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DON, SKYLER, ENXI, NATE TEXAS TRIUMPH

Don Gates () - Change this graphNate Annen () - "build a model to determine which customers are...."Nate Annen () - We might not need this slide (unless we change narrative to accommodate the loyalty rewards)Nate Annen () - Is this supposed to be on the previous slide?Nate Annen () - Nick mentioned in his email combining this slide with the following two (which theoretically could work) but this looks great tooNate Annen () - ask "so what" for every slide - professional skepticismDon Gates () - Can someone understand this slide in 15 seconds?Don Gates () - Restructure the graph and put labels on it to make fast growing regions more noticeable.Skyler Aspegren () - Add numbers to make it more concreteWHY TEXAS? - LAND

268,820 square miles

WHY TEXAS? - POPULATION GROWTH

WHY TEXAS? - HOUSE DEVELOPMENT

INCREASE MARKET SHARE

WHERE WE ARE TOTAL IIF

THE FOCUS - SOURCE OF GROWTH

Increased Homeowners IIF

Renewal IIF

New IIF

New IIF

WHERE WE ARE NEW IIF

Skyler Aspegren () - What does this Slide Mean?WHERE WE WILL BE - 2.1% GROWTH

Skyler Aspegren () - Use Model to explain how we got projected growthDon Gates () - Go more in depth and explain our 2.1%Skyler Aspegren () - Show what the graphs meanWHERE WE HOPE TO BE

Current IIF: 1,711,279

Projected 2016: 1,748,597

Goal: 1,796,843

Difference: 48,246

THE OBJECTIVE

We are going to aggressively expand Allstates Texas market through a fast paced customer acquisition strategy, focusing our efforts in areas with low Loss Ratios, high Retention Rates, and low Applications per Agent.

Don Gates () - Come up with a baseline that takes into account fluctuations and multiple years for each region (don't just use the last year)REGIONAL RANKINGS

Loss RatioRetentionApps Per Agent5yr avg.Rank5yr avg.Rank5yr avg.RankAustin30.6187.4629.97Fort Worth39.1389.2429.66Dallas36.8288.5527.95San Antonio40.3490.6324.24Amarillo51.1693.3119.43El Paso45.4591.8219.02Houston75.9782.1718.71Texas43.589.225.1

SCORING ALGORITHM - EXPLANATIONA region earns points proportionate to its score on ranking metrics

Region is assigned goals based on percentage of total score in Texas.5 (100 LOSS RATIO) .4 (RETENTION RATE 80) .1 (30 APA)

REGIONAL SCORESLoss RatioRetentionAPAScorePercentageAustin30.0287.5229.3338.06517.49%Dallas36.788.2927.8635.1816.17%San Antonio41.2890.924.3334.28715.76%Fort Worth39.9789.4430.2733.76415.52%El Paso46.3591.9118.9832.69115.02%Amarillo52.1293.3719.7930.30913.93%Houston77.482.0818.3213.36.11%.5.4.1217.596100.00%

TARGET GOALS

REGIONGROWTH GOAL2015 YE IIF2016 GOALGROWTH %Austin14968242,1682571366.18%Dallas13833231,8582456915.97%San Antonio13482291,3893048714.63%Fort Worth13276310,2543235304.28%El Paso12854214,8202276745.98%Amarillo11918280,0192919374.26%Houston5229140,7701459993.72%

5% Goal = 85,564 new IIF

Regions Growth Goal = 85,564 x Scoring%

Skyler Aspegren () - Go in depth explaining how we want to assign weights, how our formula explains different weightsCUSTOMER SENTIMENT

REFERRAL BONUS

EFFICIENCY OF ONLINE PURCHASE

Three Tabs + Popup windowsA total of 23 questions

Two TabsA total of 19 questions

ESTIMATED IMPACT

ESTIMATED COST - EX. AUSTIN

Nate Annen () - We could make this aesthetically better, I think if we stacked all the values on their own lines and had the multiplication symbols on the leftCATEGORY 1:AUSTIN, DALLAS, FT WORTHRegions with VERY LOW loss ratio, but high APA and average retention

Growth will be harder to achieve, but will be more profitable

CATEGORY 2:SAN ANTONIO, AMARILLO, EL PASO, Average Loss Ratio, Higher than normal Retention and Low APA make these regions easy targets for growth.

While they will not be quite as profitable as other regions, acquiring new business and keeping it will be easier than Category 1 regions

CATEGORY 3:HOUSTONGrowth in Houston is high risk for multiple reasons!

High Loss Ratio and Low Retention

The only reason we suggest growth in this region is to maintain a presence, especially against other competitors.

CONCLUSION - GOALS

RegionGrowth GoalsAustin6.22%Dallas5.99%San Antonio4.62%Fort Worth4.28%El Paso5.95%Amarillo4.21%Houston3.75%

We will reach our overall goal of 5% homeowner growth focusing on aggressive expansion of areas with low Loss Ratios, high Retention Rates, and low Applications per Agent.

ReferenceHow do people choose their insurance plan? http://www.finweb.com/insurance/how-do-people-choose-their-home-insurance-company.html#axzz40LaxpSEJQuick Facts: Resident Demorgraphic https://nmhc.org/Content.aspx?id=4708 How does Web page affect conversions: http://www.webperformancetoday.com/2014/04/09/web-page-speed-affect-conversions-infographic/House Developement and Population Data https://www.google.com/publicdata/directory Houston Area Developmenthttps://blog.allstate.com/buying-a-new-home/