From The Desk Of Pat Wedeking
Springtime
with Only…
I was struck last week by an
interesting coincidence. We do remind each other around here to keep our voice
mail greetings fresh, friendly and unique but Brad and I did not talk or
coordinate our greetings last week. I was moved when I went to leave him a
message and heard that we both had talked about a similarity between springtime
and what’s going on at Only Financial Group.
It really is a good analogy…
A light exists in spring not present on the year at any other period. The full
deliciousness of the season is enjoyed with a stroll in the soothing sunshine
and soft wind with flowers in bloom.
Click Here to Read the Full Version....
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Want to maintain
Lead Flow?
Try CNRs...
Only Financial Group
announces the creation of a new lead type…Call
Now
Requests.
What if you could keep your
lead flow more consistent and contain your cost of leads?
What if you could work leads
of a greater value than the quote request leads we see in the marketplace?
This lead has certain minimum
quality characteristics, fits promotional necessities such as feasibility and
flexibility AND has already earned positive feedback from OFG sales
professionals who’ve been using it. We call this lead a Call Now Request (CNR).
What’s a CNR?
So what’s a CNR? This is
someone who has seen rates for life insurance and is requesting more
information. The prospect arrives at TermOnly.com, they enter their information
into the quoter, play with it a bit, and see the offers of several different
companies. As you know, to the side of the quote there is a button that reads,
“Request an Application”. However, what if the prospect has this one small
health issue they’re concerned about? Or what if they want to make sure there
is a real person behind this machine, or have a question about an existing
policy and its affect on a new one, or one on service level to expect from a
carrier, or say they want a policy on their spouse as well, or, or, or?
Click Here to Read the Full Version.... |
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New LeadBoss now helps you manage your cases through
underwriting!
You asked for it, you got it! You already know LeadBoss as the
premier online
system for tracking your insurance sales leads. Now LeadBoss helps you
track your cases through the underwriting process! As many of you know I come
to InsuranceOnly after more than 15 years as a manager at CIGI Direct Insurance
Services and I helped train many of the reps at eterm.com.
Joining the InsuranceOnly team has allowed me to help develop browser based lead
relationship software that is the envy of the industry. The new LeadBoss has
several new features including a “case management” tab, a “call log”,
and new more intuitive lead statuses. Lets take a tour through the updated
program and see how it improves your daily workflow so you can earn more
commission $$$'s while providing superior service!
Click Here to Read the Full Version...
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Million Dollar Agency FOR SALE
How much would you be willing
to pay for an agency that produces one million dollars per year in annual
production? To establish a valuation some businesses use the gross
revenue generated in a year as the business value. Others take the net
profits of the business and multiply that figure by a value somewhere between 5
and 10. Using either of these methods, a conservative and fair “asking price”
for our million-dollar agency would be $500,000.
We have several agencies for
sale here at OFG. We’ve considered selling them for some time and have decided
now to make a special offer. This is an offer good ONLY for active OFG agents.
In exchange for placing all business through our channels and allowing us to
train and support your personnel we’ve decided to let a few of these agencies go
for $20,000. Sound like fair arrangement?
Click Here to Read the Full Version
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LeadBoss Q&A
How do I access the Case Management tab in
LeadBoss?
We have split the status options in LeadBoss. We
now have status options that pertain to calling (Call Log statuses), to selling
(Lead statuses), and to case management (Case Management statuses). When a lead
is set to “In Case Management” (which is a Lead status) the tab for “Case
Management” becomes active. You’ll know it’s active because it turns green. A
case manager OR agent can then access the case management tab and enter the
appropriate notes and information.
NOTE: If you change the Lead status to
something OTHER THAN "In Case Management", it will be removed from this status
and this tab will no longer be active. Therefore, only change the Lead status
OUT of "In Case Management" once all case management processes are complete (the
case has been placed, etc.)
Click Here for more LeadBoss Q&A |
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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
Want more
Sales??
Consider
CNR leads and.........
If you
are serious about direct response marketing, you need to be licensed and ready
to accept leads from many, many states. Any additional state is a good state
to get licensed in. Try Arizona, Ohio, Illinois, Michigan, Florida, Virginia, Alaska,
Kentucky, New York, Pennsylvania, Massachusetts and Utah for starters if you
don’t already have those. Work to be
licensed in more than 30 states. I large geographic footprint means more
consistent flow of leads.
Try
ProducerLicensing.com or
Cumberland-Licensing.com for
services that will take care of the licensing task for you.
Also,
www.licenseregistry.com. They currently
offer licensing in 30 non-resident states and you have licenses in 5-10
business days.
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Direct Response Sales
Summit Sign-Up
September 30th to
October 3rd, 2004
Denver, Colorado
We need an
indication...Are you currently planning on attending the
meeting...Hand up if we should try to have room for you.
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Please Join Us
For Our Biweekly Teleconference's
iShare
A
monthly teleconference of the nations top producers in the Direct Response
Market.
Next Teleconference
New Day & Time!
Thursday
April 29th
at 12:00 PST
Open to all
Only Financial Group vendors and agents.
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
May 13th
at 12:00
PST
For those
wishing to sit in, contact Brad from OFG at:
reminder emails will be sent
with access number
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Impaired
Risk through
OFG
Easy as
ABC, 123
Has your client been Declined, Postponed, Rated or Refused?
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