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All
Systems Have...
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1)
The Most Experienced, Rounded & Proven Expert
in the Compensation Field
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- 25+
Years
Experience Helping Grow & Co-Manage
a 4-Time Trophy-Winning Agency
- 10+
Years Creating Software for & Consulting
with Agents on Compensation Plans
- More
Compensation Software Experience than Our Top
2 Competitors Combined
- We
Help Grow Your Whole Business (Sales Coaching,
Staffing & 28-Hour Agent Coaching)
- We've
Already Done What Others are Doing Now and Moved
a Few Steps Ahead
- Trusted
Compensation & Sales Process Consultant for
Fortune 50 Insurance Company
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2)
SUPER Simple
(But Powerful) Navigation
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- Easy
to Understand Buttons
- Users
Will Know Exactly Where to Go Right Away
- No
Need for Long Training Courses
- Drill
Down for More Information and Details When Necessary
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3)
More Technical Support Than You'll Ever Need...
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- We
Know that Support is the Key to Us Keeping You
as a Client
- Support
is Even More Critical to Our Renewals than it
is in Your Businsess
- We
Provide Support via Phone, Email, Online Support
Site, Videos, and More
- It
is NEVER a bother for you to call us.
We're here to help you and your team.
- Click
on the icon on the left to See Our Support
Links
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4)
Set Up System in Under 30 Minutes...
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- Set
up producer names and bonuses as quickly as you
can type them.
- Pay
Different Types of Bonuses (Dollar per Product,
% of Premium or Bank Commissions)
- Target
Level Bonuses can be based on Policies, Premiums
or Activities.
- Simple
7-minute video shows you how to set them up or
we'll do it for you.
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5)
Easy Production Entry Interface...
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- Producers
enter production easily
- System
calculates bonuses and tracks production
- Simple
navigation buttons from 1 entry screen to another
- Multiple
producers can be in system at same time (Basic
& Deluxe Systems)
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6)
Easy to Use Payroll Reports...
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- Payroll
amounts are calculated automatically.
- Producers
can see the effect of any minumums on their bonus.
(Basic & Deluxe)
- Payroll
administrator can see all producers' payroll numbers
at any time.
- Bonuses
can be seen instantly and called in or recorded
for payroll processing.
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7)
Basic Sales Coaching Forms and Tools...
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- We
share some of our powerful sale coaching forms
with producers.
- Common
best practices come from our 3 successful sales
coaching programs.
- We
share forms, templates, tools, and sometimes videos.
- We
also coach users on the best practices for the
bonus system.
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8)
Bonus Plan Document Created for You Automatically...
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- When
your bonus plan is set up, the system
creates a bonus plan document for you.
- No
need to create extra paperwork or documents.
- Producers
have access to the document in their files.
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9)
Agents' Only Online Community...
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- All
Bonus Systems include access to the exclusive
SMART Agents' Only Community
- Connect
with fellow SMART Agents to discuss topics, share
best practices, create Mastermind Groups (virtual
study groups), and more.
- The
latest and best compensation and coaching strategies
are shared with you.
- Click
on the icon on the left to See Some of Our
Online Agents' Community Screens
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Basic
& Deluxe Systems Have...
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10)
Knock Yourself Out with Over 100 Easy to View &
Understand Reports...
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- View
Reports Based on Written or Issued Production
(By Day, Week, Month, Qtr, Year)
- See
Team & Individual Reports on Policies, Premium,
Profit & More
- Detailed
Reports by Product Line and Multiline Production
Summaries
- Reports
on Marketing ROI, Porducer Comparisons, Multiline
Conversion Ratios & More
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11)
Action Plan Creation to Implement Goals Set...
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- Producers
can create action plans to hit their goals
- They
decide how much activity they need to do in order
to get specific results
- Makes
sales process a proactive pursuit
rather than a passive waiting game
- Helps
you create more Order Getting Sales - not just
order taking.
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12)
See Which Producers are (or are not) Making Money
for the Agency...
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- When
each producer is profitable, the entrie agency
is profitable.
- Not
knowing who's profitable can lead to to $10,000s
of loss per year.
- Real
Time Producer ROI Reporting lets you see who's
where.
- Base
Salaries, Policies Serviced, New Sales & New
Sales Bonuses All Factored In
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13)
Track Your Marketing Return on Investment (or Expense)...
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- Despite
What Many Agents Think, There are No Magic Bullets
to Create Production
- Many
Agents Write Tons of Auto thru Internet Leads
& Unknowingly Lose Their Shirts
- See
which advertising / lead sources are making PROFIT
for you.
- Measure
& Focus on Short Term Gain AND Long Term Profitablility.
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Deluxe
Bonus System Has...
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14)
Show Producers Potential Bonuses & Lost Opportunities...
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- If
you want a $50k-$70k producer, you have to show
a $50k-$70k opportunity.
- Producers
can set goals & project their income at various
production levels.
- Real
time reports show where they are & how much
more they can make.
- If
production minimums are not yet hit, system shows
money left on the table.
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15)
Motivate Producers with Target Bonuses...
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- Create
Target Level Bonuses that Encourage Producers
to Do More
- Show
$40,000 - $70,000 Opportunities to
Get the Attention of Top Producers
- Target
Bonuses Can be Simple or Complex, Aligned
with Company Bonus or Profit.
- You
can create them all by yourself or we can show
you what's working for others.
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16)
Deep Marketing Tracking (If you want it)...
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- See
Where Business is Coming From (Producers must
enter to get a bonus)
- 20
General Sources of Business (8 in the Simple System)
- 100
Detailed Sources of Business (i.e. Track Internet
Lead Company or Postcard #)
- 3
Additional Tracking Fields (on the Deluxe) - Plus
Marketing ROI Reporting.
- Click
on the icon on the left to See the Marketing
Field Set Up Screen
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17)
The Most Powerful Bonus Plans on the Planet
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- Not
all producers are alike, and 1 plan does not always
fit all.
- We
have PROVEN compensation plans for Multiline Producers
in all sized markets
- The
same Multiline plan has been used for 5+ years
& 300+ agents Successfully
- Plans
for Commission Only Producers, Appointment
Setters, Base Salaries & more
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All
Systems
90 Day Money
Back Guaranteed - NO
CONTRACTS - Cancel Anytime
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