Contact:
Gail James ClarkeIndependent Insurance Agents and Brokers of Orange County (IIABOC)
iiab04@yahoo.com
(866) 921-6440
7th Annual ED Day
8:30 to 9:00 a.m.
Registration, Networking and Breakfast
9:00 to 10:00 a.m.
Health Care Reform - How it Affects Employers (1-hr CE ; Course: 260747 / Accident & Health)
10:00 to 11:00 a.m.
Health Care Reform - The Agents Role (1-hr CE ; Course: 284309 / Accident & Health)
Speaker for both programs: Neil R. Crosby, LPRT, Director of SalesWarner Pacific Insurance Services, CAHU VP of Public Affairs and NAHU Chair of Media Relations
Many of the major provisons of health care reform are rapidly approaching and many employers have no idea what is coming and how best to deal with the complexities of the ACA. Our speaker has performed hundreds of meetings sharing with agents and employers alike, many of the ACA details and effects it will have on all of us.
Neil Crosby is Director of Sales for Warner Pacific Insurance Services, one of California's top Employee Benefit General Agencies. Neil has been in the health insurance industry since 1982, and is a well respected authority and speaker on health care reform and health care legislation issues facing California and America. Neil is currently serving as the Vice President of Public Affairs for CAHU, the California Association of Health Underwriters, as well as Vice Chair of Media Relations for NAHU, the National Association of Health Underwriters, which is the industry organization of professionals in Employee Benefits.
11:00 a.m. to 12:00 p.m.
Lunch with Sponsors
12:00 to 4:00 p.m.Niche Marketing and Account Management (4-hour CE; Course: 277747)
Jerry Nisker, Target Marketing Training
Over the past 40 years, Jerry has produced “from scratch” many target marketing programs, both sponsored and non-sponsored. His last program developed over $1.4 million in annual commission income. He has created programs for many companies that you will recognize including The Home Depot.
Jerry’s 4 hour seminar will teach you and your producers a new way to think about prospecting and the advantages of going after business that will give you a built in referral system. He will give several actual examples of successes he had only because he was perceived as the expert insurance broker for that industry. Jerry will also show you how to be on the lookout for situations that can become target marketing opportunities that may not have occurred to you.
Just one new business policy will pay the cost of this seminar. A successful group will make this an investment of a lifetime.
Here are a few examples of what you will learn today:
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You will learn ten important reasons to develop a target marketing program for your agency.
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A well designed target marketing program will benefit four separate entities. You will learn why each is important and how they interact. Knowing this information will help you make the sale.
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You will learn the difference between a sponsored and a non-sponsored program; the advantages and disadvantages of each, and how you can make an informed decision before you waste time working on something that you should avoid.
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One of the most important parts of this training is how to develop leads for a target marketing program. This class will give you 10 ways to develop a program. Several actual examples will be discussed that you can use in your agency.
Speaker and afternoon presentation provided by:
4:00 p.m. Conclusion