SmartOffice: The Journey from Technology Expense to Revenue Generation Pat Kulzer Manager, Client Development & Marketing Strategies Securian Financial.
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Who is Securian?Sales and distribution arm of Minnesota LifeCareer General Agency model51 General Agencies in 49 states1,680 Registered RepresentativesFee Based Financial Planning Environment
• No Follow-Up, Limited SuccessLocal owner is critical!
• OCD to get some use
Home Office
• Who “Owns” the Platform
• Resources
• Training/Support
Who “Owns” the Platform?
• Marketing or Marketing Perspective
• Performance Measures
• Build Strong Partnerships
Resources
• Support vs Proactive Marketing
• Tactical vs Strategic
• Leveraging the Partnerships
Training/Support
• Tools
• White Papers
• Advisory Group
Positioning SmartOffice
• Find Winning Combinations
• Measure Something Relevant
• Publish Success Stories
• Sell Management on the Potential
Find Winning Combinations
• Firms
• Book of Business
• Find a Star to Support
• Who Wants to Win?
Measure Something Relevant
• Persistent Users
• Specific Marketing Efforts
• Surveys
Publish Success Stories
• Sales Opportunities
• Efficiencies
• Breaking New Ground
• Blocking and Tackling
Sell Management On Potential
• Cost Benefit
• Missed Opportunities
• Industry Standard
Questions
Questions for me?
Questions for you!
Questions for you!
1. The cost of our SmartOffice licenses are…a) Passed on to the field,b) Subsidized by the Home Office,c) Free to the field (a Home Office expense),d) Other, please explain
2. We load the following data feeds into SmartOffice(indicate all that apply)
Yes Frequency
• Life insurance• Disability Insurance• Annuities• LTC• Investment Brokerage Accounts• Investment Advisory Accounts• Fund Direct Mutual Fund Accounts• Other, please explain
3. Our training of new field people is….a) Very Effectiveb) Effectivec) Marginally effectived) Not effectivee) Brutal Failure
4. The biggest reason we get the results in question 3 is….___________________________________________________________________________________________________
5. We have developed our own training programs/materials for SmartOffice. Yes / No
6. We have developed “role specific” training programs/materials for SmartOffice. Yes / No
7. Our ongoing training of the field is done as follows;
(Percentage of staff hours)Live on-site training in the field
____%Phone Training
____%Live Web Cast Training
____%Pre-Recorded Web Cast Training ____%E-Z Data Fast Classes
____%Documents made avail. to the field ____%Not at all ____%
8. We measure the following things in order to determine the success of our SmartOffice platform...