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The SIA Companies Redefining Long Term Care Insurance Management, Distribution, & Administration.

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Presentation on theme: "The SIA Companies Redefining Long Term Care Insurance Management, Distribution, & Administration."— Presentation transcript:

1 The SIA Companies Redefining Long Term Care Insurance Management, Distribution, & Administration

2 We solve problems We make agents happy We make companies with agents happy We increase LTCi sales We have options for your declines We make you look… We solve problems We make agents happy We make companies with agents happy We increase LTCi sales We have options for your declines We make you look… Good! Nationally recognized LTCi experts

3  1979 Schmidt Insurance  1986SIA Marketing  1996LTC Advertising Image & Design  2001Leadership LTCi  2002RewardBuilder  2009LTCi Business Resources Each operationally disciplined & dedicated to Long Term Care Insurance 3

4 SIA’s Flagship Company 4

5 YouUs You choose a Service Package that meets your needs How? Tracking Troubleshooting Accelerating Long Term Care Insurance Sales Tracking Troubleshooting Accelerating Long Term Care Insurance Sales

6 We can launch a product and lead the charge… or we can be behind the scenes with services like these Our Flagship Company Our specialty? Turn-key LTCi for organizations like yours

7 3 Marketing Teams Build Production 3 Marketing Teams Build Production Surge Team Surge Team Synchrony Team Synchrony Team Synergy Team Synergy Team 3500+ Quotes & Calls per month drive LTCi performance! 7

8 A Unique Business Model  8500+ Agents in all 50 states  Controlled growth philosophy  No channel conflict with captive organizations

9  Agent Training & Education  Partnership Certified Trainers 60 Second Online Quote Request System Multiplecompanies multiple pricing Multiple companies, multiple pricing 20% more sales are closed using SIA’s Quote system!

10 Birthday Leads : Our Prospect Management System 10 A tracking and retrieval system on any Quotes that do not result in applications

11  Our Calendar & Automated Reminders drive production potential! 11 Birthday Leads increase sales by 22%!

12 Agent Rewards  Web-based Agent Rewards Program  Recognition of small & large producers 2 submitted apps  Winning starts with just 2 submitted apps

13  Individual Rewards & Recognition for:  Quality  Consistency  Loyalty The benefits of Agent Rewards can positively impact all of your company’s products

14  SIA-designed LTCi-specific Software Dual Entry of Data PreScrubbing of Apps Status Reports

15 A & H licensed  By A & H licensed agents trained in:  Product  Agent Communications  Carrier-Specific Underwriting

16 PreScrubbing of Apps Outstanding Requirement Detection We email missing forms directly to your agents! Health Condition Prescreen We use our Multi-Carrier Underwriting Database If health acceptable: We generate transmittals complete with agent # We overnight! If health unacceptable: We protect clients by catching field declines & offering options! SIA obtains Status from multiple LTCi Carriers SIA emails Updates to Agents at 10, 20, & 30 days SIA sends Alternative Quotes & Apps if declined Status Reports on Apps

17 SIA Service Package Supply Fulfillment Custom LTCi Website Alternatives for Declines Quote Requests AppGard SIA’s Flagship Company Each SIA Service you choose for your Service Package….

18 Each SIA Service you choose for your Service Package…. SIA Service Package Supply Fulfillment Custom LTCi Website Alternatives for Declines Quote Requests AppGard SIA’s Flagship Company …“TIPS” your company toward greater LTCi success! SIA Service Package You with SIA! Quote Requests AppGard Alternatives for Declines Supply Fulfillment Custom LTCi Website

19 SIA’s Flagship Company 1-800-544-5420siamarketing.com 19


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