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Closer Look at Jim, The Insurance Agent

A Closer Look at Jim, the Insurance Agent

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A few weeks ago we met Jim, the insurance agent who didn't earn enough in commissions and was looking for a way to spend more time on sales. Let's take a closer look at exactly how our Agency Concierge helped him.

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Page 1: A Closer Look at Jim, the Insurance Agent

A Closer Look at Jim,The Insurance Agent

Page 2: A Closer Look at Jim, the Insurance Agent

Jim’s Typical

DaySales

Claims & Carrier

Questions

Quoting

Paperwork

Page 3: A Closer Look at Jim, the Insurance Agent

He makes about

$250,000 a year in

commissions

Page 4: A Closer Look at Jim, the Insurance Agent

That’s about $20,000 each

month or $143 an hour.

$143

Page 5: A Closer Look at Jim, the Insurance Agent

The $143 an hour includes non-sales

activities $$X

Claims questionsProposal creation

PaperworkHealth plan questions

Page 6: A Closer Look at Jim, the Insurance Agent

Then, Jim discovered GRA’s Agency Concierge

Page 7: A Closer Look at Jim, the Insurance Agent

Agency Concierge took care of:

Quoting

Claims Issues

Client Calls

Eligibility

Form Processing

Page 8: A Closer Look at Jim, the Insurance Agent

Jim’s Day with

Agency Concierge

Sales

ClientCalls

Page 9: A Closer Look at Jim, the Insurance Agent

35% increase in sales time

Page 10: A Closer Look at Jim, the Insurance Agent

Jim now devotes 51 more hours each

month to the sales process

That adds another week!

Page 11: A Closer Look at Jim, the Insurance Agent

Now Jim makes $337,500 in

commissions each year!

!

A 35% increase in commissions!

Page 12: A Closer Look at Jim, the Insurance Agent

His hourly rate is now

$193

$193

Page 13: A Closer Look at Jim, the Insurance Agent

And his $50 more an hour

doesn’t include non-sales activities

Page 14: A Closer Look at Jim, the Insurance Agent

The Stories of Other Agents

Page 15: A Closer Look at Jim, the Insurance Agent

“Agency Concierge saves so much time. They handle all of my claim issues, then just send me a weekly report. It’s great! This way I focus on sales.”– Courtney Box, Employee Benefit Solutions

Page 16: A Closer Look at Jim, the Insurance Agent

 

"Before I had one staff member concentrating on client service. With GRA's Agency Concierge, she now focuses on marketing and I gained a team of 7 support staff to service my clients."  - Dave Drayton, Lyman &

Sheets