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Tools & Support
Lead Generation
If you have been in the business for any amount of time, you have been bombarded by dozens of companies who will swear that they have discovered “the greatest thing since sliced bread” when it comes to leads and prospecting.
Fact is, finding leads and converting them to prospects is the toughest part of your job.
Our roots can be traced back to 1983 and we have seen every new twist that you can imagine. We understand that a diversified approach is the only way for you to maximize your marketing opportunities.
The selection of a lead vendor(s) is the sole responsibility of each agent. How you market depends on many factors including an agent’s personality, approach, business plan and more. PIE maintains an objective position with lead vendors by refraining from making specific endorsements or recommendations. The vendors below have received favorable reviews from various PIE agents who have utilized their services.
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Direct Mail & Seminar Invitations
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Lead Generation Companies
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Dynamo Leads
Harnessing the power of the Internet to identify and capture qualified leads. |
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Leads Now
A postcard based lead generation approach that has your prospects calling you. |
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Proprietary Marketing Support
| "Designed by Agents for the Benefit of Agents" goes one step further. PIE has developed its own appointment setting system that touches the potential client by mail twice and then again by phone twice before the agent ever knocks on their door. Also, since the agent paid in advance for these contacts, the agent receives the data regarding every contact whether it has led to an initial appointment or not, allowing the agent to continue to follow up with subsequent drip campaigns. |
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Premier Appointments
Developed by PIE as an effective appointment setting system. |
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Business Support
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Vista Print
For all your printing and company branding needs. Use the following link to receive an instant discount of 25% to 50%. http://www.vistaprint.com/vp/gateway.aspx?S=2859062978 |
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Financial Visions
"The easiest and most cost-effective way for Insurance Agents and Financial Advisors to have a professional Website.” |
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Foresight Publishing
A print newsletter can be tangible evidence of your concern for your clients' welfare – and it is a great way to keep “in-touch” with both clients and prospects. |
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Copytalk
Mobile scribe documentation services for the professional on the go. |
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Practice Builder
The Client Relationship Management (CRM) system for today’s financial advisor, designed to carry you from your first reference to a prospect. |
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Back Office Support
Let’s face it, most insurance professionals thrive in the face-to-face selling environment and that is where your time should be concentrated. The “other” tasks that are vital to every successful producer, things like research, mailing, tracking and other such administrative functions can divert the attention of a producer from their selling.
We have developed a comprehensive back office team that provides a full menu of support services that are aimed at freeing up your time so you can concentrate on doing what you do best, being in front of prospects and clients.
Through our strategic relationship with an industry leading company, we have access to the most comprehensive product database available.
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Drip Campaign
Keeping in regular touch with your clients and prospects will insure that you are at the forefront of their minds when circumstances in their lives or the life of someone close to them require the services of an insurance professional.
We take the hassle out of drip campaigns by managing as little or as much of the work that needs to be done to keep your name in front of your clients.
Through greeting cards, custom newsletters, targeted theme based pieces and other similar “touches”, we help make sure that you are the one that comes to mind when the services of an insurance professional are required.
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Illustrations
PIE has a friendly, dedicated staff that have been trained and certified on a number of illustration software products including: Imagisoft, Income Maximizer and a host of other tools available on a variety of carrier web sites. So whether you need a simple historical comparison between a particular product and a CD or a more sophisticated illustration of a split annuity or a stretch annuity concept, we have you covered.
Simply complete the illustration request form and submit it to our staff whose goal is to have the presentation back in your hands within 48 hours.
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Wealth of Knowledge Database
We have instant access to the most current and up-to-date information on products from over 30 different insurance carriers. We also can email applications and all the necessary forms that you need for any of these carriers and their products.
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Additional Support
The list of additional support areas is exhaustive and includes:
- Dedicated licensing department to handle all producer needs when it comes to carrier licensing.
- Application scrubbing group that insures your application gets processed the first time and that you receive your commissions in the shortest period of time.
- Business tracking expertise to help you keep on top of all your pending business.
- Informational webinars to keep you abreast of current industry trends.
- One-on-one business consultations on an on-demand or regularly scheduled basis.
As an agency, “Designed by Agents for the Benefit of Agents”, we continually look for new services and support functions that we can provide to make your business practice excel.
Unlike other marketing agencies, we aren’t about recruiting hundreds of agents. We strive to assist our agents to improve their personal production year after year.
We believe, “Better Trumps Bigger Every Time”.
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