Download - The Story of Jim, the Insurance Agent

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Page 1: The Story of Jim, the Insurance Agent

The Story of JimThe Insurance Agent

Page 2: The Story of Jim, the Insurance Agent

Jim has a good group of clients

Page 3: The Story of Jim, the Insurance Agent

But has been watching his commissions diminish due

to: MLR implementation

Rising health care costs

Health care reform

Carrier changes

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He wants more clients, to help

offset his diminishing

income

Page 5: The Story of Jim, the Insurance Agent

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.

Page 8: The Story of Jim, the Insurance Agent

Then, Jim discovered GRA’s Agency Concierge

Page 9: The Story of Jim, the Insurance Agent

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%

Page 13: The Story of Jim, the Insurance Agent

With his new partnership, Jim grew his yearly commissions by

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

year.

!

Page 14: The Story of Jim, the Insurance Agent

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