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State Auto can help! - The PaceSetter Program

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If one of your greatest challenges is developing<br />

and motivating good producers...<br />

<strong>State</strong> <strong>Auto</strong> <strong>can</strong> <strong>help</strong>!<br />

PACESETTER<br />

PROGRAM<br />

Now accepting registrations<br />

for the July 2011<br />

<strong>PaceSetter</strong> <strong>Program</strong><br />

Fees 100% Refundable<br />

<strong>The</strong><br />

<strong>PaceSetter</strong><br />

<strong>Program</strong><br />

Since 1997<br />

Above:<br />

Mike Gould of Geny Insurance Agency in Nashville, TN and Michael Eck of the Eck Agency in<br />

Attica, KS are <strong>PaceSetter</strong> Alumni and Super Producers.<br />

<strong>State</strong><strong>Auto</strong>.com/AgentSite<br />

(look under Popular Links)<br />

for application information


PACESETTER<br />

PROGRAM<br />

<strong>The</strong><br />

<strong>PaceSetter</strong><br />

<strong>Program</strong><br />

Bob Restrepo,<br />

President and<br />

CEO of <strong>State</strong><br />

<strong>Auto</strong>, addresses<br />

a <strong>PaceSetter</strong><br />

class.<br />

<strong>State</strong> <strong>Auto</strong>’s innovative <strong>PaceSetter</strong> producer development<br />

program is an intensive yearlong sales partnership between<br />

you, your producer, your agency and <strong>State</strong> <strong>Auto</strong>. Our team<br />

of insurance sales professionals works closely with each<br />

<strong>PaceSetter</strong> producer and agency to develop the marketing,<br />

sales, and underwriting expertise necessary to write quality<br />

business—and improve your agency’s bottom line.<br />

Craig Andrews,<br />

Commercial Lines<br />

Faculty, explains<br />

commercial insurance<br />

principles.<br />

Jeff Wodicka, National Marketing Alliance, is one of<br />

<strong>The</strong> Dynamics of Sales Management instructors.<br />

Linda Propster, <strong>State</strong> <strong>Auto</strong> Claims<br />

Manager, works with the commercial<br />

and personal lines <strong>PaceSetter</strong>s.<br />

<strong>PaceSetter</strong> alumni return to visit each new<br />

class during the mid-year reunion. From<br />

left: Michael Eck, Eck Agency, Attica,<br />

KS; Adam Barton, Woodring-Roberts<br />

Corporation, Bethlehem, PA; Sharon<br />

Galpin, Weathers Insurance, Duluth, GA;<br />

Traci Davis, First Texas Insurance Services,<br />

Arlington, TX; Mike Gould, Geny Insurance<br />

Agency, Nashville, TN; John Williams,<br />

Haverstock Insurance Agency, Murray, KY.


<strong>PaceSetter</strong>...<br />

A Producer<br />

Development<strong>Program</strong><br />

PACESETTER<br />

PROGRAM<br />

<strong>PaceSetter</strong> Academy<br />

How PACESETTER Works<br />

• Your producer begins this 12-month<br />

sales and marketing effort by attending<br />

a Producer Development Conference<br />

at <strong>State</strong> <strong>Auto</strong>’s corporate head quarters<br />

in Columbus, Ohio. This two-week<br />

conference includes both tech nical and<br />

sales training.<br />

• A <strong>State</strong> <strong>Auto</strong> Sales Coach is assigned<br />

to your producer. <strong>The</strong> Sales Coach<br />

works closely with your producer<br />

throughout the 12 months following<br />

the conference to monitor sales activities<br />

and further develop sales skills.<br />

• You provide an Agency Sponsor, perhaps<br />

yourself, who oversees the producer’s<br />

prospecting and sales activities<br />

in the agency and confers with the<br />

Sales Coach when needed.<br />

• Your <strong>PaceSetter</strong> returns to Columbus<br />

for a one-day Mid-Year <strong>PaceSetter</strong><br />

Class Reunion.<br />

NOTE: Your producer must be licensed<br />

before being confirmed into the <strong>PaceSetter</strong><br />

<strong>Program</strong>, must have a dedicated PC with<br />

internet access, and a personal e-mail address.<br />

<strong>The</strong> Producer<br />

Development<br />

Conference Includes:<br />

• <strong>The</strong> highly acclaimed Dynamics Of<br />

Selling sales program presented in its<br />

entirety by faculty from <strong>The</strong> National<br />

Alliance for In sur ance Education and<br />

Research.<br />

• Comprehensive technical training provided<br />

by <strong>State</strong> <strong>Auto</strong> staff.<br />

• A proven prospecting and sales system<br />

which guides your producer’s sales<br />

efforts in the coming year. Producers<br />

begin implementing that marketing<br />

plan while in Columbus by making<br />

x-dating and prospecting phone calls to<br />

their marketing territory.<br />

<strong>The</strong> Sponsor Sales<br />

Management Seminar<br />

This two and a half day seminar for<br />

<strong>PaceSetter</strong> sponsors includes the<br />

Dynamics of Sales Management<br />

program and <strong>can</strong> be used to update<br />

your CIC designation. This program<br />

addresses the skills needed to successfully<br />

train, coach, and monitor the<br />

prospecting and sales activities of your<br />

<strong>PaceSetter</strong> producers.<br />

Topics include:<br />

• Traits of today’s successful sales manager—How<br />

to make decisions that<br />

have a direct, positive impact on your<br />

bottom line.<br />

• Selection and hiring—How to take stock,<br />

integrate new producers, create an effective<br />

hiring process, select that ace producer,<br />

motivate your people, and more.<br />

• Contract and equity issues—How to create<br />

win-win situations out of employment<br />

and commission agreements.<br />

• Goal setting and monitoring—How to set<br />

realistic production goals and maximize<br />

performance.<br />

• Compensation strategies—What are the<br />

elements of a compensation plan, and<br />

how is a successful plan developed<br />

• Managing For Success with the DISC<br />

profile—Understanding behavioral<br />

characteristics and how they impact<br />

performance.<br />

Technical Dynamics Webinar Travel Hotel Sales DOS Salesforce Sales<br />

Training of Selling Sales & Meals Room Mgmt. Refresher .com Profiles<br />

Training Allowance Training CDs<br />

<strong>PaceSetter</strong> Yes Yes Yes Yes Yes Yes Yes Yes Yes<br />

Company G DISCONTINUED DISCO<br />

Company H No No No No No No No No No<br />

Industry <strong>Program</strong> Yes Yes Yes No No Yes No No No


Mid-Year <strong>PaceSetter</strong><br />

Class Reunion<br />

Six months into the <strong>PaceSetter</strong> year,<br />

eligible <strong>PaceSetter</strong>s rejoin their class in<br />

Columbus for a 1 1 /2-day sales conference.<br />

Faculty of <strong>The</strong> National Alliance<br />

return to lead a Dynamics of Selling<br />

refresher course.<br />

What’s Expected Of A<br />

<strong>PaceSetter</strong> Producer<br />

Once the <strong>PaceSetter</strong> returns to the<br />

agency, the sales commitment truly<br />

begins. Working closely with the Sales<br />

Coach, each Pace Setter producer:<br />

• Participates in weekly phone meetings<br />

with the Sales Coach.<br />

• Participates in quarterly sales phone<br />

conferences.<br />

• Attends the Mid-Year <strong>PaceSetter</strong> Class<br />

Reunion.<br />

• Updates the sales reporting system on<br />

a timely basis.<br />

What’s In It For Your<br />

Agency<br />

Your agency will benefit immensely<br />

from <strong>PaceSetter</strong>, if you and your producer<br />

remain committed to the program.<br />

What benefits, exactly, <strong>can</strong> you expect<br />

• More profitable, targeted business which<br />

<strong>can</strong> lead to higher contingency payments.<br />

• Increased production of quality business.<br />

• Higher producer retention.<br />

• A more professional producer, overall.<br />

<strong>PaceSetter</strong> Super Producer Brock Ryan of the Murphy Insurance Group in Waunakee,<br />

WI shares his experiences with a new <strong>PaceSetter</strong> class.<br />

Other Important<br />

Features<br />

• Fees are 100% refundable. A registration<br />

fee refund is made to the agency<br />

if your <strong>PaceSetter</strong> produces eligible<br />

<strong>State</strong> <strong>Auto</strong> premiums and meets other<br />

program requirements.<br />

• A transportation allowance to <strong>help</strong><br />

offset the cost of sending your producer<br />

to the Pro duc er Development<br />

Conference and the Mid-Year<br />

<strong>PaceSetter</strong> Class Reunion.<br />

• Hotel accommodations are provided<br />

for your producer while attending the<br />

Producer De velop ment Conference<br />

and the Mid-Year <strong>PaceSetter</strong> Class<br />

Reunion.<br />

• Breakfast and lunch are provided for<br />

your producer during the Producer<br />

Development Conference and the<br />

Mid-Year <strong>PaceSetter</strong> Class Reunion.<br />

• A five-day, four-night Caribbean<br />

Cruise is awarded to your <strong>PaceSetter</strong><br />

if he/she produces eligible <strong>State</strong> <strong>Auto</strong><br />

premiums and meets other program<br />

requirements.<br />

• Quarterly sales incentives to emphasize<br />

specific sales skills.<br />

• <strong>The</strong> registration fee also includes for<br />

the sponsor: private hotel accommodations,<br />

breakfast, lunch and a travel<br />

allowance.<br />

What You Can Expect<br />

From <strong>State</strong> <strong>Auto</strong><br />

• Intensive, personalized weekly phone<br />

coaching from a Sales Coach.<br />

• Assistance in securing sales leads from<br />

your marketing territory.<br />

• One-year subscription to salesforce.com<br />

and My Loss Runs.<br />

• Quarterly sales phone conferences.<br />

• 24 hour sales information line.<br />

• $650 advertising budget for your<br />

<strong>PaceSetter</strong>.<br />

Sales Quarterly Sales Fee Cruise My Loss Advertising Designation<br />

Coaching Incentives InfoLine Refund Incentive Runs Budget <strong>Program</strong> (<strong>The</strong> Nat’l.<br />

Incentive (CL) Underwriter)<br />

52 weeks Yes Yes Yes Yes Yes Yes Yes<br />

NTINUED<br />

DISCONTINUED<br />

Optional, 26 weeks<br />

for additional N fee no No No No No No Yes<br />

No no No No No No No No


PACESETTER<br />

PROGRAM<br />

JULY 2011 PACESETTER PROGRAM<br />

www.stateauto.com/agentsite • Luanna Matthews 800-444-9950 ext. 4931 • luanna.matthews@stateauto.com<br />

PROGRAM DATES<br />

July 11 – 22, 2011 Producer Development Conference<br />

July 18 – 20, 2011 Sponsor Sales Management Seminar<br />

February 20, 2012 Mid-Year Class Reunion<br />

July 2011 – July 2012 Sales Coaching<br />

Last day to apply-<br />

April 4, 2011<br />

REGISTRATION FEES (100% Refundable)<br />

• Registration fee includes the Producer Development Conference, Sponsor Sales Management Seminar,<br />

Mid-Year Class Reunion, private hotel accommodations, breakfast, lunch, and a travel allowance.<br />

Nominee and Sponsor - $4,750<br />

• A reduction in fee will be made if the sponsor has attended and does not want to attend again. Call for details.<br />

• If payment is received by March 25, 2011, an early registration fee discount of $250 applies.<br />

NOTE:<br />

• Your application <strong>can</strong>not be considered until the <strong>PaceSetter</strong> fee has been received.<br />

• <strong>The</strong> registration fee is invoiced and due at the time of registration.<br />

SPONSOR:<br />

Your attendance is optional if you have attended the Sponsor Sales Management Seminar since August 2005.<br />

Otherwise, you will need to consider a future <strong>PaceSetter</strong> class if you are not able to attend.<br />

<strong>The</strong> Producer Development Conference<br />

SELF-STUDY COURSES<br />

Participants may be required to take self-study courses.<br />

WITHDRAWAL/CANCELLATION POLICY<br />

A $150 fee will apply to withdrawals/<strong>can</strong>cellations after<br />

May 6, 2011. A $1,000 fee will apply to withdrawals/<br />

<strong>can</strong>cellations received less than 30 days prior to beginning<br />

of class. <strong>The</strong> entire fee is forfeited once class begins.<br />

ATTENDANCE POLICY<br />

Zero Tolerance—<strong>PaceSetter</strong>s are required to attend all sessions in<br />

their entirety, without exception. <strong>The</strong> only acceptable excuse for tardiness<br />

or absenteeism is personal illness requiring medical attention.<br />

From left:<br />

<strong>PaceSetter</strong><br />

Coaches<br />

Ken Fields,<br />

CPCU, CIC; Diane<br />

Masterson, CPCU,<br />

CIC; <strong>PaceSetter</strong><br />

Coordinator Luanna<br />

Matthews, CPCU,<br />

CISR; and Bridgette<br />

Brodbeck.<br />

PACESETTER<br />

FEE REFUND INCENTIVE<br />

Qualifying<br />

Refund<br />

<strong>State</strong> <strong>Auto</strong> premium: of fees paid:<br />

$100,000 100%<br />

$75,000 75%<br />

$50,000 50%<br />

$350,000<br />

$300,000<br />

$350,000<br />

250,000<br />

$300,000<br />

200,000<br />

250,000<br />

150,000<br />

200,000<br />

100,000<br />

150,000<br />

50,000<br />

100,000<br />

<strong>PaceSetter</strong><br />

Results<br />

<strong>PaceSetter</strong><br />

Results<br />

Industry Average*<br />

Industry Average*<br />

<strong>PaceSetter</strong> Average*<br />

<strong>PaceSetter</strong> Average*<br />

PACESETTER PROGRAM<br />

0<br />

*First year written premium<br />

50,000<br />

Average new premium written per<br />

participant for all lines, all companies.<br />

0<br />

*First year written premium<br />

Average new premium written per<br />

participant for all lines, all companies.


Testimonials<br />

PACESETTER PROGRAM<br />

Stephen Appelbaum<br />

Insurance Concepts of St. Louis<br />

St. Louis, MO<br />

“<strong>PaceSetter</strong> is the road map to success. It teaches the skills necessary to build a strong book of<br />

business from scratch and instills the confidence you need in a competitive environment. Simply<br />

put, it is the best decision I have made in my young insurance career.”<br />

Sharon Galpin<br />

<strong>PaceSetter</strong> Alumni Club<br />

Weathers Insurance Agency<br />

Duluth, GA<br />

“From the excellent classroom training by professionals in the industry to the supportive and knowledgeable<br />

coaches you interface with on a scheduled basis, the program offers something for everyone<br />

whether novice or seasoned. <strong>The</strong> accountability to a coach on a regular basis keeps you focused, and<br />

the support and encouragement to achieve your greatest potential is a tremendous asset.”<br />

Michael Eck<br />

Eck Agency, Inc.<br />

Attica, KS<br />

“I am a very goal oriented person, and <strong>PaceSetter</strong> <strong>help</strong>ed me attain the goals I set for<br />

myself. <strong>The</strong>y taught me to be a better agent than I ever thought possible.”<br />

Mike Gould<br />

Geny Insurance Agency, Inc.<br />

Nashville, TN<br />

“<strong>The</strong> <strong>PaceSetter</strong> <strong>Program</strong> taught me many great things. I feel most importantly, it taught me how<br />

to manage my time and prioritize. I am positive that I <strong>can</strong> attribute my success as a rookie agent to<br />

<strong>PaceSetter</strong>s. I would highly recommend it to anyone regardless of age or experience.”<br />

sponsor SPONSOR sales SALES management MANAGEMENT <strong>Program</strong> PROGRAM<br />

Steve Weiler<br />

Archer-Meek-Weiler Agency, Inc.<br />

Columbus, OH<br />

“I hope to have someone in each Pacesetter class and have a different sponsor within the agency<br />

attend the sales management half of the program. I think it is the consultative sale approach along<br />

with the commitment to mentoring that match our culture with the fundamentals of the Pacesetter<br />

experience. It works and everybody wins-from the new clients, the Agency, the new hire, and the<br />

Insurance Company. A win/ win/ win/ win/. Thank you (again) and Congratulations (again).”<br />

Timothy J. Konich, CPCU<br />

President<br />

Consolidated Union<br />

Logansport, IN<br />

“Pacesetter not only develops your new producer, it forces sponsors/managers to partner with the<br />

new producer and to think critically about all aspects of the agency market efforts. You return<br />

invigorated with ideas to implement immediately after leaving the classroom. I hope there is<br />

room for another of our new producers in the next session.”<br />

Larry B. Kerr<br />

Allen-Thorley-DeLloyd, Inc.<br />

Elyria, OH<br />

“<strong>The</strong> <strong>PaceSetter</strong> Sponsor Sales Management <strong>Program</strong> was very well organized and certainly kept<br />

my attention. I believe it will be very <strong>help</strong>ful in managing our <strong>PaceSetter</strong>. You gave us a clear understanding<br />

of what the <strong>PaceSetter</strong>s were learning and how you were to complete their training with<br />

weekly follow-up phone appointments. Thanks again. <strong>The</strong> training I received was very worthwhile.”<br />

Jack Dean<br />

Bill Rayls Insurance Agency, Inc.<br />

Kokomo, IN<br />

“<strong>The</strong> time I spent in the <strong>PaceSetter</strong> Sponsor Sales Management program was the best learning<br />

experience I have had in 30 plus years.”<br />

MK 531-0111

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