Transcript leads - Agents Advantage Plus

One Life is established on Christian values that manifest themselves in the way we
conduct business. This unwavering set of core values supports the organization and
ultimately propels us to professional success. The following characteristics are the heart
of our company:
INTEGRITY. One Life is devoted to the utmost standard of integrity. We believe this
commitment is fundamental to the success of our business, as it furnishes our clients
value and financial security.
SERVICE. One Life seeks to be known for extraordinary customer service. Through our
dedicated service, we desire to formulate lasting relationships with our clients that are
built on trust, loyalty and eminent support.
EXCELLENCE. One Life is dedicated to excellence in every area of its corporate
existence. We are committed to providing the very best products and services the
industry has to offer.
TEAMWORK. One Life recognizes the importance of working as a team. In order to
succeed in a brokerage capacity, it is imperative that we operate in an unselfish and
cooperative fashion.
Who Is One Life?
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We are an insurance agency founded by Ken
Parker in 1984
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We are the largest final expense agency in the
country. We have two avenues of conducting
business, our field agents and our call center
operations.
What Do We Do And Why Do
We Do It?
•We focus on life insurance sales, not multiple insurance products
•Our products are designed to financially take care of funeral and burial
expenses eliminating the burden associated with death
•Our clients are low to middle income, primarily blue collar workers and
retirees who fall between the ages of 45-80
•Average funeral cost between $8,000 to $12,000
•Other expenses associated with death add up to thousands of dollars
•IT IS OUR GOAL TO ALLOW EVERYONE THE OPPORTUNITY TO
LEAVE THIS WORLD WITH DIGNITY
One Life Agent Incentive Program
• Rookie Fast Start Cash Bonus Program
• Push Week Cash Contests
• Christmas Cash Bonus Program
• Sales Blazer Program
• One Life Incentive Trip
• Leaders Club
• Presidents Club
• Founders Club
One Life Rookie Fast Track Program
New Agents First 12 Weeks Program
•$24,000 = Plaque and $150 Bonus
•$30,000= Plaque and $250 Bonus
•$36,000= Plaque and $350 Bonus
•$42,000= Plaque and $500 Bonus
•$48,000+ = Plaque and $650 Bonus
*Agent must Active and Producing At
The End Of His or Her First 12 Weeks
New Agents who have a contract date of 7/1/2010 or later are included in the
program and a report will be available weekly for posting
One Life Rookie Fast Track Program
ROOKIE FAST START AWARD
WINNERS
•$34,886.28 JUSTIN MUCKLE - $250 BONUS
•$56,047.77 JONATHAN SMITH - $650 BONUS
•$61,710.24 JOE FOX - $650 BONUS
•$66,118.44 GEM GOKTEPE - $650 BONUS
•$45,914.40 BRETT STEPHENS - $500 BONUS
•$29,175.24 KEVIN SCRIBNER - $150 BONUS
•$25,140.48 AJ SINHA - $150 BONUS
•$24,334.44 MAC QUIG - $150 BONUS
•$34,155.72 WILLIAM VEASEY - $250 BONUS
•$67,421.08 ROBIN CANO - $650 BONUS
ROOKIE FAST
START AWARD
WINNERS
PUSH WEEK CONTEST
PUSH WEEK CONTEST
NEW YEAR’S CASH CONTEST
SALES BLAZER PROGRAM
ONE LIFE INCENTIVE TRIP
COEUR D’ALENE RESORT
2014 HARD ROCK CAFÉ –
PUNTA CANTA
2015 ONE LIFE NATIONAL SALES CONVENTION – LAKE TAHOE NEVADA
MAY 10-14 2015
 Five Days/Four Nights in Lake Tahoe,
Nevada
 Round-trip airfare for 2 people
 Transportation to Resort
 Breakfast Daily for 2
 Welcome Reception
 Gala Awards Dinner
 Choice of One Hosted Activity
PRODUCTION UPDATE
Week ending February 7, 2014
PRODUCTION UPDATE
Week ending February 7, 2014
PRODUCTION UPDATE
Year – to – Date
PRODUCTION UPDATE
Year – to – Date
PRODUCTION UPDATE
Year – to – Date
PRODUCTION UPDATE
Year – to – Date
PRODUCTION UPDATE
Year – to – Date
How to register for agenttrax.net
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ONELIFE AGENTTRAX SALES MANAGEMENT INSTRUCTIONS
CLICK ON agenttrax.net (enter site)
CLICK ON SALES MANAGEMENT TAB
IF THIS IS YOUR FIRST TIME IN AGENTTRAX SALES MANAGEMENT YOU WILL
NEED TO CLICK ON THE TAB LABELED CLICK HERE TO REGISTER.
YOU MUST HAVE YOUR AGENT KEY (AKA – ONELIFE #) TO REGISTER
COMPLETE EACH BOX AND THEN CLICK SUBMIT
ONCE YOU CLICK SUBMIT YOU WILL BE EMAILED A LINK TO CREATE A
PASSWORD. (CHECK YOUR JUNK BOX IT WILL COME FROM ACOLE) CREATE
THE PASSWORD AND CONFIRM IT.
ONCE YOU CONFIRM YOUR PASSWORD IT WILL SEND YOU TO AGENTTRAX
TO LOG IN.
CLICK ON SALES MANAGEMENT AGAIN AND ENTER YOUR EMAIL ADDRESS
AND PASSWORD.
NEXT YOU WILL SEE A SCREEN WITH SEVERAL TABS ON THE LEFT HAND
SIDE
AT THIS POINT YOU CAN CHECK YOUR AGENT DETAILS, LICENSE STATUS,
SEE YOUR APPOINTMENTS, OR ENTER YOUR PRODUCTION.
ONE LIFE UNIVERSITY
ONE LIFE UNIVERSITY
Lead System Agent Hub
Agent Hub Registration Instructions
The steps below need to be used once you have completed the
One Life University Instructions. You will need your Referral Code
and One Life Agent ID number to complete the registration
process.
Go to http://agents.onelifeamerica.com/
Select New Agents on the left side of the screen
Enter your Referral Code supplied by your manager
(MANAGER: MANAGERS REFERRAL CODE)
Select continue if the Referring Agent is listed correctly
Complete the personal information page and select continue
Follow prompts to complete the registrations process
Note: Will need to download Silverlight to access this website. If
you need assistance please call IT at 800-748-0026 EXT 3344.
Introducing Agent Hub
Introducing Agent Hub
Introducing Agent Hub
Introducing Agent Hub
Sample Lead
Sample Lead
Sample Lead
Sample Lead
Lead Definitions
• “A” Lead – New lead that has not been issued to an agent
or worked
• “B” Lead – Leads distributed 31- 365 days from the time
issued to an agent, as an A lead, and was not sold
• “C” Lead – Responders outside 365 days from the time
issued to an agent, as an A lead, and was not sold
What qualifies for a credit
PPL Examples
30A leads X $100 PPL = $3000 Annualized Premium
Example 1:
1 policy @ $250 monthly x 12 months = $3000 annualized premium
= $100 PPL
Example 2:
10 policies @ $25 monthly X 12 months = $3000 annualized
premium = $100 PPL
40A LEADS x $100 PPL = $4,000 AP
50A LEADS x $100 PPL = $5000 AP
“B” and “C” leads supplement the “A” leads
PPL Scale For
Receiving
Leads
On The New
Free
Lead System
How PPL is calculated
WEEK
1
2
3
4
5
6
7
8
9
10
11
12
TOTAL
WEEK 13
NEW PPL
LEADS
CREDITS
PRODUCTION
PPL
40
40
0
10
54
38
48
40
40
38
40
37
425
35
460
0
1
0
0
2
0
2
0
3
0
1
0
9
0
9
$3,359.64
$2,691.36
$2,775.00
$1,118.64
$3,846.72
$2,727.92
$5,152.32
$4,924.56
$7,362.13
$2,116.19
$3,912.16
$3,131.15
$43,117.79
$2,193.12
$45,770.91
83.99
69.01
No
111.86
73.98
71.79
112.01
123.11
198.98
58.32
100.31
84.63
103.65
62.66
101.49
NEW AGENTS
• New Agents must submit $2000 Annual Premium off of
“B” and “C” Leads before getting any “A” Leads
• Note – If there are “B” and “C” leads available in the
areas they work
How to turn in business
• FAX in business daily when possible
• FAX business to 866-357-9442
• You can email to
[email protected] ( you must
have a One Life Email Address to email
applications to agent services)
• Agent Services Hours are 8:00 AM to 5:00
PM CST Monday - Friday
Commissions
• Each company pays agent directly through a
direct deposit
• Agent must go and set up access on each site to
check all business and commissions with each
company they write business
• Can check everything about every policy
• Foresters now paying daily
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http://www.foresters.biz/
http://libertybankerslife.com/
http://www.agentcafe.com (Americo)
http://americanamicable.com
http://www.reservenational.com (Kemper)
ONE LIFE MARKETING
MATERIALS
One Life,
As our company grows, so does the extensive costs of providing Marketing Materials to our sales
force. With anticipation of continued growth, we have decided to scale back on some of the
Marketing Materials and allow you to purchase others. Below is a breakdown of each product
that we have offered and our decision for making them available to all agents.
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Digital copy of the presentation pages of the pitch – We will email out a link to download after an
agent contracts and completes the eLearning site. Soon it will live on Agent Hub.
Leather Folder Presentation Book with rates – Can be purchased for $50.00 (this is a discounted
costs)
Tri-close Premium Quoting Tablets – One Life will provide at no cost
Delivery Notice Pads – One Life will provide at no cost
For Tri-close tablets and delivery notice pads contact your local office Administrator, they will have an order
form for you to fill out and submit. To order a pitch book please fill out the attached order form and fax to
the number on the form with credit card information included. We will soon have another solution for
payment as we are working on establishing a Paypal account for pitch book orders. That information will be
broadcast when setup is complete.
Supply Orders
• Marketing Materials email [email protected]
• Americo, American Amicable, Foresters, Kemper, Liberty
Bankers
- Log into company website (listed on important
numbers sheet) and follow step to order supplies
One Life Marketing Material Order Form
Prescription Drug Card
Delivery Notice
One Life Quote Sheets
One Life Quote Sheets
Business Card Order Form
Help Desk
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Onelifeamerica.com
Email [email protected]
Call IT Support at 866-940-7624
Hours 7AM to 5PM CST
Important Phone Numbers
Foresters
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Great rates
Simple Application and Process
Phone interview with immediate decision on issue
Best Agent Services – get immediate email with
certificate number
Get immediate email if there is a problem with an application
(ie. like a draft doesn’t go through)
Foresters Apptical Number 866-844-9276
Must turn in application whether client proceeds or not
Set as favorites on cell and always use speaker phone
Contest for 2013
AMERICAN-AMICABLE
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ROP up to $20,000 and goes to 85 years old
Simple Application and Process/Easy short app for both family plan (Family
Solutions) and Golden Solutions
Phone Interview with immediate decision on issue
Grandchild/ Great Grandchild Rider
ADB Rider up to 80 years. Last until 100 years
Smoker rates cheaper goes up to 85 years
Graded rates cheaper
Draft 1-28th or 2nd,3rd or 4th Wednesday of each month
Family plan ( Family Solutions) goes from 0-49 (no phone interview from 039. Darren says they will issue these age groups with no problems most of
the time?
Working on taking Direct Express. It’s in the test mode right now. Darren
says should be ready to release in a few months
AMERICO
• No Phone Interview
• Tobacco is for cigarette smokers only
– Example – cigar, pipe, smokeless tobacco –
Non tobacco rate
• Ultra Protector III
– No questions
– 50-75 (true guaranteed issue)
LIBERTY BANKERS LIFE
• For Direct Express Payments Only
• Grandchild Rider/Child Rider
KEMPER
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True Guaranteed Issue
No Health Questions
Ages 40 - 80
Coverage: $5,000 to $25,000 in $5,000
increments
KEMPER
KEMPER
Appointment Setting
The System is the Magic
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Prospect ing Progra m
1.
We’ve owne d a mail ho use for 22 years targeting t he Senior Market place for final
expense.
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We mail in large quantities to ensure that our a gents have plenty of fresh leads to work
(avera ge age nt at O ne Life works 30 fresh, exclusive direct mail lea ds a wee k).
3.
Our direct mail leads our completely free to the age nts!
4.
Every a gent has t heir own portal that t hey log – in to we ekly to place orders and receive
their leads.
Training Pro gram
1.
We have one sc hedule d confere nce calls per week t hat will highlight different training
topics.
2.
One Life University - O nline Training a vailable 24/ 7 re plete wit h product information,
sales prese ntations, and various ot her usef ul videos.
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One Life Aca demy – t hree day new a ge nt training and orie ntation held at t he home
office in Meridia n, MS.
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Training Calls wit h our National Sales Trainer - We have them sche duled on t he 2 n d and
4th Monday of eve ry mont h at 2pm. T hese will be 90 minute training se ssions that
everyone can point the ir new agent s or old age nts to every mont h for so me additio nal
training. The format and conte nt will be the same as t he O ne Life Acade my. It w ill just
be a we bina r!! Any age nt can plug in!
Recruiting Progra m
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Opportunity Me etings – to highlight the One Life progra m to ne w recruits.
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We will host O pportunit y confere nce calls as nee ded to assist with recruiting.
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Monste r Res ume Access - E very Lea der should be calling on res umes eve ry day! Any
agent ca n call on res umes in any a rea that the y want!! If there is an Opport unity
Meeting coming up, we want all to be calling to fill the meet ing up!! Example:
Opportunity Me eting sc he duled in Housto n, T X on Wednes day, January 16 th at 11am,
every Mana ger, Leade r, B uilde r should be calling res ume s daily to get age nts the re. I
will do t he meet ing and refer t hem back to t he Mana ger w ho se nt t he m for next st eps
and t he n ha ve the age nt plug into t he “Syste m, whic h is the Ma gic”!
4.
Monste r Ads-We want eac h Ma nage r/Builder/ Leade r to invest in the ir ow n business
and spe nd $100 for a 30 day ad on Monste r. This is o nly $1200 per year. If you hire one
agent in a year and t he a gent writes a few apps, you will make your invest ment back
very easily! You can work wit h David Hosc h on t he langua ge or conte nt , t he area yo u
want to place the a d and t he pho ne number a nd e mail a ddress you wa nt t he prospect
to respo nd. T his is how O ne Life has be en recruiting for the past year wit h muc h
success!! We just need each of you to take c harge of your ow n efforts!!
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Craig’s List Ads-each of you can post. T hey a re free. Work wit h David Hosch on co ntent
and strate gy.
6.
Warm Market Recruiting- Get Lists from yo ur new recruits. The se will always be our best
recruits and a gent s!!
The System is the Magic
 Incentive Program
1. Rookie Fast Start Program
2. Quarterly Cash Contests
3. Christmas Cash Contests
4. Distinguished Clubs (Crystal awards, Diamond rings, Rolex watches)
5. One Life National Sales Convention (all expenses paid five-star trip)
 Product Portfolio
1. Foresters
2. Americo
3. American Amicable
4. Liberty Bankers Life
5. Kemper Life
 Commission Program
1. Daily pay from carrier partners – directly deposited into your bank account
2. Day one vesting
3. Lifetime renewals
4. Persistency bonus opportunity with Liberty Bankers Life
One Life Academy
It is finally here! Make registering for the One Life Academy a breeze by registering online
at http://www.onelifeamerica.com/careers/index.cfm/academy/. Make sure to forward this email to all of your new recruits to who
need to register for the Academy as paper registration form are no longer accepted. Below are instructions.
Paper registration forms are no longer accepted. Those paper forms that were received over this weekend will be processed. If you
do not have a credit or debit card, you can register online and mail a check to One Life – Attention David Hosch – 3800 Hwy 45 North
– Meridian, MS 39301
 Click on this link to go directly to the registration http://www.onelifeamerica.com/careers/index.cfm/academy/
 Click on "Register Now" at the bottom of the page
 Complete the registration form by filling out all blocks making sure to choose the correct date for the Academy you're
attending
o If you do not have a roommate in mind but would like to share a room with someone, please enter "roommate" in
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that block and we will select one for you
Click "Continue" at the bottom of the screen
You will now be redirected to a "Registration Payment" page where you will select"Single $200.00" or "Double $100.00",
then click "Pay Now"
You have now been redirected to the PayPal payment screen
o If you do not have a PayPal account, click on "Don't have a PayPal account?" and you will be able to pay with a
credit or debit card
Complete your payment information by credit or debit card or by using your PayPal account
You will receive a confirmation call within a few days from the One Life Marketing staff with more information about the
Academy
One Life Academy Classes 2013-2015
One Life Academy Dates
•April 7-9, 2014
•June 16-18, 2014
•August 4-6, 2014
•October 6-7, 2014
•December 8-10, 2014
•February 2-4, 2015
Scott’s keys to be successful
with OneLife America
Success
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7-10 Appointments per day
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Ask basics when setting appointments – don’t sell over phone
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Assume sale
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Have box In car with extra applications and supplies – both company supplies and your supplies (black and
red pens, business cards)
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Don’t call see everyone?
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Know your products – product knowledge
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Stay busy – Do Drive by’s/Be persistent and proactive
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Maximize leads
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Assume have a bank account
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Show example of applications
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Ride in car with manager if struggling – don’t be prideful
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Be Honest and Dependable
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Communication is key – PROMPT RETURNED PHONE CALLS and EMAILS FROM YOU AND US
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Get into a routine (ex. Pull leads on Friday and Saturday and work Monday through Thursday)
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WORK, WORK, WORK