Benefits of the New Transmittal System

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Benefits of the New Transmittal System

• Let KIT Marketing send your ERS letters for
  you!
• LIMITED TIME OFFER -
• FREE to NAA Presidents Club members (3 per
  app)
• FREE to new agents less than 90 days old (3 per
  app)
• Submit applications from ERS, and well continue
  the offer! (and maybe even UP it!)
• Give NAA new metrics to measure by!
• Its a WIN-WIN for YOU and NAA!

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Old Way (Wrong)
New Way (Right!)
Premium Check(s)
Client Accounting Form (required)
Premium Check
New!
ERS Form (optional)
New!
Premium Check
By Application
By Household
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A Closer Look at the New Forms1 Client
Accounting Form

• Starting today, a personalized bar-coded version
  will come attached to every lead you download for
  your convenience
• A CAF form (either lead or non-lead version) is
  required for every household you write in.
  (Multiple apps in the same household only need
  one CAF form)
• The form with the bar-code at the top is for
  sales that directly resulted from the lead it is
  attached to.
• The non-lead form without the barcode at the top
  can be used for all other non-lead sales. (more
  on that later)

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A Closer Look at the New Forms1 Client
Accounting Form

• Each form is personalized with your NAA
• The bar-code at the top matches the customer
  number of the lead. (Thats how we track the
  sale back to the lead.)

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A Closer Look at the New Forms1 Client
Accounting Form
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A Closer Look at the New Forms2 Emergency
Response System Form

• Starting today, a personalized bar-coded version
  will come attached to every lead you download for
  your convenience
• KIT Marketing will send the ERS letters out to
  your clients network for you.
• 3 letters per household sent for FREE to NAA
  Presidents Club members and new agents
• If you collect more than 3 ERS contacts in a
  household, KIT Marketing will bill you for just
  a few cents each
• Participation in ERS is not required, and
  therefore this form is not required.

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A Closer Look at the New Forms2 Emergency
Response System Form

• Sean Loomis recommends in the ERS system that
  you take a blank ERS letter in the home, and have
  the client complete it.
• We will have a personalized, blank ERS letter
  available for download on the MyLeads page
• Before you submit the app, transcribe the
  information from the blank letter to this form,
  and KIT Marketing will mail out the letter on
  your behalf!
• No licking
• No stamping
• No trips to the post office

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A Closer Look at the New Forms2 Emergency
Response System Form
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So far, so good? Pretty simple, right?

• But wait a minute!
• What about sales that dont come from leads?
• What if I need to send more than 3 ERS letters?
• Load up your briefcase withpersonalized Non-Lead
  forms!!

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A Closer Look at the New Forms1 Client
Accounting Form (Non-Lead)

• Each form is personalized with your NAA
• The information is basically the same. You
  simply tell us where the sale came from.
• If the sale is from the result of an ERS letter,
  or an existing client, enter a phone number in
  the field provided and you will get credit for
  making a sale through ERS.
• Note We cant give you recognition for ERS
  sales if you mail your own ERS letters.
• Keep a stack of these in your briefcase.

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A Closer Look at the New Forms2 Emergency
Response System Form (Non-Lead)

• Exactly the same as the bar-coded version, except
  for the lead bar-code at the top.
• Feel free to use as many of these as needed for
  your ERS letters. As long as the forms are all
  included in the same stack for the same
  household, well know how to handle the extra
  sheets.
• Keep a stack of these in your briefcase

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How to download the Non-Lead forms

• Login to MyLeads, and download your personalized
  non-lead forms.
• One-size-DOESNT-fit-all! All the forms weve
  mentioned so far have YOUR NAA attached.
• Be sure to have plenty of non-lead ERS and
  Client Accounting Forms on-hand!

Click here for your personalized forms!
Download Transmittal Forms
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When to use the Bar-coded Lead Client
Accounting Form

• When person listed on lead purchases a policy
• When person living at the address listed on lead
  purchases a policy
• Only one form required per household

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When to use the Bar-coded Lead ERS Form

• When person listed on lead provides an ERS
  referral
• When person living at the address listed on lead
  provides an ERS referral

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When to use the Non-Lead Client Accounting Form

• When sale did not directly result from a lead,
  ie
• KIT Marketing Letter
• ERS Sale
• Repeat Sales
• Referrals
• Etc.
• Only one form required per household

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When to use the Non-Lead ERS Form

• When you are given ERS referrals from a non-lead
  sale
• When you are submitting more than 3 ERS
  referrals and need another form

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Client Accounting Form Examples

• When you write a policy on John, the mortgage
  holder listed on the lead,
• Use one bar-coded Lead form
• When you write a policy on Jane, the spouse, but
  not John,
• Use one bar-coded Lead form
• When you write a policy on Jamie, the 16-year-old
  daughter only,
• Use one bar-coded Lead form
• When you write a policy on the John, Jane, and
  all 3 kids,
• Use one bar-coded Lead form (only one per HH)
• When you write a policy on John, Jane, and
  visiting Aunt Polly,
• Use one bar-coded Lead form for John Jane,
  AND
• Use one non-lead form for Aunt Polly (Why?)

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Client Accounting Form Examples

• When you write a policy on your cousin Susan, who
  received your May KIT Marketing letter,
• Use one non-lead form (not tied to a lead you
  purchased)
• When you write a policy on Johns mother Sarah,
  who is in Johns Emergency Response network, and
  who received an ERS letter from you,
• Use one non-lead form, and enter a phone number
  for Sarah. We will match the numbers and track
  who is getting the most applications from the
  ERS system!

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Old Way (Wrong)
New Way (Right!)
Premium Check(s)
Client Accounting Form (required)
Premium Check
New!
ERS Form (optional)
New!
Premium Check
By Application
By Household