September 2015 Seven Corners Agent Newsletter.

September 2015 Agent Newsletter

Jan 12, 2016

If you know where to look for groups and probe for opportunities to cross-sell on a consistent basis, you can find many different types of groups.

Finding Group Opportunities in Your Current Book

The easiest way to locate groups is to keep your eyes open for cross-sell opportunities. We’ve seen a great deal of success for agents landing groups this way.

How? Here are a couple of real-life scenarios.

Scenario #1 – You’re meeting with a married couple to discuss their life insurance renewal. They’re both physicians and recently started traveling once a year with a group that organizes trips to Panama to provide health care. After a quick discussion, they give you the name of their contact at the organization. Long story short — you get an opportunity to quote the group. After talking with the group contact, you understand their coverage needs and are able to provide them with valuable benefits for their travel plan. You land the group! There are 50 participants on each trip and five trips a year. You just invested a little time and picked up a good source of repetitive income.

Scenario #2 — You’re giving a free seminar on financial planning and meet a gentleman who owns a small IT company. Turns out, he and ten of his employees have traveled back and forth to England multiple times during the past year, sometimes staying for weeks at a time. They’ve been doing this without travel insurance, and he is excited to learn how affordable it is. You just found a group opportunity!

Group Options

There are two types of group business:

  • Retail Census Groups — Designed for travelers who don’t need specialized benefits and are most likely going on a one-time trip. There are two ways you can approach this type.
    • Visit our Group Travel Page and complete the enrollment application and corresponding spreadsheet for the plan you need. We do the rest! We currently have application packages available for several of our retail plans and will continue to add to this list until we have options for all pertinent retail plans.
    • For trip cancellation products, you can enroll groups online through the purchase engine. For RoundTrip Economy and RoundTrip Elite, you can enroll up to 10 people.
  • Custom Groups — Designed for customized protection and online enrollment and invoicing options. Talk to your sales rep regarding benefit choices and the quoting process. Once the group is established, you don’t need to be involved with additional enrollments or trips. We handle that or provide your group with an easy way to do this online.

We’re Here to Help. Your Seven Corners sales rep is always available to work with you. We want you to sell group business! And, our group retention is high – once you get a group they will stay with us.

Groups that Make a Difference!

We’re proud to say that Seven Corners insures some organizations which truly step up to the plate to bring about positive change here in the U.S. and all over the world. It’s a bonus for us to learn about the efforts and successes of these groups and to know that our participation is a necessary component for achieving their objectives.

Here’s a quick list of some of the exciting accomplishments of just a few of our groups:

  • Provide the chance to smile and eat normally to kids requiring facial surgery
  • Match children in orphanages with families and facilitate the adoption process
  • Provide health care, education, housing, and economic development to impoverished communities
  • Provide summer adventures for teens to travel, learn about the world, and develop leadership skills while having fun
  • Special trips and excursions for travelers who want adventure off the beaten path
  • Promotion of women’s and children’s rights around the world
  • Work with the disabled, helping them find the assistance they need, including jobs and help with daily living

It’s Never Too Early to Think about Holiday Travel

The holidays are still a few months away, but it’s best to plan ahead if you want to communicate with your clients about insurance for their holiday travel plans. Below are a few upcoming holiday travel opportunities.

October Travel – Not really a holiday but with many more schools moving to a balanced calendar, kiddos often have at least a one-week break in October. Many families travel at this time to save money and visit destinations offseason when they are less crowded.

Thanksgiving Travel – This is defined as the Wednesday before Turkey Day through the following Sunday. In 2014, AAA1 predicted that 46.3 million Americans would travel on this holiday. Not all Thanksgiving travelers make a huge travel investment as many travel by car and stay with family, but an increasing number of families are meeting at cool destinations and foregoing the turkey and stuffing.

Christmas and New Year’s Travel — Many families travel at Christmas, and the most popular destination choices are complete opposites. Skiing families head for cold temperatures and snowy winter wonderlands where they hit the slopes all day and rest up in the ski resort at night. The other group heads to warm beach destinations, including the Caribbean, Mexico, and Jamaica. They get a welcome break from the colder weather at home and time to relax and rejuvenate. Remember, there are lots of travelers who could benefit from having travel insurance for an upcoming trip, but they don’t know how it works or what it can do for them. That’s where you come in!

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