MyConcierge

1
MyConcierge

• National Brokerage Webcast
• Presenters Todd Ruplinger
• Brad Renzelman and Paul Miller

• Please Note
• Please be patient while we wait for the
  presentation to begin
• Listen by turning on your computer speakers -OR-
  call in to the conference number provided
• All phone participants will be muted during the
  webcast
• We will open for questions at the end of the
  presentation

2
Life Insurance Agent Challenges

• Are you passing by life insurance cases because
  you dont have the time?
• Tired of all the paperwork hassles?
• Focused on other areas?
• Enjoy the sale, but hate the process?
• Would you like to cut the underwriting process in
  half and increase your income?
• We have the solution

3
MyConceirge

• Joining us on this call is
• Brad Renzelman- Executive VP
• Paul Miller- VP of Concierge

4
The MyConcierge Team

• Licensed professionals assisting the agent in the
  following areas
• Pre-qualification Interview
• Determine health rating of client
• Process the application and medical exam
• Handle all underwriting needs with the carrier
• Deal directly with the client throughout the
  process
• Handle the approval, deliver the policy, put it
  in force.
• Get the agent PAID!

5
What Type of Cases are submitted through
MyConcierge?

• Term Applications 60
• Permanent Life Applications 25
• Premium Finance Cases -15

6
Show Me The MONEY!

• Let us show you how the money works and why
  MyConcierge is the Answer!
• Agent Production
• Average Premium Per App 2,000
• Number of Apps per Month 3
• Yearly Submitted Applications 36

7
THE FACTS
DO-IT-YOURSELF MYCONCIERGE
57 Days 22 Days
64 87
23 31
46,000 62,000
80 80
100 75
36,800 37,200

• Avg. Processing Time
• Avg. Placement Ratio
• Placed Cases Per Year
• Total Placed Premium
• Average Compensation
• Agent Split
• Commission

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WINNER -- MYCONCIERGE

• MyConcierge will truly put the same money, and in
  most cases more income, in your pocket without
  all the headache.
• We could argue that we actually create more
  revenue if you consider that we will get you
  paid faster.
• We will create more time for you to do exactly
  what you do best Sell More Life Insurance!

9
What are some other Advantages

• Dedicated back office that is 100 committed to
  placing your business.
• We have every motivation to place this case, if
  you dont get paid, we dont we dont get paid.
  No one wants to work for free!
• We can help your business grow without you having
  to train additional staff or invest capital to
  grow your business. We are truly the best
  partner you can have!

10
How Do You Get Started?

• Talk with your Marketing Representative
• Schedule an Initial Interview?
• We want to understand your business
• Its not a one size fits all approach
• Customizable to your business
• Give us a case to start working on!

11
Agent Testimonials

• I submitted a case with an annual premium of
  7,000. The client didnt disclose all of us
  medical history accurately, and the case ended up
  getting rated. MyConcierge worked with my client
  and placed the case with a premium of 14,550. I
  normally would have lost this case, but with
  MyConcierge assistance they doubled my
  commission!
• I used to work with another general agency and
  thought I would give the MyConcierge a try.
  After the first few cases I submitted, I was
  sold. The underwriting time to obtain an approval
  was almost 2x as fast as it was previously with
  the same carriers. Now, all of my business is
  submitted through MyConcierge I wont do it any
  other way.
• I started using the MyConcierge service a few
  months ago. I ended up dealing with a personal
  situation that took me out of my daily business
  for about a month. It was such a relief to know
  that during my time away, that the MyConcierge
  handled all of my clients. During that same
  time, 1,500 was placed in force and I have
  5,000 more of pending premium. This service was
  a life saver!

12
Questions Answers

• To ask a question
• In the Live Meeting console, open the QA section
  and type in a question
• - - OR - -
• If you are dialed in to the conference call, dial
  6 to un-mute your line and speak up (dial 6 to
  mute your line when done!)
• Nationals TOP Principles
• Transparent Earning your trust through
  integrity, communication and full disclosure
• Objective Searching for the best possible
  solution under your direction
• Professional Working at the highest level of
  professionalism to facilitate every case

13
Conclusion

• That concludes our webcast. A full recording of
  this session should be available on our website
  within 24-48 hours
• http//www.NatBrokers.com
• Contact Us [phone]