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Benefits
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With the use of the Agency Benefits Coach system, an agency can:
- Grow by 25% Plus Per Year, net of any losses; and,
- Increase per group revenue by 30%
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How can you do this?
We offer a four-pronged strategy:
- Commission Tracking System. This is an often-overlooked
component of the Agency Benefits
Coach system. An ACCESS driven program with more than ten pre-built reports.
- One of our customers found $30,000 in lost commissions.
- Others found the carriers were paying the wrong percentage on some ancillary cases. They
were receiving 5% instead of the agreed upon 10%. Would a 50% reduction in income concern you?
- Backroom Support. Agency Benefits Coach provides you with all the
back-room support you need!
- All the forms and templates you need that can be customized for your business
- Saves you money by reducing the training time that is required for employees
- Submissions to carriers can always be perfect due to checklists
- You can improve your retention and closing rates due to efficiencies
- Tax Facts On-Line ---- for the right answers to benefit and other questions
- Client Reports for self-funded medical plans---A No-Surprises Renewal Tool
- Sales Ideas. There are several key ideas, which will:
- Increase voluntary life sales
- Enable you to become the trusted advisor on group LTD plans-fill the unknown hole most small
businesses have with their group LTD. This concept alone is worth 10’s, if not 100’s of thousands of dollars
to your agency.
- Hidden Paycheck. A stand-alone benefit statement system designed for your agency to:
- Open doors to new accounts, often larger than existing cases
- Create higher retention with existing clients
- Uncover new sales opportunities within employer-sponsored plans
- Increase revenues and profits without expanding staff with the tools from
Agency Benefits Coach.
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Agency Benefits Coach is the best investment to achieve an immediate and positive impact on revenues and profits.
The investment for the entire system is less than the income from selling or retaining one ten-person group medical plan.
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