Kategorier: Alla - insurance - coaching - commission - social media

av Gisel Martin för 5 månader sedan

56

Dawnn Hills Insurance Professional

The professional profile outlines a comprehensive approach to insurance and agent recruitment, emphasizing multiple touchpoints and communication methods such as emails, Instagram, and website interactions.

Dawnn Hills
Insurance Professional

Dawnn Hills Insurance Professional

National Agents Alliance


Avg times meet with a person is 3

emails (future)

youtube "Beat Poverty in America"

linkedin

Facebook

@dmhinsurance


Instagram

Milkshake (need to create)
book an appointment -calendly

-needs clarity on the type of conversation/appointment to book

website (dawnnhills.com)

https://dmhinsurancegroup.com/


Is the Alliance website editable?

Can we change the message to focus more on recruiting?


In the future:

dawnnhills.com

Blog

Accountability Coaching -pricing

TA: Business Owners/Entrepreneurs

client

non-client

Agent Recruiting Journey

referral

Referrals come from:


current customer/associates/ family/friends gives contact info for agent lead via email, phone call, text

Dawnn contacts agent lead to introduce self and set up a meeting

1st meeting with Non-Licensed Broker Lead

1st meeting with Licensed Broker Lead -outline for getting started -process for finding leads -agent shares goals/why -layout expectations

Dawnn goes through the immersion process with Broker -could take 1-3 months

Broker writes and installs policy for 1st client

Commission

Carrier Commission -paid only after policy is approved

Override Commission -13 Brokers

Broker begins bootcamp -immersion process/daily coaching call -training videos -training on assessments and writing applications

Insurance Customer Journey

leads from NAA -log in to ARC -choose a qualified lead

(2-5 per week)

(new agent needs 30-45 per week)


National Agent Alliance

-consistently send info to prospects on public lists

networking

Networking Events include:

1-1 get to know you meeting
client referral
current customer/associates/ family/friends gives contact info for potential client via email, phone call, text

Dawnn contacts potential client to set up a meeting and expectations for the 1st meeting

1st meeting with potential client -fact finder -figure out numbers -assessment -emergency contact form (beneficiary and referrals) -trust/advance health care directive/will -setup next meeting

Dawnn identifies best carrier and product

Products

Indemnity

IUL -pay monthly to build on

opportunity to have several IUL's

-create strategy for monthly and smaller lumps of money

-min. $100

-save 25% of income, subtract taxes, take 20% of the net income

-access to cash in real time

income protection

create a strategy over time to get to that number


gross annual income x 12 (no kids) (24 w/kids)

final expense -for those who can't qualify for life insurance, but guaranteed $25k, must stay alive for 2 years

annuities -put lump sums of money

Have money for retirement while you're young.

$5k, $10k, $15k - put it in an annuity in a lump sum

-it will grow faster

-4% to 8%

-access to cash in real time

2nd Meeting -reviews carrier and products -client chooses one

Dawnn fills out application and sends to carrier and follow up with carrier until application is issued

application is denied

submit to new carrier/product

application is approved

3rd meeting to review and install policy -setup 4 90-day meetings (or enough meetings for the client to be educated enough to understand their policy for their financial and medical needs and how Dawnn and team can meet those needs)

Dawnn and client install the policy

90-day meetings for 1.5 to 2 years

meet annually

the insured passes

contact with beneficiary is made

Dawnn notifies the carrier

Dawnn creates a claim

Dawnn follows up with the claim every week until issued -could take 1-3 months

check issued to beneficiary

sent to funeral home

remaining balance to beneficiary after funeral home expenses

sent to agent

delivers to beneficiary

client contacts emergency form people

Dawnn reaches out to them

Training

Joe & Tawnee Walker Team Call
The Fitz Group
The DCC call
President's Club
Building Tools & Back office Support