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QUALITY WORKSHOP

QUALITY WORKSHOP. January 24, 2012. STEPS WE TOOK TO QUALITY. WHY TURN IN DOWNLOAD WED BULLETIN TRAINING REFERRALS AND QUALITY RED ALERT STAFF AGENCY MEETINGS CULTURE. WHY QUALITY. Immediate More ALP (Less time chasing = More time Selling) Stay at full advance for cash flow

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QUALITY WORKSHOP

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  1. QUALITY WORKSHOP January 24, 2012

  2. STEPS WE TOOK TO QUALITY • WHY • TURN IN • DOWNLOAD • WED BULLETIN • TRAINING • REFERRALS AND QUALITY • RED ALERT • STAFF • AGENCY MEETINGS • CULTURE

  3. WHY QUALITY Immediate • More ALP (Less time chasing = More time Selling) • Stay at full advance for cash flow • Convention • Qualify for more leads with higher NTG • No Quality Calls • More opportunity to expand and open more offices (HO will not let you expand with poor quality) • All leaders bonus able = more people want to be leaders • Agents that qualify for retention boost will attract other agents with the boost

  4. WHY QUALITY Long Term • Accounts build faster • Renewals pay out quicker • Actually Helping People (Clients) • EVERYDAY YOU ARE PROFITABLE (why do it if you are not) • Really Understand The Cohen’s Concept of “This Is A Marathon”

  5. TURN IN • Laptop • Must have firm cut off day • CANNOT BE LAST DAY OF OFFICIAL TURN IN, NO EXCPETIONS • No savings accounts • Anyone over 60 with any health problems is a SR. 10 or Trial • No business sent down unless verified and GIACT • CAN BE NO EXCEPTIONS

  6. Must Be Worked By You Set Up Tickler File Give 14 Days, Then 7 More Days After 21 Days Re-Assign Follow Up 7 Days Later After Re-Assigning. Re-Coding is part of business No One Will Take Care of Your Business Better then You Takes ½ Hour Every Morning DOWNLOAD/WEDNESDAY BULLETIN

  7. Talk About Quality From Day 1 SGA Does Class On “Building Wealth” New Agent must see and do a reinstatement in field training Release Meetings – Reinforce Quality and Marathon TRAINING

  8. Most profitable lead in our business But…. Could bite you hard! Referral Business must be turned in with the original lead it came from Under verification we say “…and how where you referred to our company” Must match the original lead REFERRALS

  9. Always last day turn in Same Banks on Numerous Applications Time Stamps past 10:00pm!! Time Stamps all on same day Beneficiaries on Agent’s Contract for references Medical history found on verification but not on apps RED ALERTS

  10. Conservation Specialist Make as a non-code agent Put As “no advance or bonus” Cost will be down because of renewal dream Calls and mails all losses every week off advance report Verifier Works nights 4-9 pm Might get a way with 3 nights a week Also works Wed Bulletin In house underwriter Will take time to develop and need time to get enough cash flow, but bigger you get more you need. STAFF

  11. MUST PROMOTE QUALITY AT AGENCY MEETINGS

  12. 1. Ransey Vasquez $6,289 Dan Potts - $5,777 Debra Bell - $4,578 TOP WEEKLY AGENT REINSTATEMENT/REOPEN

  13. TOP WEEKLY AGENCY REINSTATEMENT/REOPEN 1.Wang Agency-$9,948 2. Adams Agency-$4,280 3.VasquezAgency - $3,987

  14. 69% -71.9% - Regular Bonus 72%-76.9% - 10% Of Bonus Extra 77%-81.9% - 20% Of Bonus Extra 82+% - 30% Of Bonus Extra PROMOTE BONUS RETENTION BOOSTS

  15. AGENT WEEKLY BONUS(TOP 10 BONUS EARNERS) 5. Dan Potilechio $3,687 86% R 15% + 30% Ret. Boost = $718.96 Bonus 6. James Lima $4,612 100% N 15% = $691.80 Bonus 7. John Gurley $4,504 100% N 15% = $675.60 Bonus 8. Maria Ramirez $2,768 88% R 15% + 30% Boost =$623.02 Bonus 9. Robert Simmen $3,429 87% R 15% + 30% Ret. Boost = $439.76 Bonus 10. Javier Esquivel $4,513 69% R 5% = $358.49 Bonus

  16. AGENT WEEKLY BONUS(TOP 10 BONUS EARNERS) 1. Ransey Vazquez $10,866 77% R 15% + 20% Ret. Boost = $1,955.88 BONUS 2. Josette Gray $6,157 100% N 15% = $923.55 Bonus 3. Luciana Mosca $3,143 85% R 15% + 30% Ret. Boost = $919.43 Bonus 4. Natalie Linker $3,808 89% R 15% + 30% Ret. Boost = $742.56 Bonus

  17. Culture can only change if YOU change, starts and ends with YOU Must be important ALL the time, Never risk NET for the GROSS 13 month persistency is what should be monitored, 4 month retention has nothing to do with profit CULTURE

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