The Project 200 Case Study

May 31, 2016

  1. glgamerica
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    glgamerica Super Genius

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    Nothing stirs the emotions like being asked to do a project 200 to launch your insurance career. So, I wanted to do a case study on the Project 200 just to see what happens and let anyone who is interested follow along with my progress.

    I thought the case study might be best explained through a series of videos. I'll post them here because I know the forums are a great place to get asked the questions I might not think about while I'm putting this case study together.

    If you any feedback or questions, let me know.

    Here's the first video. Thanks.

    https://youtu.be/Lmr7QCR4QSo

    NOTE: Anyone know if it's possible to embed a YouTube video in these messages? I couldn't figure it out.
     
  2. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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    I'm not sure if this is what you mean by embedding the video in the message.
    V
    V
    V

     
    Last edited by a moderator: Oct 10, 2017
  3. glgamerica
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    glgamerica Super Genius

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    Yeah I couldn't figure that out but I see you know how. That's great. How do you do it?
     
  4. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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  5. DHK
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    DHK Guru

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    Thanks. I could never figure it out either.
     
    DHK, May 31, 2016
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  6. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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    You're welcome, but like I said, the thanks really goes to EE.:yes:
     
  7. glgamerica
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    glgamerica Super Genius

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    Today I sat down with a yellow pad and began putting together my project 200. I started by identifying my family, then my friends and other people I know pretty well.

    Here's a video where I walk through my thought process and a few tips to help you get started.

    Let me know if you have any questions.

    Link to watch video on YouTube:

    https://youtu.be/7W-Z9MCFf34

    I couldn't get the video to embed in the post.
     
  8. goillini52
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    goillini52 KeepAmericaGreat...Eat Bacon & BUILD THAT WALL!!!

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    I couldn't get it either.:err:
     
  9. glgamerica
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    glgamerica Super Genius

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    I'm continuing my Project 200 case study and in today's video I talk about the next steps I took to add names to my list of friends, family and other acquaintances.

    I think it's important to have lots of people to call and have some sort of connection geographically, occupationally or other type of affiliation. The reason for this is because these individuals can connect together more easily and the more recognized you are within a group you are targeting the better.

    In the video, I also talk about the problem of scarcity in not having enough people to call and how that scarcity causes problems in your prospecting efforts.

    Here's the next video:

    https://youtu.be/m1ZI7Ribhy4

    If you have any questions I don't address as I'm moving along here, be sure and let me know and I'll talk about them in my videos.

    Any feedback is more than welcome.
     
  10. glgamerica
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    glgamerica Super Genius

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    Just an update on my Project 200 Case Study. I decided to add two additional categories to my project. Those were:

    1. A particular occupation that matched the type of prospect the insurance company I am primarily using is looking for.

    While I've compiled a pretty extensive database of people to call on, I wanted to develop a part of my project 200 that I felt aligned with the type of client the insurance company I am working with wants.

    They really price their products for people that want large amounts of life insurance. Amounts of more than $500,000 or more.

    While this section of my project 200 is far from complete, I'm going to build it over time strictly from one type of profession who I'm guessing "fits the profile."

    2. Began compiling a list of people in certain professions that could be potential lead sources.

    The final component of my project 200 was to start identifying people in my community and people that I know that are in the following professions.

    -Real estate agents
    -Mortgage brokers
    -CPAs
    -Accountants
    -Stockbrokers
    -Independent agents
    -Loan officers
    -Lawyers

    So my Project 200 is based on the following:

    1. Friends, family & people I know.
    2. Community I live in and other affiliated groups I belong to.
    3. A targeted profession that aligns with the ideal prospect the insurance company I work with would like to have.
    4. A referral network.

    That pretty much rounds out the project 200 building process that I'm using.

    I've identified the next step I want to take and I'll cover that in my next post.
     
    Last edited: Jun 9, 2016
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