[Slides] Growth Analyzer Webinar

© 2015 Agency Revolution, All Rights Reserved
The Growth Analyzer
HowTo Build LongTermWealth & Equity
In An Insurance Agency or Brokerage

Remember, this is a‘live’ webinar.
You can type your questions here.

special thanks

Introducing: 
Michael Jans, President and CEO, 
Agency Revolution.

To provide agencies and brokerages a clear, simple
(and free) tool that:
Vision

Vision
1 Forecasts your next 5 years

Vision
1
2
Forecasts your next 5 years
Helps create a comprehensive strategy
based on the three ways to increase
revenue

Obstacles
STOP

Obstacles
STOP
Difficult to program such analysis on your own.1

Obstacles
STOP
Difficult to program such analysis on your own.
Novice marketers are inclined to have a "lead
fixation”rather than a comprehensive approach 
to growth.
1
2

Obstacles
STOP
Difficult to program such analysis on your own.
Novice marketers are inclined to have a "lead
fixation”rather than a comprehensive approach 
to growth.
Most firms do not have Marketing SYSTEMS that
reliably & predictably create positive results.
1
2
3

Transformation

Transformation
Understand “Compound Growth”.
1

Insurance firms grow three ways.
‣ Higher retention.
‣ More new customers.
‣ Higher revenue per customer.
[Not just the knee-jerk reaction: "Leads,
leads, leads”.]

Transformation
Understand the Power of Systems.
2

The ACOR+ Marketing Model

C O RA

Attract Convert Optimize Retain
Prospects Buyers Clients PromotersLeads
C O RA

C O RA
+Delight
At Every Stage in the Process

C O RA
More new 
customers
Referral Campaign
“Lost Soul”Campaign
Yelp & Google + Campaigns
DIO Launch Campaign
Lead Warming Campaign
Quote Form Follow-up Campaign
Proposal Campaign
Lost Lead Nurturing Campaign
+Delight

C O RA
More revenue 
/customer.
More new 
customers
Referral Campaign
DIO Launch Campaign
Proposal Campaign
Over 10 Cross Sell Campaigns
Trust Campaign (Why I believe...)
Account Review Campaign
Testimonial Campaign
+Delight

C O RA
More revenue 
/customer.
Higher
retention.
More new 
customers
Referral Campaign
DIO Launch Campaign
Proposal Campaign
Over 10 Cross Sell Campaigns
Trust Campaign (Why I believe...)
Account Review Campaign
Testimonial Campaign
Newsletters
Birthday Campaigns
Claims Campaign
Welcome Kit Campaign
5 Disaster Campaigns
+Delight

Agency Management System

New Lead Warming Campaign
New Lead

New Lead Warming Campaign
New Customer

New Lead Warming Campaign Cross Sell Campaigns
Ongoing Customer

New Lead Warming Campaign Cross Sell Campaigns
Welcome Kit Campaign Claims Campaign
Claim

New Lead Warming Campaign Cross Sell Campaigns Birthday Campaigns
Welcome Kit Campaign Claims Campaign
Birthday

New Lead Warming Campaign Cross Sell Campaigns Birthday Campaigns
Welcome Kit Campaign Claims Campaign Account Review Campaign
Renewal in 90 Days

New Lead Warming Campaign Cross Sell Campaigns Birthday Campaigns “Lost Soul”Campaign
Welcome Kit Campaign Claims Campaign Account Review Campaign
Lost Customer

New Lead Warming Campaign Cross Sell Campaigns Birthday Campaigns “Lost Soul”Campaign
Welcome Kit Campaign Claims Campaign Account Review Campaign Reinstated client Campaign
Regained Customer

Transformation
Understand the Principle of Leverage.
3

Convert
C
Optimize
O
Retain
R
Attract
A

Convert
C
Optimize
O
Retain
R
Attract
A
Wealth and
Equity
Reliable
Income
New Income
Future
Income

Convert
C
Optimize
O
Retain
R
Attract
A
$$$$
$$$
$$
$
Cost
Wealth and
Equity
Reliable
Income
New Income
Future
Income

Convert
C
Optimize
O
Retain
R
Attract
A
$$$$
$$$
$$
$
Cost
Value
Wealth and
Equity
Reliable
Income
New Income
Future
Income

Convert
C
Optimize
O
Retain
R
Attract
A
$$$$
$$$
$$
$
Cost
Value
Wealth and
Equity
Reliable
Income
New Income
Future
Income
Low Leverage

Convert
C
Optimize
O
Retain
R
Attract
A
$$$$
$$$
$$
$
Cost
Value
High Leverage
Wealth and
Equity
Reliable
Income
New Income
Future
Income
Low Leverage

Transformation
Understand the Heart-Wallet 
Client Index.
4

HeartWallet Client Index.

"Customer loyalty in P&C insurance"
‣ High Loyalty Clients:
‣ 7 TimesTheValue of Low Loyalty Clients.
‣ 3 TimesTheValue of Neutral Clients.
‣ Price Shoppers tend to have the lowest
loyalty, highest churn. 
(and, our channel is 2.7% more expensive.)

‣ Tend to value "Peace of Mind" over“Price”.
‣ Give 90% of their insurance wallet to 
a single source.
‣ Own 25% more insurance products.

‣ Retain at 97%, Generate 2.5 net referrals.
‣ Neutral Clients:
‣ Retain at 88%, Generate 1 net referral.
‣ Low Loyalty Clients:
‣ Retain at 74%, Generate 0 net referrals.

Transformation
DoThe Math.
5

SmallTweaks, Compounded.

How DO you grow an agency?

$2,226,000

$2,226,000
$3,415,905

$5,676,538

Action 
5 Steps

Visit: 
www.thegrowthanalyzer.com
Use 3 Scenarios:
- Now, -The Big Future, -The Bigger Future.
Plug in your
numbers.
1

Share with your team.
2

Identify:
‣ Your Current Marketing Systems.
‣ What isWorking.
‣ What is NotWorking.
Decide if it's time to grow.
3

Download: 
”3 StepsTo Growing an Insurance Agency 
or Brokerage"
4

 
www.thegrowthanalyzer.com

bit.ly/AR-consult

Use ModernTechnology to Automate 
Your Marketing Systems, 
and Increase Customer Loyalty.
IfYou're Ready, Request a Consultation.
5
bit.ly/AR-consult

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[Slides] Growth Analyzer Webinar

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