Brad's Bits
To Meet The Guru
Email: bradh@onlyfinancialgroup.com

It IS the correct analogy. OFG agents, staff and national vendors departed on Thursday September 30^th to converge on the “mountain top”, the mile high city of Denver, Colorado. There they visited the “gurus” of direct response selling. There they met the vendors and leaders reshaping the insurance industry. Who attended?

Direct Response Agents from all over the United States
IntelliQuote
Brokers Alliance
TermOnly
InsWeb
American General
IntelliSys
ReliaQuote
Direct Response Financial
Universal Insurance Services
Zurich Kemper
West Coast Life
InsuranceOnly
Only Financial Group

Pat Wedeking, President of InsuranceOnly, opened and framed the second annual OFG Direct Response Sales Summit as the portal access to a “million dollar opportunity”. Over the next three days the audience saw no less than 22 speakers with focused information on direct response selling, best practices, sales secrets and the introduction of new technology to speed success.

An Array of Speakers

The array of speakers covered the basics of the approach and creating a “sense” of urgency. Company founders shared insights on their rapid growth and designs on the future. Lead generation, and enhanced delivery systems via LeadBoss were rolled out. Carrier Executives and Underwriters engaged both agents and management on processes to speed underwriting and leverage technology to swell policy issue volumes.

If this wasn’t enough, panel discussions covered a wide range of topics in small room settings to encourage dialog and exchange. New up-selling and cross-selling systems were rolled out including a new online direct mail program that will facilitate the sale of DI, Annuities, UL and LTC. Product experts discussed the integration of these products with direct response systems as agents questioned them about the nuts and bolts of processes they found of personal interest.

A Call to Action

Dr. Ron Caskey closed the meeting on the third day with, “If you WANT what you’ve never had, you must DO what you’ve never done.” Those attending understand Dr. Caskey’s call to embrace change and to “step out” of old patterns. Did you make it to the Summit? Will you DO next year what you’ve never done and enjoy the success you’ve always wanted?

By all standards the meeting was a success. Many friendships were renewed and many more created. In the final evening contact numbers and emails were exchanged among those in attendance. Notable were those present for their second time at the Denver Summit. In every case these organizations and agents were enjoying significant growth in production over the previous year. It’s no wonder why they returned this year and then commented on departure, “See you all next October at the Summit……………”

Brad Howard, Director
Only Financial Group
866-INS-ONLY ext 108
bradh@onlyfinancial.com