A Closer Look at Jim, the Insurance Agent
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Transcript of A Closer Look at Jim, the Insurance Agent
![Page 1: A Closer Look at Jim, the Insurance Agent](https://reader037.fdocuments.in/reader037/viewer/2022103110/54b310b34a795932488b4654/html5/thumbnails/1.jpg)
A Closer Look at Jim,The Insurance Agent
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Jim’s Typical
DaySales
Claims & Carrier
Questions
Quoting
Paperwork
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He makes about
$250,000 a year in
commissions
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That’s about $20,000 each
month or $143 an hour.
$143
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The $143 an hour includes non-sales
activities $$X
Claims questionsProposal creation
PaperworkHealth plan questions
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Then, Jim discovered GRA’s Agency Concierge
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Agency Concierge took care of:
Quoting
Claims Issues
Client Calls
Eligibility
Form Processing
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Jim’s Day with
Agency Concierge
Sales
ClientCalls
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35% increase in sales time
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Jim now devotes 51 more hours each
month to the sales process
That adds another week!
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Now Jim makes $337,500 in
commissions each year!
!
A 35% increase in commissions!
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His hourly rate is now
$193
$193
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And his $50 more an hour
doesn’t include non-sales activities
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The Stories of Other Agents
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“Agency Concierge saves so much time. They handle all of my claim issues, then just send me a weekly report. It’s great! This way I focus on sales.”– Courtney Box, Employee Benefit Solutions
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"Before I had one staff member concentrating on client service. With GRA's Agency Concierge, she now focuses on marketing and I gained a team of 7 support staff to service my clients." - Dave Drayton, Lyman &
Sheets
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