introducing pinney platform solutions
TRANSCRIPT
• Enhancing Relationships• Retaining Clients• Driving Revenue
www.pinneyplatforms.com
• Founded in 1972 as a Transamerica branch office and later incorporated
as Pinney Insurance Center, Inc.
• Headquartered in our own building in Roseville, California, we provide a small local agency feel with the power of a major national firm.
• Has expanded into a national distributor with thousands of contracted agents and offices in California, Illinois, Maryland, North Carolina, Oklahoma, Pennsylvania, Texas, Washington, and Mississippi .
• Pinney represent over 100 life, annuity, disability, and long-term care companies with the intent of providing our Clients & Partners with the best possible product solutions at the lowest possible costs.
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Pinney Insurance Center, Inc.
• LifeMark Partners - one of the nation’s largest marketing
organizations for insurance and financial services products and comprised nationally of 48 of the largest independent life brokerage agencies.
• Professional Life Advisors Network (PLAN) – a group of insurance brokerage agencies that specialize in non-traditional distribution channels such as banks, broker-dealers, and professional services. Member agencies focus on methods, strategies, and concepts that help grow revenue for these non-traditional markets.
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Pinney Affiliations
• We maintain the highest “Due Diligence Standards” when recommending products and insurance carriers. We look objectively at products, service, marketing support, advanced planning support, underwriting, and customer service.
• Ratings are very important in our determination of preferred providers. We look for excellent to superior ratings from the various ratings services and a Comdex rating in at least the top 25%.
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Products and Carriers
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Partner Service Levels
• EZLifeSales.com• Policy Assessment• Accumulation Protector SM
• Asset AmplifierSM • Infinite Income Life StrategySM
• OPM FinanceSM
• Tools of the Trade• Customized Marketing Programs• White Papers
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Proprietary Tools & Services
• Client can complete themselves• Can be completed in 5 minutes +/-• Accurate Quote based on each
carrier’s underwriting criteria • Common App for All Companies• Perfectly completed App every
time In Good Order (IGO)
• E-Signature – No missed Signatures• E-Policy Issue & E-Delivery
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
EZLifeSales.com
• Customizable personal or agency branded marketing pieces• Website quoting tools• Email templates • E-Marketing links• Integrated with Social Media sites
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Integrated Marketing Tools
• We will do everything else• We handle the details.• Your cases get processed quickly• We assist any way you desire• Real time case status updates –
day or night• We will deliver• We will be your advocate and your
client’s advocate
And we will help you succeed any way we can
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
EZLife Sales Services Guarantee
• A qualified, third-party opinion on you clients life insurance portfolio• Review policy design and function• Funding of the policy• Financial health of life insurance carrier• Health status of insured• New underwriting and medical exam• New contestability and suicide clause periods
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Policy Assessment Process
• Purpose of Assessment • Who Conducted the Assessment • Executive Summary• Special Considerations• Client Objective Review• In-force Policy Review• Summary of Alternatives• Financial Stability Review• Conclusion & Recommendations
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Policy Assessment Report
• Unique Concepts that sell the benefits, not a specific product or carrier• Provide you with new concepts and strategies to discuss• Easy-to-use tools to create client specific presentations
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Unique Sales Tools and Concepts
• Monthly Newsletter program with specific Planning focus. • Concepts “Made Simple” Agent Sales Kits• Sales, product, and best practices webinars• Internet Marketing & Social Media White Papers
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Tools of the Trade, Agent Marketing, & White Papers
• Build your team without adding expense • Partner when appropriate• Continually innovate• Work on your business… not just in it
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Tools of the Trade, Agent Marketing, & White Papers
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Paul SanfilippoBrokerage Director
Contact Paul:• Phone: (800) 823-4852 x8760• E-mail:
[email protected]• Web: www.PinneyInsurance.com
Strengthening the Bridgebetween you and your customers
www.pinneyplatforms.com
Thank you!