Agent Resources
Customized Marketing
We will custom tailor a program for you based on your strengths. Do you enjoy public speaking? We can help you conduct seminars on a wide range of topics. We will teach you how to fill the room and present like a pro. Do you want to build an agency? We will help you target specific agents to attend an informational session on your value proposition – we will organize and run the event with you. These are just a few examples of ways to market yourself and your agency. We will develop a comprehensive plan to ensure that you maximize all marketing strategies.
CRM
We have a state of the art CRM system designed specifically for insurance agents and agencies. The CRM is available at no cost to you. The system features include:
- Drip Email Campaigns
- Automated Monthly Newsletter
- Automated Birthday and Holiday Emails
- Integrates with Lead Vendors
- Built in Quoting Tools
- Built in Screen Sharing Capability
- Commission Tracking Technology
Lead Programs
We have relationships with numerous lead vendors of all types. The most common and most popular types are:
- Direct Mail
- T65 Lists
- Internet Leads
- Social Media Leads
- SEO Developed Leads
Agent Websites
We have partnered with a website developer and hosting company that specifically creates and maintains websites for insurance professionals. The sites are SEO optimized for your target lines of insurance. We will pay the set-up fee for all new sites through this vendor. The sites are packed with all kinds of features included and are easy for you to update through a back-office portal. SEO marketing, blogs, social media set up and maintenance and many other features are also available.
Quoting Tools
You need a quoting tool that’s just as mobile as you are. We will give you quick access to Medicare Supplement, Medicare Advantage, Part D plans, Hospital Indemnity, Final Expense and Dental plans all in the palm of your hand.
Online Enrollment Platform
We will give you access to a Medicare Health Plan online enrollment platform created by Connecture, the company that powers Medicare.gov's Plan Finder and online enrollment center. With this tool and from the comfort of your office, you have the ability to:
- Generate personalized health and drug plan quotes
- Complete the SOA process paper-free
- Showcase just the plans you are contracted with and ready-to-sell
- Enroll clients with some of the top carriers, and earn FULL COMMISSION
- Manage and track your client enrollments
- Utilize powerful built-in member retention tools
E & O Program
We have an E & O Insurance Program specifically tailored for each agent from 360o CoveragePros including group preferred rates starting at $395 annually. Monthly payment options are also available.
Discounted CE
We have negotiated special pricing with one of the most agent friendly and inexpensive online CE providers. Click here to receive a 10% discount applied at checkout. This is in addition to any package discount you may get from WebCe.
Retail Opportunities
We work with numerous carriers to help you obtain a retail location. Locations are screened for maximum visibility and foot traffic. Typical locations include but not limited to grocery stores, pharmacies and big-box stores. In addition, we can help you locate and negotiate space in smaller or more niche locations. We even help cover the cost of obtaining the location you choose.
Incentive Trips
You will have access to all carrier incentive trips. There is list of carrier sponsored trips to exotic locations in the agent section of our website. In addition, there is a cumulative point trip that gives you the opportunity to qualify for a trip regardless of the carrier you write with. The cumulative trip works by accumulating varying points for a variety of products across numerous carriers. The details of the cumulative trip can be found in the agent section of our website as well. We have several agents that qualify for multiple trips each year.
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