Travel & Venue Info
Highlights from 2010 Summit
Track: Broker Business Tools
Monday, September 26, 2011
Maximize your personal sales production by learning to plan your work and then work your plan. Improve the performance of your production resources through easy and more effective sales management tactics. Attendees will learn how to: -More effectively manage their weekly schedule to maximize sales performance -Establish goals for their production resources -Manage the sales activities of their producers to improve sales performance
Effective use of business intelligence can save employers millions of dollars by helping to design customized plans for both large and small employers. Learn about the elements used to design a plan that suits the employer as well employee needs. Census from the employer Past claims from the carrier Compare a companys results with national, regional, and industry specific demographics to see how they rank
What new ideas, packaged Tools, and business revenue generators are considered "state of the art? Several examples and actual explanations of existing products and services will be presented. Ideas include online discount systems, group auto/homeowners, toolBox for brokers, CD kits on health care reform/self funding/HRAs, guaranteed issued dental and mini-med plans, wellness, post retirement dental, post retirement HRAs for medical, etc. Each attendee will receive case studies, white papers, and PPTs of business tools.
Tuesday, September 27, 2011
With all the new hype about social media being an effective way to build your business, the question always arises whether or not it really works, and whether or not it works in the group benefits market. Can you get prospective business owners, senior management, and HR managers to even respond to social media outlets like Video emails, Facebook, Twitter, etc.? Let's talk about it!