Organizing informational meetings / seminars

[eprodigy]

I have done seminars for real estate agents for indivdual health. I sent out a flyer to the office manager and then follow up with a phone call and tell him what I do. I basically tell the office manager if the agents have not reviewed their health plan in the past 6 months odds are they are paying too much. My average client saves 30 percent or more on their premiums after hearing about the new plans that have just come out. I do an HSA pitch.

I sent out 10 flyers a week to real estate offices and usually I schedule 2 presentations.

I have done 3 presentations.

First one had 15 people

10 requested quotes
3 bought plans

Second one had 21 people

14 requested quotes
4 bought plans

Third one had 17 people

9 requested quotes

3 bought plans

I figure for 30 minutes of my time I get a captive audience and I feel some of those quotes will become deals later down the road.

I also do teleseminar where I have people call in and do a teleconference.

Hope this helps you.

MHart,

Would you be willing to share your flier with us up and coming agents?

 

[moonlightandmargaritas]

We'll I'm targeting "centers of influence" like Accountants, RE Agents, Mortgage Brokers. I was also thinking of going to some professional schools.

I want to know basic strategies for promoting the seminar, the basic format, and best practices for optimal results.

Do you know anything about the Insure U format? I liked it, very educational, non salesy, and simple to facilitate.

I called NAIC to see if I could use the format but got the run around and ended up putting in a "ticket" for a call back at some unknown time in the future from a yet to be named individual.

eProdigy

Good, good, yur thinkin'!

Joint seminars with accountants are good. It's gonna be tax season for awhile though...

InsureU strikes me as a little...clinical. You've got to make the presentation have some educational AND entertainment value to keep their attention. Good speaking ability and a little humor go a long way to liven up a pretty dry topic...

Here's one I do; I like realtors cuz they're 1099 and many have to buy their own health insurance. This is my lead product.

I do a 12 minute presentation called "Three Biggest Money Wasting Mistakes Realtors Make When Buying Health Insurance (an How to Avoid Them)".

About 75% want to go a little "further". I call them to find out what itches. Hopefully I can scratch it.

I started by getting referred to the brokers/owners by the realtor clients I have. I am so fanatical about good service, that most of them would bend over backward to help when asked. Never a problem.

Hope that helps.

 

[MHart]

MHart,

Would you be willing to share your flier with us up and coming agents?

I went over this before with some people who have asked. I bought a marketing kit online at: HSA Success.

It comes with power point presentations for your seminar.

Flyers to mail to get the appointments for the seminar

Follow up emails and letters to send out along with a flow chart of what to do.

I don't believe I should show a copy of my flyer that I purchased and has a copywrite on it.

Hope this helps.

 

[eprodigy]

M&M Sounds good... Are your presentations custom or did you use a pre-built as well?

MHart: Thanks for the info. I usually don't by any "marketing systems" but if it works as well as you've said it has I may give it a try.


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[moonlightandmargaritas]

Nope, did it myself.

 

[SJinaki]

Let me know how you do and what was involved in your seminars.
I am new to the field and imagine seminars will be an avenue for me.

Thanks!
Shani