the story of jim, the insurance agent
DESCRIPTION
Like most agents, Jim, doesn't earn as much commissions as he needs and doesn't have the time to increase his commissions. See how he increases his commissions and survives the challenging times in our marketplace.TRANSCRIPT
The Story of JimThe Insurance Agent
Jim has a good group of clients
But has been watching his commissions diminish due
to: MLR implementation
Rising health care costs
Health care reform
Carrier changes
He wants more clients, to help
offset his diminishing
income
Jim’s Typical
DaySales
Claims & Carrier
Questions
Quoting
Paperwork
He makes about
$250,000 a year in
commissions
He doesn’t havea lot of extra time
Jim said he needed someone, maybe a team, to answer
carrier questions and help with claims. He
needed a really experienced team.
Then, Jim discovered GRA’s Agency Concierge
With Agency Concierge, Jim has the staff and tools to
increase his business
Commissions
Agency Concierge assists with:
Quoting
Claims Issues
Client Calls
Eligibility
Form Processing
Now Jim and his associates can focus
on sales
Jim’sDay with
Agency Concier
ge
Sales
ClientCalls
He increased his sales time by
35%
With his new partnership, Jim grew his yearly commissions by
35%, an increase of nearly $90,000 each
year.
!
The Stories of Other Agents
“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.”– Mark Sisson, Employee Benefit Solutions
"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
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