Track: Broker Business Tools

Monday, September 26, 2011

11:00 AM - 12:00 PM
Optimizing Sales Results: Strategies to Increase Production and Performance
Jack Kwicien, CLU, ChFC, Managing Partner, DAYMARK ADVISORS, LLC

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

2:30 PM - 3:25 PM
Business Intelligence for Plan Design
Venkatesh Tadinada, CEO & President, BI ENGINES, INC.

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 company’s results with national, regional, and industry specific demographics to see how they rank

3:30 PM - 4:20 PM
Panel: Broker Tools and Revenue Generators
Moderator: Rob J. Thurston, President, HR CONSULTING GROUP
Panelist: Jimmy Hersman, EVP Healthcare, HAMMERMAN & GAINER, INC.
Panelist: Roger Skinner, Sr. Vice President,, IHC

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

11:00 AM - 12:00 PM
Social Media as a Marketing Strategy
Guy Madison, Employee Group Benefits Advisor, INSURICA

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!…