New Business Installation Marisa Lopez

1
New Business Installation Marisa Lopez
The Four Seasons Hotel, Las Vegas,
Nevada February 5-7, 2003
2
Agenda

• NBI 2002 Results
• NBI Installation Tracker
• NBI 2002 Survey
• Customized Installation Support
• Keeping You In The Loop
• SponsorConnect

3
NBI 2002 Results

• 88 cases completed within Installation Cycle
  Time
• Reduced number of cases handled by 37
• NBI organized into specialized teams

4
Transamerica Retirement Services
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Producer Login
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Producer Home Page
Joe Silver
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NBI Installation Tracker
Joe Silver
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NBI Case Snapshot
Joe Silver
123456-000 ABC Company Cindy
Chau FS TA EAST Complete

Takeover
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NBI Case Snapshot (cont.)
Contract 123456-000 ABC Company
NBI Project Manager
Cindy Chau at Cindy.Chau_at_transamerica.com.
Phone [phone] Ext - 2301
05/25/2002
06/04/2002 06/05/2002
06/18/2002 06/18/2002
06/13/2002 07/24/2002
06/21/2002 06/20/2002
07/05/2002 07/17/2002
07/09/2002 08/17/2002
07/18/2002 09/13/2002
07/25/2002 07/24/2002
08/21/2002 07/25/2002
08/01/2002 08/21/2002
09/04/2002 09/02/2002
09/06/2002 09/02/2002
09/17/2002 09/13/2002
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NBI Tracker Timeline
Contract 123456-000 ABC
Takeover Plan? Contact your NBI Project Manager
Cindy Chau at Cindy.Chau_at_transamerica.com.
Phone [phone] Ext - 2301
05/25/2002
06/04/2002 06/05/2002
06/18/2002 06/18/2002
06/13/2002 07/24/2002
06/21/2002 06/20/2002
07/05/2002 07/17/2002
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NBI Tracker Timeline (cont.)
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NBI Client Producer Surveys

• Commitment to efficiently completing the plans
  installation
• Keeping you informed during the process
• Responsiveness of the Project Manager
• Quality of support during the installation
• Timeliness of the installation

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Installation Surveys Commentary
Client Comments
Producer Comments
"Very well presented. Excellent customer
service."
"(my Project Manager) was wonderful, very
knowledgeable and a pleasure to work with."
Very pleased with all aspects, especially the
professionalism of (Project Manager)...."
"(my Project Manager) kept me up to date and
well informed during the transitional period...
She did a great job and kept me well informed."
"(Project Manager)...performed extremely well.
Kept me informed and directed me through the
process. She is a great employee for
Transamerica."
"Overall we are very pleased."
"(my Project Manager) has been excellent."
"Very happy with installation and support. My
compliments to(my Project Manager)."
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Customized Installation Support

• Termination/Liquidation Letters for Takeover
  Plans
• Employee Announcement/ Transition Memo for New
  Takeover Plans
• Fund Mapping Memo for Takeover Plans

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Keeping You in the Loop

• Producer Welcome Letter
• Producer Update Letter
• Great News Letter
• NBI Team Support

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SponsorConnect [phone]

• What is SponsorConnect?
• - Client Producer Resource Center
• Client Producer Satisfaction
• Asset Retention Growth
• - Staff of experienced Plan Specialists with
  strong ERISA knowledge Series 6, 7, 24 and 63
  licensing
• - Hours of operation 6am to 5pm PST

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SponsorConnect (cont.)

• Responsibilities
• - Responsible for all client issues to resolution
  
• Conduct proactive outbound calls
• Coordinate enrollments
• Provide Investment Contract support
• TA-Retirement website support

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SponsorConnect (cont.)

• Responsibilities (cont.)
• - Manage all incoming sponsor and producer calls
• Day to day contact for all clients
• Resolve 70 of calls with first contact
• - Point of escalation for client or producer
• - Maintain ongoing client relationship
• Clients with over 1 million in plan assets also
  receive an Account Executive for ongoing service