Client Success Story – Bob Brow,
Health Quotes USA
 Challenge
Health Quotes USA is an Indiana-based agency led by Bob
Brow. Two and a half years ago, Bob was spending up to 30
minutes putting together proposal packets to mail to each
prospect. Plus the task of manual data entry was burying
him in paperwork. That frequently had his office running
2-3 days behind and when prospects called, their information
was nowhere to be found.
Solution
To keep his head above the paperwork and to free up time
from assembling proposal packets, Bob implemented Norvax™
QuoteBuilder and BrokerOffice.
Results
Prospects Get Proposals In 60 Seconds, Not 3 Days
Mailing meant it could take 2 to 3 days for Bob’s proposals
to reach prospects, and in that amount of time another agent
could easily get in there and make the sale. Now thanks to
QuoteBuilder, Bob can whip up multi-carrier quotes in seconds.
Side-by-side comparison lets Bob quickly identify the best
plan for each prospect. And because the quotes are email-ready,
Bob’s prospects are looking at his proposal in seconds,
not days.
Data Entry Entirely Automated
No more dead end data entry and struggling to keep ahead
of the paperwork. BrokerOffice automatically files Bob’s
prospect information and keeps all leads and contacts in
one central location. When customers phone his office,
Bob can pull up all their personal information and recent
proposals with just one click. It isn’t easy remembering
all the details of every client. With BrokerOffice, Bob
can quickly access each prospect’s status from anywhere
there’s a computer.
Golden Rule Sales Up 25%
When carriers are added to his quote engine, Bob sees impressive
increases in sales of their policies. After Golden Rule
was enabled, those sales increased 25%, and now make up
about 60% of his total sales.
Internet Leads Eliminate Prospecting
Bob’s investment in internet leads means he can focus
his energy just on selling, not prospecting. Bob knows that
the key to successful sales is a steady supply of leads.
Traditional prospecting is hit or miss, but with Internet
leads from vendors like Norvax, Bob always has a regular
flow of prospects. Knowing every day he’ll have 10-15
people to call allows him to establish a routine for effective
time-management. If there are a couple of dry days, Bob doesn’t
have to worry because he knows he’ll always have at
least 10 more leads coming in tomorrow.
Site Is A One Stop Shop
Bob’s prospects go to his site for everything – to
get quotes, apply online, or just to get his phone number.
When people request a quote from his site, Bob gets notified
instantly. He knows right away when they’re on his
website and can call them up before they’ve even had
time to close their browser.
Policies Sell Themselves
Every month Bob scores one to two commissions from people
he’s never even talked to. That’s because his
online visitors, particularly short term seekers, can get
quotes, read plan information and download applications
all on their own, all from his website. He’s pocketing
profits without lifting a finger.
Website Attracts Referrals
A lot of Bob’s referrals visit his site before he even
speaks to them on the phone. That’s because having
a site makes it easy for his current customers to refer him
to their friends and family. Referrals can check out Bob’s
site at their leisure as they begin insurance shopping. And
when they like what they see, they give him a call.
National Sales From The Home Office
Because Bob has fully automated his agency, he isn’t
dependent on just one state to make sales – he does
business in 15. The speed of internet communication combined
with his QuoteBuilder quote engine makes it simple to get
easy-to-understand proposals into the hands of prospects,
no matter where they live. BrokerOffice puts all the information
Bob needs to manage prospects from lead to sale at his fingertips,
so he can spend his time working with customers, not out
in the field. And because BrokerOffice can be accessed from
any computer, Bob can make money even when he’s away
on vacation. From his laptop he is able to get a lead, quote
them and send applications, all without ever talking to them.
From the Client
“I think Norvax is the cutting edge and they are ahead
of the curve; that’s important in this business. Norvax
is not reactive; they’re proactive.”
- Bob Brow, Health Quotes USA
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