https://completemarkets.com/company/thomasconsultingwins/insurance-client-surveys/
Claims Survey System
Utilizing psychographic research that we have done over the past 20 years, we are able to interpret the buying behavior of your top clients. We target the clients of your choice by having them participate in answering a psychographic-based survey. The results predict future client behavior.
New Client Surveys
We have developed a survey for New Clients to give the Agencies we work with an additional competitive advantage by asking the new clients for their precise preferences around communication, delivery, processing, etc. at the beginning of their relationship with the Agency.
We will utilize the New Client Survey as a competitive advantage in attracting prospective clients.
Current Client Surveys
Goal: To obtain Claimants’ feedback about their claim experience, to increase the quality of the Insured’s experience, and to add to Selective’s bottom line.
We will survey your current "A" and "B" clients to uncover what they like most about working with your agency. What value-added products are they willing to pay a fee for?
We utilize a combination of online surveys and telephone interviews to obtain feedback from all Claimants. This detailed feedback loop allows Selective to make significant and incremental changes to its claims process that will significantly impact its bottom line. We guarantee that Selective will see a 200% ROI within two years.
https://completemarkets.com/company/schinnerer/Land-Surveyors-Insurance/
...essional exposures faced by land surveying firms of all sizes. As a Managing G...Members of the American Congress on Surveying and Mapping (ACSM) may qualify f...
https://completemarkets.com/company/thomasconsultingwins/Insurance-Client-Intelligence/
At 21st Century Management Consulting, we are Client intelligence and retention experts who specialize in the P&C insurance industry for over 23 years. All of our work is highly customized and high touch.
Cadillac Program: Clients to The Power of 6!
Clients to the Power of 6! Will help you deliver one-to-one customized service to your top clients. You will keep your top clients, attract more and win back some former profitable clients with our comprehensive and integrated system.
We gather your top clients' unique expectations and thoughts about their relationship with your agency and provide your employees with the highly customized client-specific data that has been developed by the only experts in the field, with 20 years' experience in the insurance, retention and market research industries.
Our system is the only one built on a research-based scientific methodology with a 20 year proven track record that aids us in accurately pinpointing the three to eight reasons why your clients stay, leave, refer others, and cross-buy.
Clients to the Power of 6!
A retention, cross-selling and referral solution with a 20 year proven track record of producing actionable and measurable results.
Our unique, copyrighted Program:
•Is fast, easy, inexpensive and guaranteed to work.
•Utilizes a psychographic predictive survey that provides tremendous insight into your clients' decision-making process.
•Delivers a guaranteed 60% response rate.
•Delivers guaranteed results (300% ROI in the first 6 months).
•Uncovers your top clients' "hot buttons" that determine retention, referral, and cross-selling opportunities.
•Provides an electronically managed implementation plan requiring minimal staff time.
•Provides data that makes your current clients SIX times more likely to stay, refer others, and cross-buy.
•Works with current, new and former clients as well as personal lines clients and all lines of commercial insurance.
•Delivers data directly to your management team via our secure and dynamic highly customized Executive Reporting Site.
•Offers employees client-specific data with both strategic and tactical actionable results via a pop-up window on their desktops.
•Our surveys and interviews are all customized for each Client program.
https://completemarkets.com/company/thomasconsultingwins/Insurance-Agency-Consulting/
At 21st Century Management Consulting, we are Agency Consulting and retention experts who specialize in the P&C insurance industry for over 23 years. All of our work is highly customized and high touch. With a retention, referral and cross-selling solution with a 20 year proven track record of producing actionable and measurable results.
Agents to the Power of 6!
Agents to the Power of 6! will help you deliver one-to-one customized service to your top clients. You will keep your top agents, attract more and win back some former profitable agents with our comprehensive and integrated system.
We gather your top agents' unique expectations and thoughts about their relationship with your agency and provide your employees with the highly customized agent-specific data that has been developed by the only experts in the field, with 20 years' experience in the insurance, retention and market research industries.
Our system is the only one built on a research-based scientific methodology with a 20 year proven track record that aids us in accurately pinpointing the three to eight reasons why your agents stay or leave.
Our copyrighted, unique Agency Consulting Program
•Is fast, easy, inexpensive and guaranteed to work.
•Increases business 10%-15% within 2 years.
•Utilizes a psychographic predictive survey that provides tremendous insight into your clients' decision-making process.
•Delivers a guaranteed 50%+ response rate.
•Delivers guaranteed results (300% ROI in 18 months).
•Provides an electronically managed implementation plan requiring minimal staff time.
•Provides data that helps you retain agents and increase the business they place with your company.
•Delivers data directly to your management team via our secure and dynamic highly customized Executive Reporting Site.
•Our surveys and interviews are all customized for each Agent program.
https://completemarkets.com/company/tracy-driscoll/Health-Insurance/
...OU can benefit from the level of services. The most expensive plan, isn't alwa...
https://completemarkets.com/company/thomasconsultingwins/Insurance-Keynote-Presentations-Consutling/
At 21st Century Management Consulting, we are Keynote Presentation Consulting experts who specialize in the P&C insurance industry for over 23 years. All of our work is highly customized and high touch. With a retention, referral and cross-selling solution with a 20 year proven track record of producing actionable and measurable results.
Our results-driven Keynote Presentation Program is designed to help your agency provide outstanding service that will keep your clients for life and have them regularly referring other business to your agency while cross-buying.
Keynote Presentation Consulting: Love Them or Lose Them: Customer Retention in Action!
•Creating, Keeping, and "Wow!"ing Clients Again & Again.
•Mastering Methods of Dealing with Upset and Angry Clients.
•Cross-selling for Customer Service Representatives.
•Generating Rich Referrals.
Keynote Presentation engagement can be anywhere from one hour to a few hours. This can be for senior management, an Agents’ or employees' Annual meeting, etc. All of our presentations are customized, so I will cover the areas that are most salient to you. The mainstays are:
• The trends in the insurance industry
• The powerful economics of Client retention
• The insurance industry’s rework and acquisition costs, which are the highest of any industry
• Referrals and Cross-selling, the primary ways to obtain high quality new business
• The role of the insurance agent has changed to an advisor role. There is no difference between an insurance agent and a doctor or dentist - they all are advisors and have expertise.
• Complaints as gold mines
• Client segmentation
• The four stages of a Client relationship
• The importance of focusing on your "A" Clients
• Being nothing less than "absolutely delightful every day
https://completemarkets.com/company/thomasconsultingwins/customized-mini-insurance-boot-camps/
In-House Customized Mini-Boot Camp
This is usually one day or two days if the agency is divided into two groups. The Mini-Boot Camp takes my basic one-hour presentation that gives the "Headlines" and expands it into an interactive, fun, informative, and productive day. At the end of the day, the participants will know:
1. Why retention is so important,
2. Why they cannot afford allowing a Client to have a negative event,
3. Why they have to be nothing less than “absolutely delightful every day,”
4. Why they have to cross-sell and ask for referrals,
5. Why they must Wow! Clients every day, and
6. Why they must Wow! each other every day.
Our results-driven Boot Camps are designed to help your agency provide outstanding service that will keep your clients for life & have them regularly referring other business to your agency while cross-buying.
•Boot Camp- the entire package!
- Two-day in-house Boot Camp-the entire package to get everyone in your agency moving toward the same goals around retention, referrals and cross-selling!
- One-day, in-house Mini-Boot Camp- a great way to get others aboard!
Most agencies and companies opt to have Self-directed Teams implementing some of the ideas. The Teams send me their Meeting minutes and there is not any additional burden on Management. I am "on call" for them for one year. I visit quarterly to meet with Management and with the Teams, to track progress and provide additional tools and skills to ensure that your talent stays sharp!
https://completemarkets.com/company/ampublic/Limited-Benefit-Hospital-Intensive-CareCoronary-Care-Unit-Insurance/
Did you know that one out of five emergency room visits lead to an intensive care unit admission?
That’s why APL offers an individual limited benefit hospital expense plan that can help to pay for some of the expenses due to confinement in intensive care or a coronary care unit as a result of a covered sickness or injury.
Highlights (Policy Form IC/CC2 - IC/CC3 Series):
Flexible benefit options
Guaranteed renewable for life
Simplified underwriting
Available through payroll deduction (minimum of 3 for list billing) or individually through bank draft
Contact APL for more information on this product
1CDC: Advance Data from Vital & Health Statistics, Number 386, June 2007. National Hospital Ambulatory Medical Care Survey.
The information contained on this product page generally highlights the important features of the particular product listed and does not constitute a statement of contract, nor a complete description of the conditions, benefits, limitations, exclusions and other terms of coverage. The product listed and/or all benefits may not be available in all states and coverage is subject to all applicable policy provisions as authorized by the proper state regulatory authorities. For more complete information, please consult the terms of the product policy form approved in your state or contact us.
For Agent Use Only. Not For Consumer Distribution.
https://completemarkets.com/company/thomasconsultingwins/competitive-intelligence-insurance/
Competitive Intelligence
What are your agency's competitive advantages? What are your competitor's competitive advantages? We show you how to strategize the information to keep your top clients and win business from your competitors.
When a carrier enters into a new state or region, we are interested in identifying the current competitors, and learning how long have they been in the market, how strong their position is, how loyal the agents are to the current insurance companies, what a new agency would need to offer to outbid the current companies, the number one or two agency in the top agencies, the key trade associations that are critical to success in these new areas, the key players and influencers in this industry in the new state or region, etc.
Product Intelligence
If an agency wants to offer new products, the key questions are:
1. Who are already the leaders in this product line?
2. Why are they the leaders?
3. What are their competitive strengths and weaknesses?
4. Is the market saturated?
5. What does an agency need to offer to have its product be a success (additional features, different deductibles, etc.)?
6. What are the incentives that the agency needs to offer its agents that will be most effective in having them switch their loyalty and sell the new product from the new agency rather than from its usual insurance agency?
7. How do the incentives need to be structured for the long and short-term goals?
https://completemarkets.com/company/thomasconsultingwins/former-client-win-back-program/
Former Client Win Back Program
We call your Former Clients for you, so we can understand why they left and what you can do to win them back.
Former Clients
Our Goal is to uncover what really happened and win some of your Former Clients back. The typical time frame is two to three weeks.
We interview your agency's profitable former Clients to understand why they left and what needs to occur for them to return. On average, the agencies we work with are able to win back ten to fifteen percent of these Clients within two years.
You will receive a Report on each former Client with actionable steps. We provide a written Guarantee of 200% ROI within two years.