25
AgencyMaxx
1
AgencyMaxx
2
AgencyMaxxIntroducing The Bollinger Companies
Introducing The Bollinger Companies
3
AgencyMaxxIntroducing The Bollinger Companies
Marlin Bollinger, CFP, CLU, ChFC, CFS, CASPresident, CEO
Marlin formed The Bollinger Group after spending more than 25 years as a producer,manager, consultant, and corporate officer in the insurance industry. As a Senior LifeSales Vice President for Travelers Life & Annuity, Marlin developed a uniqueunderstanding of the brokerage community. Prior to entering the insurance business,Marlin spent several years in the radio and advertising industries.
“I have been extremely fortunate to have worked directly with the Industry’s most successfulagents, personal producing general agents and brokerage agencies since 1981. As a company representative, Isaw how my competitors conducted business. I also learned why some brokerage general agencies were moresuccessful than others. I learned from them all, companies and agencies. I constantly thought about what theindependent agent really wanted and needed from the BGA to be successful.”
“Creative concepting is one of the keystones to success in both advertising and insurance. The fundamentals areessentially the same. If you can successfully bring a product to market or grow a radio audience by developing amore listened to format, you can develop creative marketing systems in the insurance industry. The onlydifference is that you must first develop the technical expertise and product knowledge to guide you through thecreative marketing process.”
The Bollinger Group ranks as one of the leading IMO’s in the country and has been a leader in innovativemarketing solutions. Their “Sales Ideas That Really Work” seminar series has been a huge success alongwith their nationally televised presentation of the “Leveraged Bonus Plan" on CNBC and Bravo.
“I’ve worked with and within property/casualty agencies for over 30 years. I learned what works and what doesn’twork. But, most of all, I learned how to effectively grow the bottom line across all lines.”
Providing new and innovative ways for our agency force to successfully reach the end-user is paramount to thesuccess of both agency and agent.”
4
AgencyMaxxIntroducing The Bollinger Companies
Peter WilsonExecutive Vice President, MarketMaxx
After graduating from St. Bonaventure University, with a BA in Marketing andFinance, Peter went on to serve in the Peace Corps in the South Pacific. Uponreturning, Peter started his journey in the Insurance industry as a career agentin 1984 with Connecticut General in Detroit, Michigan.
"I've been so fortunate in my career to work in all phases of our industry. Beginningmy education with work at one of the best career agencies, learning what really
matters most. Then becoming a successful independent agent, working with multiple carriers. Gettinginvolved in the bank channel in its infancy stage and completing the cycle as both a regional andDivisional Vice President of sales for two top five carriers.
This ingrained in me a very basic premise, no matter where you are in any of these positions, the enduser, the client, is always the focus. By continually looking for solutions to solve problems, they will alwaysbe taken care of.
The opportunity to continue this philosophy here at MarketMaxx is the most exciting thing I have everbeen involved in. I look forward to bringing our philosophy and innovation to you and your customers".
In his 4th year he started his own boutique Financial Services company, Wilson & Associates. Itsarea of expertise was Estate Tax Planning, Buy and Sell agreements and Charitable Giving. Thebusiness was sold after 14 years and Peter relocated to Charleston, SC where he helped start thelife insurance channel in First Union Bank. As MONY of New York was launching its brokeragedivision, Peter was recruited to help get that venture started. A few years later MONY waspurchased by AXA where Peter went on to be a Divisional for them. After a successful stay there hewent on to be a Vice President of Sales for AIG, where he worked for three and a half years beforejoining MarketMaxx as Executive Vice President.
5
AgencyMaxxIntroducing The Bollinger Companies
Andrew YskaVice President - Annuity Sales, MarketMaxx
Andrew joined the Bollinger Group in 2007, following his graduation from theUniversity of Central Florida with a Bachelor of Arts Degree in Management.Working with our Vice President of Marketing, Andrew quickly developed a firmunderstanding of insurance marketing and life and annuity products.
As Annuity Sales Vice President for MarketMaxx, Andrew is responsible for themarketing of our portfolio of annuity, final expense life, and hybrid long-term-
care products.
“Working with the right IMO, independent insurance advisors can provide the necessary planninginstruments for their clients, while reaching their own production goals. By providing the highest qualityof consultation and service, we afford our advisors more time to focus on the value proposition theydeliver. Creating that business synergy is a formula for success for any independent advisor.”
In addition to working closely with our annuity advisors, Andrew ‘s exceptional training andpresentation skills have provided a strong foundation for all Bollinger Company advisors toconfidently market a complete portfolio of products.
Proactivity and service are not just buzzwords, but representative of Andrew’s strong work ethic andresults oriented marketing at The Bollinger Companies .
6
AgencyMaxxIntroducing The Bollinger Companies
Jeffery S. Dressel, CLU, ChFCSenior Vice President, Life Sales
Following his 1985 graduation from Dominican University with a BA inEconomics and Business Administration, Jeff entered the life insurance industrywith a career life company in Chicago, receiving recognition as the top rookieagent. After 5 years of continuous high performance, he was selected to developa brokerage operation, focusing on the estate planning market and the newsurvivorship life products. In 1994, Jeff was recruited by a national brokerage
agency to relocate to Florida. His focus was to help representatives of national wirehouses to selllife products to their estate planning clients. A few years later he took the position of Regional VicePresident for the Southeastern U.S. with a major Mutual Holding Company.
“I enjoy working in an industry that is constantly evolving with new products and new marketing concepts;it is a real motivator for me. Helping experienced industry professionals in the sale process byimplementing new products and concepts adds value to the relationship and leads to profitability forboth parties. ”
Jeff is tireless in his efforts to bring unequaled service to the independent producers with whom heworks. While maintaining impeccable ethical and professional standards, he helps producersgenerate additional revenue by providing them with state-of-the-art marketing and productresources. He is a true team player with producers and their staffs. His background in both retailand wholesale operations gives him an advantage that he brings to his professional relationships.Jeff is active in the Society of Financial Service Professionals where he served as the Tampa BayChapter President for 2004-2005. He is also a member of NAIFA. He lives in Tierra Verde, Floridawith his wife and two children.
7
AgencyMaxxIntroducing The Bollinger Companies
Victor G. GriecoSales Vice President
Vic brings more than 20 years of insurance brokerage experience to TheBollinger Group. Shortly after graduating from Bentley College in Waltham, MAin 1985 with a BA in Accountancy, he relocated to South Florida. Recruited by thepremier disability firm in the country; Provident Life and Accident, Vic’sinsurance brokerage career was off and running. Transitioning into lifebrokerage, the crux of Vic’s experience has been with firms that include John
Hancock , Life Brokerage Corporation/Transamerica, BISYS/CRUMP and The Producers GroupAdvantage.
“Doctor Grieco” was a nickname extended to me several years ago by a very well respected broker whoadmired the way I laid out a perfect game plan for him to go out and sell a significant case. To be able tounderstand and coordinate both the medical history and the product design aspects of a case andpresent it in a simple and concise manner is why brokers enjoy working with me. They rely on me knowingthe ever changing product arena and the underwriting niches of our core carriers. Our teamwork allowsmy top producers to do what they do best. Sell!!! without getting bogged down with the inner details.”
Vic is past President and Treasurer of GCAHU: Gold Coast association of Life Underwriters. Vic andhis wife Mary Kay reside in Wellington, Florida. They enjoy time with their family, friends and twodogs (our kids). Enjoy cruising together on their Harley Davidson’s. And you might even find Victickling the ivories to one of his favorite Billy Joel tunes.
8
AgencyMaxxIntroducing The Bollinger Companies
Gregg SimonsenMarketing Vice President, The Bollinger Companies
Gregg joins the financial services industry with an impressive 40+ year career inmedia and marketing. In addition to spending his early years in radio sales andannouncing, Gregg devoted several years of his impressive career as NationalAccounts Manager for a major retail marketing and promotion company.
In that capacity he was directly involved in account development, campaignconception, and project implementation. Many of Gregg’s clients used their
campaigns to leverage their involvement in motorsports (NASCAR, American Le Mans Series,IndyCar, and NHRA). Working with CBS Radio Sports, Gregg served as Executive Producer of thenetwork’s “Focus on Racing Radio” program and served direct accounts like Mobil 1, Michelin,O’Reilly Auto Parts, Target, Porsche, Pirelli USA and many others.
“In the earliest days of my marketing career I worked for a small town radio station, interacting with thesmall businesses on ‘Main Street’ – small businesses that are the foundation of any community. I grew toappreciate what they do and the contribution they make every day.
“In a way, I feel like I’m back on Main Street. Independent insurance agents are the perfect example of thelocal, hometown entrepreneur – small business people who are an integral part of their communities,local employers, taxpayers … the fact that they are providing an invaluable service to their clients makesworking with them that much more rewarding. I’m passionate about their success and feel satisfaction asthey grow their practices.”
Gregg’s objective approach to financial services marketing is fresh and unique. The dynamics of ourbusiness are constantly changing and we're fortunate to have a progressive marketing executive ofGregg’s caliber to assist our independent entrepreneurs to achieve 'maxx-imum' results.
9
AgencyMaxxIntroducing The Bollinger Companies
Introducing AgencyMaxx
10
“AgencyMaxx is a unique, turn-keymarketing system designed to fill allthe gaps not available in other cross-
marketing programs.
“We execute where others fall short.”
AgencyMaxxIntroduction
11
A Powerful Suite of Marketing Resources …The AgencyMaxx Program Brings the Essential Elements ofa P-C Cross-Marketing Program Together ...
AgencyMaxxTurn-key Client Communications
DATA MANAGEMENTThe AgencyMaxx team helps agencies consolidateexisting data ….
We personally assist you to consolidate your data, bringit up-to-date, categorize and apply it to the AgencyMaxxsystem.
Using online collabora veresources, we help youcreate a powerfulmarke ng list that canmake a tremendousdifference in yourmarke ng in 2016 … andbeyond!
12
A Powerful Suite of Marketing Resources …The essential elements of a P-C cross-marketing program ...
AgencyMaxxTurn-key Client Communications
COMMUNICATIONS‘Experienced’ Messaging in a dynamic customized emailmarketing campaign
Typical Email Sample ...
Contact TheBollinger Group forthe full collec onof P-C cross-marke ngtemplates.
13
A Powerful Suite of Marketing ResourcesThe Essential Elements of P-C Cross-Marketing ...
AgencyMaxxTurn-key Client Communications
AGENCY CONTACT MANAGEMENTUp-to-the-minute data … to help agencies intelligentlyfollow targeted leads.
Timely Reporting … Real-time data and daily reports,tracking opens, clicks and other indicators of clientinterest.
Daily reports allow agencies to stayabreast of progress.
Typical MarketMaxx Data Screen
14
COMPREHENSIVE CLIENT FACT FINDERS
A Powerful Suite of Selling Resources …The essential elements of a P-C cross-marketing program ...
Professional Collateral Materials
AgencyMaxx gives agencies well-honed tools togather customer data … helping facilitate intelligentinsurance solutions for clients.
AgencyMaxxSelling Tools
15
A Powerful Suite of Marketing Resources …More Selling Tools …Technology
AgencyMaxxTechnology
LIFE QUOTE ENGINE
Build traffic to the Quote Engine tool using The BollingerCompanies’ Homeowners Plus system ...
LIFE INSURANCE QUOTES ...
Clients Can Now Shop for Life Insurance on YourWebsite ... This automated system gives your clients acomprehensive view of available term rates from theindustry’s top rated companies.
If the client requests more information or chooses to applyfor coverage, the agency is immediately notified.
16
A Powerful Suite of Marketing Resources …CSR Email Template …
AgencyMaxxHomeowners Plus
17
A Powerful Suite of Marketing Resources …More Selling Tools …Technology
AgencyMaxxTechnology
DROP TICKETMulti-Carrier Quote Engine and Application Tool …makes selecting the best policy and starting the applicationprocess simple and turn-key!
bollinger.drop cket.com
Needs Analyzer, Health Analyzer and Quoting Tool areincluded in DropTicket’s Turn-key System
18
A Powerful Suite of Marketing Resources …More Selling Tools …Service
AgencyMaxxService
QUICK QUOTES
Quick Quotes … Your clients no longer wonder if theyare getting the best rate to solve their life insuranceneeds. Our highly successful Quick Quote program shopsthe specifics of every case to our core insurance partnerswithout identifying the client. Within two business days,we will receive the initial underwriting opinion of severaltop insurers.
19
A Powerful Suite of Marketing Resources …More Selling Tools …Service
AgencyMaxxService
INFORMALS
Informal Applications … Informals are reserved forlarger cases where we need a solid underwriting opinionfrom multiple companies, thus creating a highlycompetitive environment between insurers.
True informal inquiries are limited to minimum deathbenefit coverage and premium. Prior to securing a formalapplication, we will secure and remit all necessary medicalhistory information to each respective company.
When the informal process is complete, all avenues havebeen taken and we again, are sure that the best possibleproduct and underwriting classification has beenachieved.
20
A Powerful Suite of Selling Resources …The essential elements of a P-C cross-marketing program ...
AgencyMaxxSelling Tools
TOTAL RISK ANALYSIS … Commercial & Personal Lines
Sales Call Guide Sheets …
Well-developed and highly-sophisticated ‘blueprints’ tohelp agents bridge the gap with clients between P-C risksand ‘Human Asset Risks’ … all designed to help stimulatediscussion about sensitive issues -- with no hard-selltactics or discussion of insurance products.
As this system is followed, the client decides on theappropriate next step in the sales process.
21
A Powerful Suite of Marketing Resources …More Selling Tools …Technology
AgencyMaxxSelling Tools
BOLLINGER WEB TOOLSA Collection of State-of-the-Art Tools to Manage YourFinancial Services Practice …
Bollinger Companies websites include a comprehensiveselection of tools and calculators optimized to makeselecting products, quoting and preparing apps easier.
22
A Powerful Suite of Marketing Resources …More Selling Tools …Training
AgencyMaxxSelling Tools
WEBINARSCustomized Webinars Featuring Product, Concept, andEducational Platforms … From the latest sales ideas to themost current product features, your AgencyMaxx team isprepared to develop a series of webinars built exclusivelyfor your agency’s management, administrative, and salesstaff.
All webinars are archived for future reference.
23
A Powerful Suite of Marketing Resources …More Selling Tools ...
AgencyMaxxService
PROFESSIONAL BACKUPSupport …
Our experienced life and annuity Sales Vice Presidents,Case Managers and Marketers stand ready to assistparticipating AgencyMaxx agencies!
24
A Powerful Suite of Marketing Resources …AgencyMaxx History ...
AgencyMaxxNationally Recognized
IN THE NEWS ...Features in National Publications …
Marlin Bollinger is a nationallyrespected expert on P-C crossmarketing. As an innovator inthe creation of effectivecommunication pieces and inthe development of meaningfulpartnerships and liaisons, he hasbeen featured in many nationalmedia outlets.
66
25
