Tools and Resources to Ensure Success
If you’re new to the industry, you don’t have to worry about a lot of the operational set-up as we supply a suite of comprehensive tools that will get you off to a quick start and advanced tools that you can grow into later. We also have a dedicated team for training and support.
For experienced Agents and Agencies, your agents will be happy to cancel many of their monthly subscriptions as our tools are FREE. This will make it much easier for you to onboard new agents and help them to be successful immediately. Our advanced tools will make it even easier for Experienced Agents to increase their production. As an Agency Manager you will have additional insight into your teams that you have not had before.
Business Support and Growth
- Online training resources for self-paced training on various lines of business.
- Full-time dedicated Support Team for the CRM with chat and 1-1 Zoom training.
- Live weekly training sessions to help you with product information and sales techniques.
- Additional “New Agent” training sessions to help with getting started in smaller group.
- Individual Business Plan development and support for Agents and Agency Managers.
- Additional training on Agency diversification and growth by Line of Business.
- Agent Portal with easy access to training and Sales materials.
Essential Business Tools
- Personalized web page to promote your business.
- Gen1 email address and Corporate 800# with your own extension
- Life Insurance quote comparison software that makes Underwriting a snap.
- Retirement comparison software that details why an IUL will outperform their 401k
- Medicare quote software that will do live comparisons of the best plans for the Client
- Agency Management software to onboard new Agents and track your volume by carrier
- Custom Websites, Automation tools, and Software for Agencies that want their own Brand.
Essential Business Tools
- Personalized web page to promote your business.
- Gen1 email address and Corporate 800# with your own extension
- Life Insurance quote comparison software that makes Underwriting a snap.
- Retirement comparison software that details why an IUL will outperform their 401k
- Medicare quote software that will do live comparisons of the best plans for the Client
- Agency Management software to onboard new Agents and track your volume by carrier
- Custom Websites, Automation tools, and Software for Agencies that want their own Brand.
Leads
For Experienced Agents, this may be the #1 reason you choose to work with Generation 1. We’ve worked with dozens of lead vendors over the years and have used that experience to develop the most consistent and cost effective lead systems available.
You can use third-party vendors if you choose, but we have Lead options that are generated by our Agency Partners, or they are generated directly for you by our in-house marketing team. Either way, the leads will be exclusive to you and delivered real-time into your CRM. No more calling leads that have been recycled and sold to numerous agents.
Some information about our Lead Programs:
- Leads are generated for all Lines of Business listed in the Products section below.
- Real-time online leads are imported into your CRM within minutes of form completion.
- Direct mail leads for any Line of Business can be ordered in almost any area Nationwide.
- Overflow online leads can be ordered instantly and will be delivered within 24 hours.
- Overflow Mortgage and Final Expense mailers can be ordered and delivered within 24 hours.
- Custom direct mail and online campaigns can be designed and implemented for Agencies.
- Many of our leads are as much as 50% less than what third-party lead vendors charge.
- We have a lead subsidy program where Generation 1 can pay for up to 100% of lead costs.
Products and Carrier Compensation
Many Insurance Agencies and IMOs tell you that they represent dozens of Carriers, but they incentivize Agents to write with 1 or 2 Carriers while others only represent 1 or 2 Carriers. At Generation 1, we truly want you to write the Carrier that is best for the Client. We allow you to have many Carrier options and add more as you need them.
Carrier Compensation is important, but it is not the primary consideration one should look at when evaluating an Agency. Some Companies recruit by stating that they have the highest compensation in the industry while others recruit by stating that you will have lower compensation, but you will earn more as you build your Agency.
Our Agents help Clients in the following areas: