1 / 54

COUNCIL OF CHAMPIONS

COUNCIL OF CHAMPIONS. 2012 MEETING. WELCOME. Where We Are. WHERE WE ARE. Welcome. AUM Program ( AS OF SEPTEMBER 28, 2012 ). AUM Program ( AS OF SEPTEMBER 28, 2012 ). AUM Program. AUM Program ( AS OF SEPTEMBER 28, 2012 ). AUM Program

tan
Download Presentation

COUNCIL OF CHAMPIONS

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. COUNCILOF CHAMPIONS 2012 MEETING

  2. WELCOME

  3. Where We Are WHERE WE ARE Welcome

  4. AUM Program( AS OF SEPTEMBER 28, 2012 )

  5. AUM Program( AS OF SEPTEMBER 28, 2012 )

  6. AUM Program

  7. AUM Program( AS OF SEPTEMBER 28, 2012 )

  8. AUM Program (STARTED FROM FEBRUARY 6 THROUGH SEPTEMBER 29) Coding success with AUM vs. without AUM: 61% greater

  9. PRODUCING AGENTS

  10. Producing Agents 1,441 1,345 1,228

  11. SUBMITTING AGENTS

  12. ADD Submitting Agents • SUBMITTING AGENT REPORT

  13. Total Net Submitted (Annual Premium Comparison) 6.62% 3.69%

  14. First Year AgentNET SUBMITTED ANNUAL PREMIUM 0.49% 3.08%

  15. RECRUITING

  16. 2nd Quarter 13 WEEKS ‘PAID TO HIRE CODE RATIO’

  17. 3rd Quarter 13 WEEKS ‘PAID TO HIRE CODE RATIO’

  18. 2nd Quarter AVERAGE WEEKLY SCHEDULED

  19. 3rd Quarter AVERAGE WEEKLY SCHEDULED

  20. Activity SCHEDULED INTERVIEWS COMPANY PAID CALLERS MANAGEMENT PAID CALLERS MANAGEMENT COMPANY

  21. Results CODES

  22. Required

  23. RECRUITING IDEAS

  24. Job Seeker Email Alerts FROM: LNL_JS_Replies@TMKrms.com SENT: Monday, April 09, 2012 1:15 pm TO: Branch Manager SENT: Jobseeker Alert The following individual is interested in an opportunity with Liberty National. Lead Name: Carter Hayes Lead Phone: 502-990-3241 State: AL Zip Code: 35216

  25. Job Seeker Email Alerts EVERY 15 MINUTES THE RMS SYSTEM WILL LOOK FOR NEW JOB SEEKER LEADS ASSIGNED TO YOUR AREA.

  26. LAPTOP CHANGES

  27. QLIKVIEW

  28. Liberty National Life Insurance Company QlikView e-App Dashboard

  29. New Qlikview Data coming Soon Premium and Final Sale Count by: • Base Plan Products • Benefit Products • Rider Products Additional Premium Statistics: • Initial Offer (Prem/Cnt) • Final Offer (Prem/Cnt) • Final Sale (Prem/Cnt) • Premium as a % of Income X X Closing Statistics: • Number of Presentations • Number of Final Sales • Number of Abandoned Sales Lead Type Summary: • Associations • Child Safe • Credit Unions • POS • Referrals • Unions

  30. Current dashboard examples referrals dashboard examples referrals

  31. dashboard examples Sales count

  32. dashboard examples referrals Current dashboard examples Product type

  33. New Qlikview Data coming Soon CLOSING STATISTICS New Qlikview Data coming Soon

  34. New Qlikview Data coming Soon Lead Type and Counts New Qlikview Data coming Soon

  35. New Qlikview Data coming Soon Product Premiums and Counts New Qlikview Data coming Soon

  36. New Qlikview Data coming Soon Additional Premium Statistics

  37. New Qlikview Data coming Soon Weekly WAR Report • Agent Count • Presentation Count • Final Sales Count • Closing Ratios • Presentation Referrals • Referrals Received at Home Office • Average Presentations Per Week • Initial Offer vs. Final Offer Statistics • Final Sales vs. Final Offer • Average Household Annual Income • Average Annual Premium Per Agent

  38. New QlikView Data Coming Soon War Report

  39. LAPTOP ON DEMAND

  40. PROMOTIONS

  41. Branch Manager Promotion Bonus **$12,500 FOR EVERY $500,000 OVER 2 YEARS

  42. Branch Manager Promotion Bonus • 50/50 SPLIT BETWEEN THE PROMOTED UNIT MANAGER AND THE BRANCH MANAGER • IF GOING TO A NEW LOCATION (I.E. SCRATCH OFFICE) • 25/25 SPLIT IF EXISTING OFFICE

  43. FACILITIES

  44. REINSTATEMENT BONUS TEST

  45. REINSTATEMENT BONUS 25% advance of annual premium. Any first year commissions will be paid to the commission account. Management overrides will be paid to the commission account. If the policy has been in force 2 or more years, a reinstatement bonus equal to 25% of the annual premium will be paid direct. Management renewals will be paid to the commission account.

  46. REINSTATEMENT BONUS Must be a life case and reinstated by an agent other than the original writing agent. Must be reinstated on bank draft mode with all back premiums collected.

  47. REINSTATEMENT BONUS Applicant check must be collected for all back premiums and must be submitted with a bank draft authorization. Face amounts of $50,000 and below require a reinstatement app if the DPT is more than 120 days. Face amounts of $50,001 or more require a reinstatement app if the DPT is more than 60 days.

More Related