The Story of Jim, the Insurance Agent

Post on 29-Jun-2015

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Like most agents, Jim, doesn't earn as much commissions as he needs and doesn't have the time to increase his commissions. See how he increases his commissions and survives the challenging times in our marketplace.

Transcript of The Story of Jim, the Insurance Agent

The Story of JimThe Insurance Agent

Jim has a good group of clients

But has been watching his commissions diminish due

to: MLR implementation

Rising health care costs

Health care reform

Carrier changes

He wants more clients, to help

offset his diminishing

income

Jim’s Typical

DaySales

Claims & Carrier

Questions

Quoting

Paperwork

He makes about

$250,000 a year in

commissions

He doesn’t havea lot of extra time

Jim said he needed someone, maybe a team, to answer

carrier questions and help with claims. He

needed a really experienced team.

Then, Jim discovered GRA’s Agency Concierge

With Agency Concierge, Jim has the staff and tools to

increase his business

Commissions

Agency Concierge assists with:

Quoting

Claims Issues

Client Calls

Eligibility

Form Processing

Now Jim and his associates can focus

on sales

Jim’sDay with

Agency Concier

ge

Sales

ClientCalls

He increased his sales time by

35%

With his new partnership, Jim grew his yearly commissions by

35%, an increase of nearly $90,000 each

year.

!

The Stories of Other Agents

“Agency Concierge saves so much time. They handle all of my claim issues, then just send me a weekly report. It’s great! This way I focus on sales.”– Mark Sisson, Employee Benefit Solutions

 

"Before I had one staff member concentrating on client service. With GRA's Agency Concierge, she now focuses on marketing and I gained a team of 7 support staff to service my clients."  - Dave Drayton, Lyman &

Sheets

Download our case study

Or contact us at: (517) 351-4908

info@grabenefits.com