As we approach the new year, we’re reflecting on our sales successes in 2023 and how we can improve our collaboration with you, our valued customers, to sell even more insurance together next year. Here’s where we’re making an impact together and what some of you had to say about your experience:
50/50 Program
We’ve worked with you to hire 26 new sales people, increased our financial investment and expanded our College Help program, placing student workers in customer offices to build a recruiting pipeline for years to come.
“We partnered with USLI in 2008 in the 50/50 program and never looked back. USLI provides tremendous resources and mentorship to our budding sales people. Not only has the program benefited the individuals, but it has strengthened the relationship between our two companies. The program is well defined but not without challenges. The fact is, it can be done wrong and those considering it should embrace it totally or not at all. With three former 50/50s currently working in our organization, we are living examples of the efficacy of the program.” —Michael Cotsenmoyer, JE Brown and Associates Insurance Services
Sales Enhancement Team
We made over 350,000 phone calls both to you and your customers to drive new business submissions and demonstrate the value of doing business with USLI. Through these phone calls, we have cultivated relationships that drive revenue and expand market reach. In 2023, these inside sales efforts have generated over 200,000 new business submissions and $100 million in written premium from our customers.
Lead Generation Team
We partnered with over 20 retail customers by providing a pipeline of qualified new business leads. In this process, we made over 90,000 cold calls to prospective insureds on behalf of our customers, and from these efforts provided over 3,000 leads. In addition to getting prospects interested in discussing their current insurance, we are creating brand recognition for our customers and helping you create new relationships.
“Working with the Lead Generation team is great. I like how they pre-qualify the leads before passing them over to me. This helps reduce a lot of time spent on fact-finding questions and allows me to establish a quote quickly for the client. Clients are happy when we can meet their insurance needs in a quick and timely manner. I think the Lead Generation team and USLI have done an amazing job with this program.” —Bee Her, Heffernan Insurance Brokers
Instant Quote Marketing Team
We teamed up with our wholesale customers to visit and train their agents on our phone and web quoting platforms over 2,000 times this year. We also collaborated on over 170 webinars covering different products and underwriting expertise. During these agency visits and webinars, we demonstrated the platforms and showcased our all-new web quote page. In addition, we held 400 training sessions with our wholesale offices to familiarize their teams with the platforms and better leverage the Instant Quote services. All these activities contributed to 20% submission growth year over year, increased efficiency, and improved hit ratios.
Sales Management Program
We worked with dozens of sales leaders through this consultative sales management support program. The one-on-one coaching and mentorship helped develop the leaders enrolled and improve sales team results overall.
“I was provided lots of sales tools I could implement with my team. It was also great having a USLI Sales Manager to bounce ideas off and to provide insight and guidance. The entire team has been amazing. They are always willing to help and provide support as needed. I knew I had multiple people I could reach out to and I was glad for the 1 on 1 time with the USLI Sales Manager to be able to help me stay on track with my goals.” —Nancy Harper, John M. Glover Agency
USLI University School of Sales
We’ve created thousands of fans through our sales degree programs, workshops, webinars and other e-learning offerings.
“Thank you for the opportunity to participate in the Bachelor of Sales program. I found the program VERY worthwhile. As an insurance producer, it helped to review sales, marketing and time management procedures” —John R Petersen, DFI Insurance
By aligning our efforts with your sales strategy, investing in training and development for your people, engaging more with you and your teams, and staying attuned to the evolving insurance landscape, we can look forward to a year of even greater achievements. The offerings above were born out of your willingness to share your ideas and sales needs with us. How can we best help you sell as we move forward? Please reach out with any ideas or questions.
