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The SIA Companies
Redefining Long Term Care Insurance Management, Distribution, &
Administration
•We solve problems•We make agents happy•We make companies with agents happy•We increase LTCi sales•We have options for your declines•We make you look…
Good!
Nationally recognized LTCi experts
3
The SIA Companies1979 Schmidt Insurance1986 SIA Marketing1996 LTC Advertising Image &
Design2001 Leadership LTCi2002 RewardBuilder2009 LTCi Business ResourcesEach operationally
disciplined & dedicated toLong Term Care Insurance
4
SIA MarketingSIA’s Flagship Company
You
UsYou choose a
Service Package that meets your
needs
SIA Marketing
How?
• Tracking• Troubleshooting• Accelerating
Long Term Care Insurance Sales
We can launch a productand lead the charge…
or we can be behind the scenes
with services like these
SIA MarketingOur Flagship Company
Our specialty?Turn-key LTCi for
organizationslike yours
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SIA MarketingOur Flagship Company
•3 Marketing Teams Build Production• Surge Team• Synchrony Team• Synergy Team3500+ Quotes & Calls per month drive LTCi
performance!
Sales Force Management,Distribution, &
Administration
A Unique Business Model 8500+ Agents in all 50 states Controlled growth philosophy No channel conflict with captive organizations
Sales Force Management,Distribution, & Administration
Agent Training & Education Partnership Certified
Trainers
60 Second Online Quote Request System
Multiple companies, multiple pricing
20% more sales are closed using SIA’s Quote system!
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Sales Force Management,Distribution, &
Administration
Birthday Leads: Our Prospect Management
System
A tracking and retrieval system on any Quotes that do not result in applications
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Our Calendar & Automated Reminders drive production potential!
Sales Force Management,Distribution, &
Administration
Birthday Leads
increase sales by
22%!
Sales Force Management,Distribution, & Administration
Web-based Agent Rewards Program Recognition of small & large producers Winning starts with just 2 submitted apps
Sales Force Management,Distribution, & Administration
Individual Rewards & Recognition for:
QualityConsistencyLoyalty
The benefits of Agent Rewardscan positively impact
all of your company’s products
LTCi Administration
SIA-designed LTCi-specific Software
Dual Entry of Data
PreScrubbing of Apps
Status Reports
By A & H licensed agents trained in:
Product Agent Communications Carrier-Specific Underwriting
PreScrubbing of Apps
Outstanding Requirement Detection• We email missing
forms directly to your agents!
Health ConditionPrescreen• We use our
Multi-Carrier Underwriting Database
If health acceptable:• We generate
transmittals complete with agent #
• We overnight!
If health unacceptable:• We protect
clients by catching field declines & offering options!
SIA obtains Status from
multiple LTCi Carriers
SIA emails Updates to Agents
at10, 20, & 30 days
SIA sends Alternative Quotes & Apps if
declined
Status Reports on Apps
SIA Service Package
Supply Fulfillment
Custom LTCi
Website
Alternatives for Declines
Quote Requests
AppGard
SIA MarketingSIA’s Flagship Company
Each SIA Service you choose for your Service Package….
Each SIA Service you choose for your Service Package….
SIA Service Package
Supply Fulfillment
Custom LTCi
Website
Alternatives for Declines
Quote Requests
AppGard
SIA MarketingSIA’s Flagship Company
…“TIPS” your company toward greater LTCi success!
SIA Service Package
You with SIA!
Quote Requests
AppGard
Alternatives for Declines
Supply Fulfillment
Custom LTCi Website
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SIA MarketingSIA’s Flagship Company
1-800-544-5420 siamarketing.com
