Worksite Partnering Process
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1 Introducing the Worksite Partnering Process helping you generate additional revenue without incurring any operational or administrative expense
2 Premier Marketing Premier Marketing was founded in 1968 to provide help and direction for professionals like you. Premier Marketing divisions include: Premier Senior Marketing, Premier Life & Annuities, Premier LTC Brokerage, Premier Planning and Premier Worksite Solutions. With offices in Nebraska, Kansas, and Texas we are well positioned to serve you. Premier Marketing specializes in providing solutions to all your sales needs. Whether you need a simple quote or help with complex advance planning techniques our professional staff is here to serve you. Premier National Benefits Many agents and agencies would like to engage in the worksite market but most do not have the expertise, product offering, enrollment or back office support to do so. Our sole focus is to provide turnkey worksite benefits capability to those producers. We utilize state of the art interactive websites, electronic billing, and advanced electronic enrollment software to help make this business easy to implement. We have access to a broad product portfolio; enabling us to find the very best solution for any given situation. Life Insurance (term, universal life, whole life) STD/LTD Accident Cancer Critical Illness Supplemental Health Options Plan (SHOP) Dental Vision Corporate Owned Life Insurance (COLI) not to be confused with group life 1 P age
3 WORKSITE PARTNERING PROCESS Our team works as a transparent partner to you; helping you generate additional revenue without incurring any operational or administrative expense. Our model rests on the simple fact that almost every business, including an insurance agency, struggles with their ability to capitalize on every available opportunity with every current or prospective customer. This reality is why we created the Worksite Partnering Process. This process is designed to provide instant worksite benefit capability to help agencies and their agents identify, propose, design and close worksite business with employer groups and/or associations who offer benefits to employees and members. You identify/introduce worksite opportunity We help handle ongoing service and claim requests, as well as additional product enrollments You contact us with client/contact information and product needs Our team can help enroll all employees and business owners We help you complete fact finding, collect census, prepare quotes, and present benefits 2 P age
4 WORKSITE PARTNERING PROCESS SUPPORT PLATFORMS Not every sales situation is the same. Premier National Benfits has designed three (3) platforms of sales and service support for your worksite business. Your abilities and/or a particular case, would determine what platform you would use. For example, maybe you have a large group (i.e. 500 employees) and don t have the staff or time to handle this business. Our Full Service Platform will take your favorable introduction and turn it into an on going revenue stream for you with little involvement on your end. Conversely, if you have the staff to handle such a case or you have a smaller deal that you can manage (i.e. 25 employees), our Independent Platform might be a better fit. Contact one of our representatives to discuss what option(s) work best for you! Case Design Present Close Enroll Service Annual Reviews Full Service Partner Independent Note: Each support platform has a corresponding commission level. Please contact one of our representatives to get a compensation schedule. 3 P age
5 Contact Information Premier National Benefits Kansas Office 5401 College Blvd., Suite 214 Leawood, KS T. Lane Constant, Principal Craig W. Gordon, Principal Stephanie Knecht, Account Specialist Rick Vanderslice, Account Specialist Premier Corporate Offices P O Box 41 Norfolk, NE P age
Worksite Webinar. Presented By: Jeff Moellering Vice President, J.W. Terrill Grant Montgomery Voluntary Benefits Specialist, Humana.
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