1 © 2012. All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Combined Sales Meeting – Nov 2012.

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Presentation transcript:

1 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Combined Sales Meeting – Nov 2012

2 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Won Opportunities Nov ‘12

3 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. New Clients >$5K in November 2012

4 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. New Clients >$5K in November 2012

5 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. “Producer of the Month” November 2012 Intercept Pharmaceuticals$78,441 Douglas Bixby

6 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Trip Qualifying

7 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc Year to Date Trip Qualifier Totals

8 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Opportunities YTD

9 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Opportunities Won : YTD YTD Production: $4,005,012

10 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Opportunities Won : EB/P&C Split

11 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Opportunities Won : YTD 2011 vs YTD Production: $4,005, YTD Production: $4,438,635

12 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. # of Opportunities Won : YTD 2012 vs YTD: 340 wins 2012 YTD: 348 wins

13 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Average Account Size : YTD 2011 YTD Average: $12, YTD Average: $11,508

14 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline Analysis

15 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Formal Pipeline Usage * Source: MarshBerry Agency Production Survey New Business as a % of prior-year book

16 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

17 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

18 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

19 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

20 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

21 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

22 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

23 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

24 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

25 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

26 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

27 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

28 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

29 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

30 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

31 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

32 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

33 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

34 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Pipeline / Sales Plan Calculation *Pipeline Calculation = NB Goal / Close Ratio on QPs / Number of Sales Cycles per year

35 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

36 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

37 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

38 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

39 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

40 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

41 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career Account Threshold

42 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Career (Target) Account Size KOWALSKI BOOK

43 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. What type of account meets your career account threshold?

44 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc.

45 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc.

46 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Marketing Update

47 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. News and Updates

48 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Advertising

49 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc.

50 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc.

51 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Recent posts to WGA InsureBlog Wind energy and the future of the Production Tax Credit The Production Tax Credit (PTC) provides a tax credit for each kilowatt-hour of wind power produced by utility-scale wind turbines and is applicable for the first 10 years of electricity production... MOLLY LOVELETTE Death toll prompts push for tighter federal regulations for compounding pharmacies The recent meningitis outbreak linked to contaminated injections has led to many complaints about Food and Drug Administration (FDA) regulation and oversight of the compound pharmaceutical industry... JAMIE BALBONI Summary of Benefits and Coverage – the first step in expanding healthcare education In a recent visit to a doctor’s office, I overheard a fellow patient getting frustrated with the payment collection process. It is clear that more education is required around how health plans work... KATE O’SULLIVAN Post-Sandy, lower deductibles for homeowners The latest development in responding to damage from Hurricane Sandy is some good news for policyholders, particularly those of Homeowners Insurance... PHIL EDMUNDSON Law firms learn the importance of off-site power in wake of Sandy Tuesday’s AmLaw Daily highlights the significant impact many law firms have suffered since the arrival of Sandy... LYNNE AHEARN

52 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Events in November Green Tie Gala Awards WGA is sponsoring the NECEC’s Green Tie Gala honoring outstanding achievements in accelerating New England’s clean energy economy, hosting 2 tables with trading partners from Chubb. THURSDAY, NOV The InterContinental Hotel, Boston MA Fast 500 for NY/NJ/PA Tri-State WGA is sponsoring the Deloitte Fast 500 Awards recognizing fast growing technology, media and entertainment, telecommunications, life sciences and clean tech companies. WEDNESDAY, NOV The Andaz Hotel, New York NY

53 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Newsletters MarketingSelling

54 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling Newsletters

55 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. WGA InsureBlog MarketingSelling Newsletters

56 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling Newsletters WGA InsureBlog

57 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. LinkedIn Introductions MarketingSelling Newsletters WGA InsureBlog

58 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlog

59 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Networking Events MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlog

60 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events

61 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. White Papers MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events

62 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White Papers

63 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Calling Prospect to f/u on White Paper MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White Papers

64 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White PapersCalling Prospect to f/u on White Paper

65 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. WGA Sponsored Speaking Events MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White PapersCalling Prospect to f/u on White Paper

66 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White PapersCalling Prospect to f/u on White Paper WGA Speaking Events

67 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. You Speak At Event MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White PapersCalling Prospect to f/u on White Paper WGA Speaking Event

68 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. MarketingSelling NewslettersLinkedIn Introductions WGA InsureBlogNetworking Events White PapersCalling Prospect to f/u on White Paper WGA Speaking EventsYou Speaking at Event

69 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. January Sales Summit

70 © All Rights Reserved. William Gallagher Associates Insurance Brokers, Inc. Save the Dates WGA Sales Summit THURSDAY January 10 th - FRIDAY JANUARY 11 th