The Story of Jim, the Insurance Agent
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Transcript of The Story of Jim, the Insurance Agent
![Page 1: The Story of Jim, the Insurance Agent](https://reader033.fdocuments.us/reader033/viewer/2022052304/55903f241a28ab936a8b46b9/html5/thumbnails/1.jpg)
The Story of JimThe Insurance Agent
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Jim has a good group of clients
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But has been watching his commissions diminish due
to: MLR implementation
Rising health care costs
Health care reform
Carrier changes
![Page 4: The Story of Jim, the Insurance Agent](https://reader033.fdocuments.us/reader033/viewer/2022052304/55903f241a28ab936a8b46b9/html5/thumbnails/4.jpg)
He wants more clients, to help
offset his diminishing
income
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Jim’s Typical
DaySales
Claims & Carrier
Questions
Quoting
Paperwork
He makes about
$250,000 a year in
commissions
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He doesn’t havea lot of extra time
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Jim said he needed someone, maybe a team, to answer
carrier questions and help with claims. He
needed a really experienced team.
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Then, Jim discovered GRA’s Agency Concierge
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With Agency Concierge, Jim has the staff and tools to
increase his business
Commissions
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Agency Concierge assists with:
Quoting
Claims Issues
Client Calls
Eligibility
Form Processing
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Now Jim and his associates can focus
on sales
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Jim’sDay with
Agency Concier
ge
Sales
ClientCalls
He increased his sales time by
35%
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With his new partnership, Jim grew his yearly commissions by
35%, an increase of nearly $90,000 each
year.
!
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The Stories of Other Agents
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“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
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"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
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