How Can You Achieve Greater Success in Bringing in New Business?

The Dilemma:
After asking producers and agency principals about their greatest frustrations in generating new business, a pattern emerged. They consistently told us that producers are simply overwhelmed with information and procedures. Furthermore, agency owners often have difficulty measuring true producer productivity and profitability.

You want your producers to only work on prospects that are going to generate the most profit long-term and that are philosophically compatible with your agency. Producers are sometimes less than perfect in managing their sales tunnel, and you don't want to find that some very good leads are not receiving the attention that they deserve.

The Challenges:

How do you find a way to automate the tracking of detailed new business workflows with many milestones, assure that each step is executed in a timely manner and that the most desirable prospects are given adequate attention?
How do you ensure that your producers are really working at full capacity? Your producers generate a lot of sales, but what if they could achieve 10% more? Or 50% more in sales?
How do you ensure that cross selling is happening? The Agency New Business module allows multiple producers to work on the same prospects with specific questions for P&C, Group Benefits and Financial.
What is a good prospect? Are the right qualifying questions asked and is this process uniformly applied across your agency?

The Solution:
This Agency New Business module is an easy to use, browser based, prospect tracking system designed to maximize producer productivity. Our product will:

Enable an agency to implement a uniform sales workflow and ensuring that producer sales goals are met.
Provide an electronic marketing file to store everything related to the marketing process.
Allow a user to drill down for details about the initial sales call/visit, the marketing strategy, as well as the activities and communications pertaining to the prospect.
Group Marketing entries together for several policy types.
Notify other department heads of rounding opportunities
Allow you to allocate the appropriate amount of time depending on the prospect's potential value.
Allow you to designate the closing probability and the system will automatically calculate a weighted revenue.
Work seamlessly with your existing TAM data.

Agency New Business installs on your system with minimal system requirements.

Here are the benefits:

Benefit 1: Pro-actively manage the prospects and prioritize the best ones.

The Agency New Business module will guide the producer through the sales tunnel and make appropriate recommendations in order to close the sale.

Benefit 2: Have uniform qualifying questions, specific to each department, for all producers

How do you ensure that the right qualifying information is asked and how do you know that the producer is not subjectively working on what he believes are the best leads?

Benefit 3: Hold your producers accountable and set goals for them

Your producers are doing a great job, but it would be fair to say that some agency owners have a hard time holding producers accountable and measure their productivity. What if you could make your producers achieve at least 10% more in sales?

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