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Improving Insurance Agents' Sales Productivity

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Overview of the Market Logix Opportunity Reports and prospect leads, including what's included and how these features can improve sale effectiveness for insurance agents and brokers

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Page 1: Improving Insurance Agents' Sales Productivity
Page 2: Improving Insurance Agents' Sales Productivity

Market Logix for AoA Members

Page 3: Improving Insurance Agents' Sales Productivity

Market Logix for AoA Members

Page 4: Improving Insurance Agents' Sales Productivity

2. using market intelligence is key

Smart growth [smahrt grohth] n.

1. getting maximum return from your sales and marketing efforts

Page 5: Improving Insurance Agents' Sales Productivity

See where the opportunities are

These are eating places in New Haven, CT

Page 6: Improving Insurance Agents' Sales Productivity

*

* Optional data

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Pick a geographic area

Pick some desirable classes and business sizes

Order some leads and have at it

The traditional approach to growth:

Page 8: Improving Insurance Agents' Sales Productivity

Believing that more is better when it comes to leads

Traditional time wasters….

Page 9: Improving Insurance Agents' Sales Productivity

Believing that more is better when it comes to leads

Traditional time wasters….

Working prospects your carriers won’t write

Page 10: Improving Insurance Agents' Sales Productivity

Believing that more is better when it comes to leads

Traditional time wasters….

Working prospects your carriers won’t write

Pursuing businesses that are in financial decline

Page 11: Improving Insurance Agents' Sales Productivity

The smart growth approach:

Pick a geographic area

Page 12: Improving Insurance Agents' Sales Productivity

The smart growth approach:

Pick a geographic area

Identify classes and business sizes that offer the best potential within that market

Page 13: Improving Insurance Agents' Sales Productivity

The smart growth approach:

Pick a geographic area

Identify classes and business sizes that offer the best potential within that market

Clarify which of these are growing / likely to be written

Page 14: Improving Insurance Agents' Sales Productivity

The smart growth approach:

Pick a geographic area

Identify classes and business sizes that offer the best potential within that market

Clarify which of these are growing / likely to be written

Focus your attention on these opportunities

Page 15: Improving Insurance Agents' Sales Productivity

The GeoLogix platform fuels Market Logix

250 million households

35 + million current businesses

70 major data sources

Data built on foundation of individual company record

Enriched by more than 25 years of successful client engagements with top banks

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Page 17: Improving Insurance Agents' Sales Productivity

Select up to 5 ZIP codes or 5 counties for each report

Choose either “Size by Number of Employees” or one of the “Location Driven Risk” items as a filter for your information

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Partial view of Top 50 classes:

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All reports include the essential measures

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Select additional measures from these options

All report include the essential measures

Page 21: Improving Insurance Agents' Sales Productivity

Select additional measures from these options

All report include the essential measures

Page 22: Improving Insurance Agents' Sales Productivity

Select additional measures from these options

All report include the essential measures

Page 23: Improving Insurance Agents' Sales Productivity
Page 24: Improving Insurance Agents' Sales Productivity

Top ClassesFilter: New Haven County, CTFilter: 50-99 EmployeesCreated: 11/18/10

Top SICsNumber of

BusinessesValue of

StructuresValue of

InventoriesNumber of

BusinessesValue of

StructuresValue of

InventoriesNumber of

BusinessesValue of

StructuresValue of

InventoriesNumber of

BusinessesValue of

StructuresValue of

Inventories8322 - Individual and family services 17 73021227 639 2 4725982 91 15 68295245 5488211 - Elementary and secondary schools 87 515761229 3117 4 6538340 144 83 509222889 29735812 - Eating places 24 97069066 838 1 1685040 39 5 62678297 156 17 31411729 6378361 - Residential care 7 28656581 246 1 4186200 33 6 24470381 2127361 - Employment agencies 4 16375012 268 1 891072 39 3 15483940 2298748 - Business consulting, nec 4 12053339 148 4 12053339 1488711 - Engineering services 4 18121415 177 1 3081902 41 3 15039513 1367389 - Business services, nec 34 161769504 1330 2 10434900 76 4 6533118 107 28 144801486 11468742 - Management consulting services 6 36412488 224 6 36412488 2248062 - General medical & surgical hospitals 4 108713135 128 4 108713135 1281629 - Heavy construction, nec 3 17599730 133 1 2953580 34 2 14646150 1005411 - Grocery stores 6 8538685 234 6 8538685 2348051 - Skilled nursing care facilities 15 44628410 557 1 6671770 20 14 37956640 5379121 - Legislative bodies 27 185367458 1403 1 5115110 55 26 180252348 13471721 - Painting and paper hanging 4 3427738 158 4 3427738 1581711 - Plumbing, heating, air-conditioning 3 6167083 110 3 6167083 1108351 - Child day care services 6 17800299 127 2 6879100 61 4 10921199 669199 - General government, nec 9 95639672 411 1 0 32 8 95639672 3798641 - Civic and social associations 11 69523248 408 11 69523248 4089224 - Fire protection 8 5318817 219 1 0 37 2 2527003 44 5 2791814 1384953 - Refuse systems 7 12302589 251 1 4591060 42 6 7711529 2088712 - Architectural services 3 46397526 105 1 38814020 38 2 7583506 678011 - Offices & clinics of medical doctors 28 529014375 926 1 110868700 38 4 48742745 136 23 369402930 7517911 - Dance studios, schools, and halls 3 2787446 114 3 2787446 1149111 - Executive offices 5 69733362 220 1 2712430 0 4 67020932 220

Total Top Businesses regardless of Payment Risk Payment Risk - High Payment Risk - Medium Payment Risk - Low

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Example includes optional data

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With these prospects, selling time is highly productive

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Lead information can be imported into agency contact management systems

Page 31: Improving Insurance Agents' Sales Productivity

Web: GeoLogixSolutions.com Market Logix for Agents

E-mail: [email protected]

Phone: 860-974-2306