introducing pinney platform solutions

of 16 /16
Enhancing Relationships Retaining Clients Driving Revenue www.pinneyplatforms.com

Author: pinneyplatforms

Post on 20-Aug-2015

122 views

Category:

Documents


5 download

Embed Size (px)

TRANSCRIPT

  1. 1. www.pinneyplatforms.com Enhancing Relationships Retaining Clients Driving Revenue
  2. 2. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Pinney Insurance Center, Inc. Founded in 1972 as a Transamerica branch office and later incorporated as Pinney Insurance Center, Inc. Headquartered in our own building in Roseville, California, we provide a small local agency feel with the power of a major national firm. Has expanded into a national distributor with thousands of contracted agents and offices in California, Illinois, Maryland, North Carolina, Oklahoma, Pennsylvania, Texas, Washington, and Mississippi . Pinney represent over 100 life, annuity, disability, and long-term care companies with the intent of providing our Clients & Partners with the best possible product solutions at the lowest possible costs.
  3. 3. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Pinney Affiliations LifeMark Partners - one of the nations largest marketing organizations for insurance and financial services products and comprised nationally of 48 of the largest independent life brokerage agencies. Professional Life Advisors Network (PLAN) a group of insurance brokerage agencies that specialize in non-traditional distribution channels such as banks, broker-dealers, and professional services. Member agencies focus on methods, strategies, and concepts that help grow revenue for these non-traditional markets.
  4. 4. Strengthening the Bridge between you and your customerswww.pinneyplatforms.com Products and Carriers We maintain the highest Due Diligence Standards when recommending products and insurance carriers. We look objectively at products, service, marketing support, advanced planning support, underwriting, and customer service. Ratings are very important in our determination of preferred providers. We look for excellent to superior ratings from the various ratings services and a Comdex rating in at least the top 25%.
  5. 5. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Partner Service Levels
  6. 6. Strengthening the Bridge between you and your customerswww.pinneyplatforms.com Proprietary Tools & Services EZLifeSales.com Policy Assessment Accumulation ProtectorSM Asset AmplifierSM Infinite Income Life StrategySM OPM Finance SM Tools of the Trade Customized Marketing Programs White Papers
  7. 7. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com EZLifeSales.com Client can complete themselves Can be completed in 5 minutes +/- Accurate Quote based on each carriers underwriting criteria Common App for All Companies Perfectly completed App every time In Good Order (IGO) E-Signature No missed Signatures E-Policy Issue & E-Delivery
  8. 8. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Integrated Marketing Tools Customizable personal or agency branded marketing pieces Website quoting tools Email templates E-Marketing links Integrated with Social Media sites
  9. 9. Strengthening the Bridge between you and your customerswww.pinneyplatforms.com EZLife Sales Services Guarantee We will do everything else We handle the details. Your cases get processed quickly We assist any way you desire Real time case status updates day or night We will deliver We will be your advocate and your clients advocate And we will help you succeed any way we can
  10. 10. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Policy Assessment Process A qualified, third-party opinion on you clients life insurance portfolio Review policy design and function Funding of the policy Financial health of life insurance carrier Health status of insured New underwriting and medical exam New contestability and suicide clause periods
  11. 11. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Policy Assessment Report Purpose of Assessment Who Conducted the Assessment Executive Summary Special Considerations Client Objective Review In-force Policy Review Summary of Alternatives Financial Stability Review Conclusion & Recommendations
  12. 12. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Unique Sales Tools and Concepts Unique Concepts that sell the benefits, not a specific product or carrier Provide you with new concepts and strategies to discuss Easy-to-use tools to create client specific presentations
  13. 13. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Tools of the Trade, Agent Marketing, & White Papers Monthly Newsletter program with specific Planning focus. Concepts Made Simple Agent Sales Kits Sales, product, and best practices webinars Internet Marketing & Social Media White Papers
  14. 14. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Tools of the Trade, Agent Marketing, & White Papers Build your team without adding expense Partner when appropriate Continually innovate Work on your business not just in it
  15. 15. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.comPaul SanfilippoBrokerage DirectorContact Paul: Phone: (800) 823-4852 x8760 E-mail:[email protected] Web: www.PinneyInsurance.com
  16. 16. Strengthening the Bridgebetween you and your customerswww.pinneyplatforms.com Thank you!