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From The Desk Of Pat Wedeking
Hello Friends!
Welcome to this month’s edition
of the OFGzine. Things are happenin’ around this place; a movement is taking
place in the brokerage world and good bit of that activity is coming to your
team here. We are on the way to our ambitious team goal of producing one million
dollars of annualized life premium per month by the end of 2006. It will take a
team effort and we will do it.
- West Coast Life and AIG/AG
remain hot companies that embrace the direct response niche and are issuing
policies
- Our Impaired Risk “path” has
become the easiest, most efficient in the industry
- The new OFG site is up and
looks great!
- OFG services are gaining popularity and people are making good money selling
high volumes of life insurance from their desk
In this issue I’d like to
introduce a new section of the OFGzine we will call… “Getting to know each
other.” It’s one of our efforts to build a winning team and family
environment. We want you to know who you are working with AND we’d like to get
to know you too. So each month we’ll offer one bio from Team OFG and one from
our group of sales professionals. We feel this makes for good business for
everyone involved for several reasons.
Click Here to Read the Full Version....
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Script for Voice Mail Success
Our good associate, Ian
R., in California referred a very interesting article to me recently.
It covered the importance and effectiveness of “enticing” voice mail
messages. The author, Jill Konrath (www.SellingtoBigCompanies.com),
states that there are 5 things you must do to create an enticing voice
messages. Follow along and we’ll script a voicemail example at the
end. The 5 items you must do are:
- Reference your Research
- State a Strong Value Proposition
- Share an Insightful Idea
- Dangle Important Information
- Conclude with Confidence
1. Reference your
Research. Ms. Konrath states, “Do you know how few sellers
actually invest time studying their clients before placing a call? Very
few. You'll immediately set yourself apart if you mention it in your
voicemail.” When reviewing the new lead, look for the birth date
and comments entered by the prospect, if any. Be aware of the state
they are in and if you see any health conditions that might require
specialized assistance. In short, look for important information that
can quickly establish you as a person who understands their very unique
situation and needs.
Click Here to Read the Full Version....
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INSURANCEONLY ANNOUCES RECORD
SALES IN 2003
Company Attributes
Record Revenues in 2003 to Increased Marketing for Direct Sale of Life
Insurance and Expanded Brokerage Efforts
SEATTLE, WA. – (Feb 9, 2004)
InsuranceOnly (IO), has announced record sales figures for 2003. Pat
Wedeking, President of IO made the announcement.
IO maintains a national network of insurance agencies providing members
of its Only Financial Group with thousands of qualified sales leads and
completed application requests for new life insurance policies. In
addition to providing producers with new business through customer
leads, IO also provides sales and support services, agency management
technologies and other resources to streamline and economize agency
operations and maximize sales.
- $2.5 million in revenues for 2003. A 24% increase over revenue for 2002.
- $805,000 in revenues for 4Q 2004 versus $510,000 for the same quarter in
2002 and a 40% increase over the previous quarter.
$1.6 million in brokerage production for 2003; up from $500,000 in 2002.
- A nearly 100% increase in daily leads and application requests generated
through the company's consumer Websites. Daily traffic averages more
than 250,000 unique visitors resulting in over 200 leads generated and
over 150 application requests filed each day.
Click Here to Read the Full Version.... |
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LeadBoss Q&A
How do I know which agent a lead is assigned to?
You can simply do a quick search for a
specific lead OR leads. When the leads appear (search results) simply hold your
pointer over the lead’s name. A bubble box will appear indicating which agent
the lead is assigned to. This is very helpful if someone calls into the office
and you or an office administrator is unsure as to who to transfer the call to.
Sometimes
it seems I can’t change status. Why is this?
If you are trying to change a
lead’s status and it doesn’t seem to be working, be sure to check the lead’s
email address. We have found that oftentimes the lead’s email is incorrect OR
there is no email included. If there is no email, you should try to get this
from the lead. If the lead/client does not have an email, simply enter
test@test.com
for the email address. You should also select “Yes” to the question “Turn
off event emails” within the “Client Detail” tab. If an email is present, there
may be spaces within the email or after the last character. If there are spaces
within the email, remove the spaces and confirm the email with the client. If
there are spaces after the last character of the email (there are spaces if you
can use your arrow key to ADVANCE spaces after the last character) you will need
to delete these spaces. You can do this by putting the cursor just AFTER the
last character in the email address and holding down the “delete” key on your
key board for a good 10 seconds or so. You can also highlight the spaces by
putting your cursor just after the last character and hitting “end” on your
keyboard to include all the spaces. Then hit “delete” on your keyboard. This
will remove any spaces.
Once you are sure there is an email and there
are no spaces within the email address, try to save the status again. |
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OFG Press Releases
Take a moment to read
through our press releases, and to learn more about our exciting
services and products which will increase your bottom line!
Press Release Archive |
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Sales Corner
Sales Tips Below:
Don't forget - your light
smokers can be PREFERRED non-smoker with USFL! Ask us how.
Credit card payments
are no problem with Zurich Life. Your clients can earn miles while paying for
their life insurance. Ask Brad how!
2 new simplified issue plans
with United Home Life. Get paid in 10 days! Ask us how
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Please Join Us
For Our Biweekly Teleconference's
iForum
"Engineered To Make You Money"
A
monthly teleconference of vendors, carriers and the nations top producers in
the Direct Response Market
Next Teleconference
New Day & Time!
Thursday
March 11th
at 12:00
PST
Summit Group
A
monthly teleconference of the nations top producers in the Direct Response
Market.
Next Teleconference
New Day & Time!
Thursday
March 25th
at 12:00 PST
Open to all
Only Financial Group vendors and agents.
For those
wishing to sit in, contact Brad from OFG at:
reminder emails will be sent
with access number
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