Congratulations again on a wonderful year! Many of you, like us, sold more business than ever before! Thank you and enjoy your bountiful harvest. Now is the time to start marketing and planning 2019 sales. If you haven’t already met with Pro Insurance Resources, please schedule a meeting. We can help you obtain your goals. Read on for some great marketing ideas and give us a call if you ever have any questions or ideas!
So, now that I am successfully growing a residual income stream, how do I make it work for my family and continue to service my book of clients?
ANSWER: Successor Agent Program – A Successor Agent is defined as a qualified agent who will service the members in the book of business being transferred to him or her, and in turn that qualified agent will receive renewal commissions for the UnitedHealthcare members in that book of business. Why would I use the Successor Agent Program? The Successor Agent Program is a great way to plan for the future!
Exiting the Business – Transfer a book of business to another eligible agent/agency with the expectation that the new agent/agency will service the members in that book.
Maintaining Business – Manage continuity of past business written as an individual by enacting a successor agreement to your own corporation.
Deceased Agent – UnitedHealthcare will allow an eligible successor agent to take over a book of business when we are notified within 60 days of death and the agreement is completed within 90 days of death.
What are the minimum requirements for the Successor Agent Program– Original agent must receive at least $2,000 in annual renewal payments. Original and successor agents cannot be the subject of an open complaint investigation. Original and successor agents must be in the EDC or ICA channels. The successor agent program is not available to Solicitors, ISRs, or Telesales Agents.
CATALOG ORDERING PARTY!
Here is a proven method for growing clients and getting positive referrals: Have a “catalog” ordering party! Do you know how the MAPD enrollees get OTC benefits? They don’t unless they order something! Invite your clients to a “catalog” ordering party and tell them to bring friends. The friends that don’t have the plan, will want it. This is a great way to build your sales funnel and it works!
It’s here! You can now use LEAN and get signatures via DocuSign. It is as simple as sending and opening an email. How many can you sell if you don’t have all that windshield time?
We love our agents. This market is so vast and fast-growing that we are looking for high-quality professionals to help serve clients. There are expansion markets and opportunities galore. Can you please take a moment and think about a family or friend who may be looking for a fulfilling career or opportunity? Please introduce us to your friends in the insurance business or cool people who are tired of corporate ceilings and restrictions. We really can help change their lives as they help people change their lives! Please check our website and share our posts and newsletters. We are working on this right now so that we can have a new class of agent servicing the growing markets in 2019.
UPCOMING TRAINING OPPORTUNITIES