggest that you customize your Status Types based upon your specific business needs. Create Status Types such as ‘New, Contacted, Being Worked, Emailed, Called, Left Voicemail,’ for your Leads while creating status types for your Clients of ‘In-Force, Contracted, Application Submitted, Underwriting’. Status Types are displayed in multiple areas within Radius and can be sorted and searched by as well.
We know you will enjoy these updates as we have been using them in our own Radius account over the past few days and have found it them very valuable from a user experience.
By the way, did we mention that you can Send Email Campaigns, Drip Marketing Emails and Autoresponders by Status Type? Nice!
While Square has been around for almost two years, we did run into an Insurance Agent whom was using it to accept payments from his client base. We thought this was a great usage of his time to in the end make money and save money. But let’s first start with Square and why you as an Agent or Agency may want to take a long hard look at implementing Square into business.
Square was found Jack Dorsey whom just happen to be one of the founders in Twitter (dude knows his tech). Square allows small businesses to accept Credit Card Payment via their Moblie Phones at a single transaction fee of 2.75%. Depending on the line of business your write, Square may be of no use to you, but for those whom generally write Property & Causalty, there are some instances where you take payments from Clients. And for those whom accept credits, you know the hassle at which it is to go about setting up a Merchant Account, Payment Gateway (Online), Business Bank Account that accepts Credit Card payments, which none of these you have to experience when using Square. At a minimum, visit the Square website to see if this technology can help your Agency business, at a maximum, if you have been looking for a way to jump into accepting credit cards, Square is the way to dip your toe in the water.
We are Happy to announce the New Radius Free Plan
Features in The Free Plan:
Import & Manage Leads (Notes, Info, Products, Tasks)
CRM for your Clients (Renewal Dates, Reminders & More).
Track Commissions & Renewals
Reporting Tools
Create & Manage Carriers and Products.
Document Storage
Email Dropbox to
Free is Good, Free Radius is Better.
Spent some time in Canada this summer and was able to use Skype and their Unlimited Plan ($3.99) while hooked up to Hotel WiFi. Calls back to the States where always connected, clear and easy. Calls to Canada within Canada were just as good. For Insurance Agents that do a lot of windshield time, Skype, Google Voice or even now Line 2 is a good tool to have in your pocket (literally). WiFi is pretty abundent these days and for the most part free. Now why do you need Skype, Google Voice or Line 2 you ask, when you have a cell phone. Think of it this way, set up any of these three numbers as your office line or a secondary number to hand prospects or maybe isolate to clients. This way when a call comes in, you are aware of whom is calling and can position your mind set a certain way.
Just downloaded Line 2 and going to start mucking around with it a bit, but so far seems like a good competitor to two well established and recognizable companies
From the Line 2 website (www.line2.com)
With Line2 you get true phone service. Toktumi, Line2′s parent company, is a telecommunications company with years of experience in developing reliable phone systems for businesses and individuals alike. We pass this quality of service, innovation, and commitment to excellence to all Line2 customers. That’s why with each subscription, Line2 customers can:
- Choose your own unique phone number
- Port your existing number to Line2
- Make HD Calls (Line2 to Line2 connections)
- Make calls with your Apple iOS or Android devices
- Receive Voicemail on your phone or by email
- Make phone calls over Wi-Fi, 3G/4G, or Cellular networks
- Make calls using your cellular voice line when needed
- Enjoy powerful features like call waiting, call hold, call transfer, and conferencing
- Use a Virtual Assistant to screen and route your calls (Line2 Pro only)
Here is the Line 2 Comparison Page
If you start to use line to or have an comments on it, let us know.
Just downloaded FastCustomer and will start to play around with it. But what a great idea and tool for Insurance Agents on so many levels. Great tool to tell Clients and Prospects about if they are need to call Carrier Customer Service or maybe Agents can use to call Carrier Agent help lines (but may not be available). Either way in both personal and professional lives, this can be very handy.
Notice in the demo whom is the first company shown? Hint: Anthem
TechCrunch.com Editor’s note: This guest post was written by Dave Chase, the CEO of Avado.com, a health technology company that was a TechCrunch Disrupt finalist. Previously he was a management consultant for Accenture’s healthcare practice and was the founder of Microsoft’s Health business. You can follow him on Twitter @chasedave.
“Historically, in the U.S. Healthcare system, a primary way to differentiate oneself as a healthcare provider has been to have impressive physical assets such as newly built clinics/hospitals/wings and medical equipment. This is logical when the legacy reimbursement model has incentivized activity (procedures, tests, prescriptions) instead of positive health outcomes. Anything that can be done that will create more activity creates more billing opportunities.
However, the DIY Health Reform movement has recognized the flawed fee-for-service reimbursement model has been responsible for healthcare’s hyperinflation. Some of the most interesting healthcare provider startups such as MedLion, National Surgery Network and One Medical Group are using IT rather than expensive equipment/facilities to differentiate themselves and affordably deliver superior health outcomes.
With one third of the workforce being permanent freelancers, contractors, consultants and entrepreneurs, individuals are compelled to directly buy healthcare rather than rely on their employer as they have in the past. The percentage of people directly buying their own healthcare will approach 50% as more employers opt out of providing health benefits as they get priced out (most have already reduced the percentage of the health premium they cover). Thus, consumerism is beginning to pervade healthcare like never before.”
This last paragraph was most interesting as it pertains to Agencies and Agents as with more shoppers means more need for help from Agents. Granted one would think that those selling Group Health would be first in line if an Employer is going to drop coverage from a group perspective and let their employees search out individual. But those Agencies and Agents whom are selling soley Individual Health, there might be an opportunity to grow a book of business.
Read the entire Article at TechCrunch..
Radius is excited to announce that Agents & Agencies can now import leads from their HealthPlanOne account. Using the Radius Dropbox technology all agents need to do is add their dropbox address to their HealthPlanOne profile and the leads will start to import automatically.
As always, we like to break it down into a real world scenario:
HealthPlanOne Sends Lead > Imports into Radius Account > Agent receives ‘New Lead Email’ > Auto Responder sent to Lead > Drip Marketing Campaign Starts > Work the lead in Radius
P.S. We are working on integrating with a number of quote engines and we are looking to integrate with HealthPlanOne’s Quick Quote Tool for our Medicare Agents & Agencies. More to come very soon!
CONCORD, N.C. – Beginning in 2012, Farmers Insurance will be the majority sponsor of the No. 5 Chevrolets fielded by Hendrick Motorsports and driven by 11-time NASCAR Sprint Cup Series race winner Kasey Kahne.
Covering the 2012, 2013 and 2014 racing seasons, the agreement secures primary paint schemes for Farmers Insurance in 22 Sprint Cup Series events annually and prominent brand placement in all non-primary races. A new No. 5 Farmers Insurance Chevrolet car design will be unveiled at a later date.
“Kasey Kahne is a very talented driver and a class act,” said Paul Patsis, president of Enterprise Marketing for Farmers Insurance. “He will represent Farmers well, and we are all so proud to have him driving what will be a successful partnership, both on and off the racetrack.”
In April, Los Angeles-based Farmers Insurance joined Hendrick Motorsports as a five-race primary sponsor of the No. 5 Chevrolets for 2011, debuting with a special paint scheme at the May 21 NASCAR Sprint All-Star Race. Farmers Insurance also is an associate-level sponsor of the No. 5 team this season.
“It’s extremely positive when a company of this caliber sees the value of NASCAR and immediately wants to do more,” said Rick Hendrick, owner of Hendrick Motorsports. “Farmers will have an excellent spokesperson in Kasey, and we’re committed to putting him in a position to win races and championships. Our organization is proud to extend this partnership, and we look forward to a very bright future with everyone at Farmers.”
In addition to his 11 race wins, Kahne has earned 21 pole positions, 51 top-five finishes and 92 top-10s in Sprint Cup competition. Currently in the midst of his eighth full-time season at NASCAR’s elite level, the Enumclaw, Wash., native will join Hendrick Motorsports following the 2011 campaign.
“I’ve had a chance to meet the Farmers people, and they’re doing some exciting new things from a marketing standpoint,” said Kahne, 31, who is signed to drive for Hendrick Motorsports through 2015. “I’m looking forward to being a part of their team and helping grow the Farmers brand. To have this kind of support, and to have it come together so early, is such a boost for all of us.”
In addition to the Hendrick Motorsports relationship, the professional sports properties of Farmers Insurance include naming rights to the planned professional football stadium in Los Angeles, the PGA Tour Farmers Insurance Open at Torrey Pines and the ATP World Tour Farmers Classic held on the campus of UCLA.
ABOUT FARMERS INSURANCE:
Farmers Insurance Group of Companies is the country’s third largest insurer of both personal lines passenger automobile and homeowners insurance, and also provides a wide range of other insurance and financial services products. Farmers Insurance is proud to serve more than 10 million households with more than 20 million individual policies across all 50 states through the efforts of over 50,000 exclusive and independent agents and nearly 24,000 employees.
Farmers is a trade name and may refer to Farmers Group Inc. or the Farmers Exchanges, as the case may be. Farmers Group Inc., a management and holding company, along with its subsidiaries, is wholly owned by the Zurich Financial Services Group. The Farmers Exchanges are three reciprocal insurers (Farmers Insurance Exchange, Fire Insurance Exchange and Truck Insurance Exchange), including their subsidiaries and affiliates, owned by their policyholders, and managed by Farmers Group Inc. and its subsidiaries. For more information about Farmers, visit its website at www.farmers.com or at www.Facebook.com/FarmersInsurance.
ABOUT HENDRICK MOTORSPORTS:
Since 1984, Hendrick Motorsports has earned 196 race victories and a record 10 car owner championships in NASCAR’s premier division, the Sprint Cup Series. The organization fields four full-time Chevrolet teams on the Sprint Cup circuit with drivers Mark Martin, Jeff Gordon, Jimmie Johnson and Dale Earnhardt Jr. Headquartered in Concord, N.C., Hendrick Motorsports employs more than 500 people. For more information, please visit www.HendrickMotorsports.com, www.twitter.com/TeamHendrick and www.facebook.com/HendrickMotorsports.
