Prospecting & Sales Management
Please note, the AIMS Society does not formally “endorse” any Vendor. The AIMS Society also does not support vendors that rely solely on the agent / carrier contract relationship to power any tool, system or technology. We recommend that agents only utilize vendors who have a specific contract with carriers or other third parties, authorizing the Vendor to provide their services. The AIMS Society does, however, support industry-wide initiatives that promote improved client service and workflow efficiencies such as the use of Real-time and Carrier Interface technologies.
The Personal Lines Growth Alliance (PLGA), comprised of dedicated supporters of the Independent Agency System, oversees an education, communications and leadership campaign to increase the personal lines market share of independent insurance agents and brokers. This campaign aims to reintroduce the versatile and attractive personal lines product line to independent agents by:
- Enhancing independent agency awareness, understanding and appreciation of the opportunity in the $235+ billion annual personal lines market—with some $150 billion of that total (comprising $20 billion in potential commission) today not written by independents.
- Promoting the attractive financial opportunities, long-term value, and stability of personal lines products to independent agency owners.
- Demonstrating technology, sales practices and operational efficiencies that allow the independent agent to be both price competitive and service superior in the personal lines marketplace.
- Leveraging various case studies and business models to illustrate to independent agents that there are various paths available to grow personal lines (e.g. payroll-deduction software and carrier co-op funds).
- Helping agents shift to a proactive sales approach (“hunter” mentality) to aggressively seek personal lines customers.
- Documenting threats posed by emerging personal lines competitors, such as payroll companies.
Membership is FREE to interested participants. Join today!
ASPSaleSource (www.aspsalesource.com) is a time proven contract process that enables you to stay in touch with every prospect and every customer with a preplanned series of strategies. These strategies are the roadmap you need to successfully build your business. ASPSaleSource comes complete and ready to use. No letters to write; no campaign strategies to design. Call 888-755-5554 to sign up for a Free, No Obligation 30-day trial. See first-hand how SaleSource helps agents create and maintain relationships!
SeaPass has made significant developments in the area of Commercial Lines Comparative Rating. The SeaPass HUB, a real-time rating and prospect management solution, provides agents with the ability to enter data into one submission and receive bindable quotes with multiple carriers for multiple lines of business. Currently, 19 companies are participating in the HUB product for BOP, Umbrella, Commercial Auto and Work Comp comparative rating. Studies have shown that if seeking quotes with 3 or more markets, this solution is a huge time saver and dramatically increases agency efficiency. SeaPass HUB is affordable and currently integrates with many of the industry’s leading agency management systems for even more efficient transfer of data.
As an added value for AIMS Society members, we have negotiated a 10% discount for you. This makes the cost of this valuable commercial lines tool less than $250 per month for multiple users. Each AIMS member agency that would like to use the Hub should register on the SeaPass registration webpage and enter the Partner Code of “AIMS0310”.
For more details, click here to see a real agent’s story about how SeaPass HUB has benefited their agency.