Home & Auto Benefits Group

A Group Auto & Home

Program for Leading Associations

Agenda

• Why Roeding Insurance Home & Auto Benefits Group

• Advantages of Benefits Plus

• Defining Roles

• Keys to Success

• Summary

Why Roeding: Dependable Coverage

•Auto•Homeowners•Condominiums•Renters•Dwelling Fire•Flood•Recreational Vehicle•Boat & Yacht•Valuable Items•Umbrella•Identity Theft•Wedding

Why Roeding: Reliable Claims Service

•24/7 toll-free claim reporting

•Highly-trained property adjusters across the country who use wireless technology to help ensure immediate response, inspection and accurate resolution.

•After-hours emergency response teams that can be on site within hours after the report of a serious loss.

•Access to more than 7,000 approved auto repair and glass network shops that performed guaranteed repairs.

•Hassle-free ConciergeCLAIM service in many metropolitan areas

•Online claim service that provides the status of their claim, a repair shop locator, answers to frequently asked questions and more.

Advantages of Home & Auto Benefits Group: For Group

•Enhance your benefit package at no cost.

•Auto and home insurance is a required expense for most members, and therefore a well suited addition to your member benefits.

•Offering an auto and home insurance benefit allows you to design a “best-in-class” package that sets your association apart.

•You can attract and retain members by offering a benefit that helps them save money on their auto and home insurance with special program rates

•Members can enroll at any time and no minimum participation is required.

•Policies are portable.

Advantages of Home & Auto Benefits Group: For Members

•Free insurance checkup by trusted agent•Special rates on products they MUST buy•Agent represents many top insurance companies •Several convenient payment options – including EFT•Voluntary participation – Open Enrollment•Quotes by phone, fax or email to local agent•24/ 7/ 365 claims service•Completely portable policies with Travelers, MetLife and Auto-Owners Program

Advantages of Home & Auto Benefits Group: Program Managed by a Local Agent

•Develop awareness campaign customized for your association

•Report progress to you on a ongoing basis

•Make it easy to implement and manage the program

•Act as a liaison between you and the insurance company

•Understands the local market and the insurance needs of your members

Defining Key Players Roles: Group

Association’s Role

•Support of the communications efforts.

•Provide feedback to enhance the program.

Defining Key Players Roles: Agent

Agent’s Role

•Professional quoting, counseling and enrollment services.

•Providing oversight of the program.

•Acting as the liaison between association and the insurance company.

Defining Key Players Roles: Travelers, MetLife, Auto-Owners

Insurance Company Role

•Coordinating overall program.

•Developing member communication pieces.

•Providing competitive products.

•Providing feedback about member participation.

Keys to Success: Develop a Comprehensive Marketing Plan

Launch Date:

Date 1st Month: Date 2nd Month: Date 3rd Month: Date 4th Month: Date 5th Month: Date 6th Month:

                       

                       

                       

Y/N Frequency Communication Method Y/N Frequency Communication Method

    Announcement letter     Posters or Bulletin Boards

    Meetings     Testimonials

    Onsite     Benefit/Vendor Fairs

    Newsletters     Website Link

    Internet     Access to List of Members

    New Member Orientation     Brochures

    New Member Packets     Raffles

    Dues Stuffers     Other

Keys to Success: Proven Communications

PostersInserts

Brochures

Summary

•Full portfolio of competitive products!

•No cost to implement and maintain the program.

•Professionally designed communication pieces – FREE!

•Many billing options for members.

•Superior claims service – 24/7/365!

•Local agent who understands the needs of your members

Next Steps

•Complete the questionnaire and marketing agreement.

• Paperwork will be submitted to insurance company and a code will be set up (usually about 2-3 weeks).

• Work with agent to develop marketing plan and program launch.

Home & Auto Benefit Group

It can Help You

Thank You!

Office Employees: Sample Marketing Plan

Communication Opportunities:

•E-Mail

•Newsletter

•Intranet

•Benefit Book

New Hire Packets

•Onsite

•Break Room

•Payroll Stuffers

Date Month 1 Date Month 2 Date Month 3 Date Month 4 Date Month 5 Date Month 6

1st Onsite 1st Payroll Stuffer

1st Onsite 1st Payroll Stuffer

1st Onsite 1st Payroll Stuffer

2nd E-mail 2nd E-mail 2nd E-mail

15th NewsletterArticle

15th Newsletter Article

15th Newsletter

Article

15th Newsletter Article

15th Newsletter

Article

15th Newsletter Article

Office Employees: Sample Pre-Launch Plan

Strategic Steps Person (s) Responsible

Target Date

Date Completed

Code Set up (Mktg agreement & questionnaire to SE) 4-5 weeks prior to launch

Order brochures, payroll stuffers and posters 5 Weeks prior

to launchPre-launch marketing kit to business contact-Brochures for new hire packets-Posters for break room-Content for intranet and benefits book-Content for newsletter article-E-mail announcement

2 weeks prior to launch

Onsite visit announcement 2 weeks prior to meeting

Educate staff on program and marketing efforts 1 week prior

Reminder e-mail about onsite sent 2 days prior

Organize onsite-Raffle prizes/gift cards for onsite-Brochures and quote forms

2 days prior

Communication Opportunities:

•E-Mail

•Newsletter

•Intranet

•Benefit Book

New Hire Packets

•Onsite

•Break Room

•Payroll Stuffers