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Health Agents, I recently responded to another thread with this:
Here is a twist.
I am always trying to revamp the agency and try new things. As a matter of fact I began a great relationship with a life guy (12 years with NYLIC) and we have accomplished some amazing production over the last year. It took us a month or so to get my corporate NYLIC license and licensed with his other carriers and then it was on...
He has total access to my 3800 names and I have total access to his 2700.
I was actually thinking of starting a thread asking you health guys who, how and where I should start to prospect for a willing health agent in my area.
One thing that I have learned over the years is that I do what I do very well. However I'm the first to admit that when I try to spread myself to thin it is the client that suffers or simply goes to another life guy somewhere else, or another health guy somewhere else, or another whatever somewhere else.
Heck, if I can provide that product line to my client with an agent that specializes in that type of coverage (right in my office), I will take the split in commission every time rather than send them down the road.
It ties the client to our agency (with the cross sell) and provides better retention.....The client gets better service, I make more money. WIN-WIN
To that end. If there are any health agents (in Albuquerque) that would like to engage in talks about this type of relationship. 505-899-7000
I have spent months researching "specialization" as an agency model. I have a csr worth her weight in gold, my wife handles all billing and claims processing, I have my life and investment agent, I have recently hired my agency contact rep (this person does nothing but market for the agency. including - cold calls, e-relations, cross sell appointments, etc...) Next on the list is to actively pursue is a commercial agent and a health agent.
Based on the responses from the other thread, it looked as though you health agents think this may not be a good match or something worth pursuing.
Any advice on this would be much appreciated
Here is a twist.
I am always trying to revamp the agency and try new things. As a matter of fact I began a great relationship with a life guy (12 years with NYLIC) and we have accomplished some amazing production over the last year. It took us a month or so to get my corporate NYLIC license and licensed with his other carriers and then it was on...
He has total access to my 3800 names and I have total access to his 2700.
I was actually thinking of starting a thread asking you health guys who, how and where I should start to prospect for a willing health agent in my area.
One thing that I have learned over the years is that I do what I do very well. However I'm the first to admit that when I try to spread myself to thin it is the client that suffers or simply goes to another life guy somewhere else, or another health guy somewhere else, or another whatever somewhere else.
Heck, if I can provide that product line to my client with an agent that specializes in that type of coverage (right in my office), I will take the split in commission every time rather than send them down the road.
It ties the client to our agency (with the cross sell) and provides better retention.....The client gets better service, I make more money. WIN-WIN
To that end. If there are any health agents (in Albuquerque) that would like to engage in talks about this type of relationship. 505-899-7000
I have spent months researching "specialization" as an agency model. I have a csr worth her weight in gold, my wife handles all billing and claims processing, I have my life and investment agent, I have recently hired my agency contact rep (this person does nothing but market for the agency. including - cold calls, e-relations, cross sell appointments, etc...) Next on the list is to actively pursue is a commercial agent and a health agent.
Based on the responses from the other thread, it looked as though you health agents think this may not be a good match or something worth pursuing.
Any advice on this would be much appreciated