Archives for March 2013

How to Run A Quote in the OES

How to Run a Quote using the One E-system (OES)

In this video you will be shown how to use the OES to run a term life insurance or guaranteed universal life quote.  After the quote is run you can email the quote directly to your client using the OES.

 

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

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Run a Life Insurance Needs Analysis

Life Insurance Needs Analysis

Do you run a needs analysis or estimate the amount of life insurance your clients need?  If so, congratulations, you are helping your clients and distinguishing yourself from your competition.  The majority of agents skip over this part and don’t probe deeper when a client requests to buy life insurance.  Most people are under-insured and would benefit from higher coverage.  You don’t want to have to explain to the family after a death why the covered didn’t leave enough to cover the mortgage, college  or other debts since you were the expert that helped them.  This short video will walk you through how to use the One E-system to calculate the amount of coverage a client needs.  Take the extra few minutes and do right by you and your clients.

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

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How to Add a Customer into the One E-system

Add a Customer

In this short video I show you how to add a customer into your One E-system database.  This is the first step in the sales process.  The client information that you enter in this step will help when you move to the life insurance quoting stage and will also pre-fill the insurance application once you get to that step.

If you are an independent  insurance agent and are looking for a forward looking, technologically advanced GA.  Please contact me to set up your own marketing machine.

Register for a weekly webcast from National Brokerage.  OES webcasts take place on Thursdays of every week at 11 am East, 10 am Central, 9 am Mountain, 8 am Pacific.

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Introduction

I know most of these blogs start with a Hello World post that’s pre-populated when you first start your site.  I’ll kick off my AutomateMyAgency blogging career with the same Hello World!  Let me introduce myself,   I’m Mike Needham the founder of Automate My Agency.  I’ve working in the financial services industry since 1997 across a wide spectrum of fields.  I’ve been involved in customer service, sales and marketing, training, technology, web development, business analysis and probably other areas that I don’t remember.  I’ve always been drawn to the technological aspects and love to automate and systematize.  This blog will share tips that I use and have come across to help you become more effective in running your practice whether you’re a financial advisor or an insurance agent.  I’ll also post random things I run across that I think might help you increase your business.  These things might relate to practice management, time management, social media, personal development, web development, helpful books, blogs, podcasts, apps or articles, how to tips or other things that catch my eye.

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