Gearing Up for 2019 Benefit Season

ADM - John Seaborn PCS Build Your Business SeriesAugust 2019

2L1218510971[exp0220][All States][DC] MetLife Auto & Home, Warwick, RI 02886 © 2018 MSS

What are Onsite Events?

1Note: P&C reps usually attend benefit fairs and ongoing visits, and do not usually attend General meetings. P&C reps are not authorized to represent other products onsite.

Benefit fairs Ongoing visits General meetings1

Events scheduled mid-year and/or during enrollment period and an opportunity for the employer group to promote the benefit offerings to employees

P&C Agent has established a relationship with HR and has secured off cycle scheduled visits

Usually multiproduct focused and requested by the account and account executive to answer any questions after the benefit overview meeting has been completed

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Benefits of ongoing visits for employees

Local support Product expertise Insurance knowledge

Convenient purchase options

Access to reputable local licensed P&C professionals for sales and service related inquiries

Agents are local experts in discount offerings, package policies and various MetLife Products (i.e. Life, Legal, Pet)

Agents can offer educational workshops and seminars onsite, (i.e. Common Coverage Gaps In Insurance, Benefits of Auto and Home Insurance, Auto and Home Safety, etc.)

Offer employee convenience and choice in how to purchase auto and home insurance (call center, agent, or online)

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2019 YTD Onsite Events & Eligibles Scheduled

Thank You for Accepting Onsite Invitations!

838 P&C Onsite Events Scheduled!

74% Staffed with PCS!

Ex. CA, FL, MI

717K EligiblesNew Invites Coming in Daily!

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Helpful Tips for a Successful Benefit Season!

Prepare for the event

Use this Benefit Fair checklist to organize your ‘to-do’ list

Review the “Request For Service” Email with event details, products represented.

2-3 weeks prior to event• Call or Email HR to introduce

yourself, confirm date/time giveaways/print have arrived

• Confirm attire, parking, security check in at site, event location with HR

Order a MetLife Tablecloth , Order Name Tag, print lead cards/sheets/fact finders, business cards, and customized brochures

Look up account details in GIST, Account Code, Payroll available, discounts, MetGA approved

Review Group Lunch and Learn presentations to familiarize with benefits available

2-3 days prior- pack all your supplies

Discuss incoming volume of leads with PMA

During the event

Arrive 45-60 minutes prior to start to park, check in with security, allow for set-up

Introduce yourself to Benefit Counselor for other products and HR

Set Up table with brochures, giveaways, raffle item (if requested), lead sheet

Put away all electronics

Offer extra giveaways to HR, if not interested bring back to your agency for future events

Be the last to leave! Say thank you, offer HR help breaking down

Put your best foot forward and always remain professional!

After the Event

Plan to follow-up on leads within 24-48 hours

Plan to contact the account HR/Benefits Manager within 1-2 weeks of your visit and ask about future opportunities to return to site on a more frequent basis. (We will be sending a post-event survey to the HR/Benefit Manager to solicit feedback.)

If you secure on-going visits, please inform your RSM for proper tracking. The RSM will then notify the Group Product Specialist.

Benefit Fair Checklist for PCS

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John KazPCS AgentIA, MN, WI

https://agents.metlife.com/john-kaz/

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Patrick McBridePCS AgentIA, IL, WI

https://agents.metlife.com/patrick-mcbride/

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2019 Promotional/Giveaway ItemsNew Accounts

Existing Accounts

Note:• Raffle only provided if requested by the account• Account Approval needed to bring enhanced/upgraded giveaways to benefit fair for consistency

across site locations.• More flexibility available for giveaways with ongoing agent visits

IMPORTANT10 or more

Business Days notice required to staff an event and

auto-ship giveaways/print to

Set-Up Your table

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L0916478075[exp1217][All States][DC]

New Group Brochure

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Tools Available for AgentsFor Successful Benefit Fairs/ Career Agent Visits

Email Template to HR Contact

Customizable Invite/Flyer for

AgentsCustomizable

Group Brochures

Quote/Service Days

Claims Support Day

Lunch and Learn Presentations

Remember to tell your RSM / Group Product Specialist Once You’ve locked in a CAV for

proper credit!

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Confidential – for internal use only

Don’t forget – Affinity and Member Benefits (AMB) is Back in Business!

Source: https://producers.metlife.com/now-open-for-new-business-in-all-states-affinity-and-member-benefits/

Affinity and Member Benefits (AMB) business is now open for new business in all states

Grow Your business and earn additional premium with access to 98+ Million Employer and AMB eligibles across 4000+ active groups

All AMB business counts towards employment validation and will count towards Leaders Conference qualification

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Our Top 10 AMB accounts countrywide…

• Recently grouped our top AMB Accounts into 4 categories

1. Union Groups (i.e. Union Plus, International Brotherhood of Teamsters, American Federation of Teachers)

2. Alumni Groups (i.e. Microsoft Alumni Group, School of Visual Arts Alumni)

3. Professional Groups (i.e. National Association of Social Workers, National Association of Realtors)

4. Credit Unions (Coastal Credit Union, Suncoast Credit Union)

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Confidential – for internal use only

Affinity & Member Benefits Verification Form Required

• Effective 6/5/17, all association and affinity business requires an Association/Affinity Membership Verification Form be completed and returned prior to binding.

o The form must be completed, signed and dated by the customer.o Once the customer returns the form, you must sign and date it, then submit it

in TREXO.o CUES messaging will generate a message explaining the completed form

must be submitted prior to binding.o All Members must be existing members

https://producers.metlife.com/group-benefit-consultants-associationaffinity-membership-verification-form/

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Confidential – for internal use only

Affinity & Member Benefits Verification Form

https://mlah-pnp-r1.s3.amazonaws.com/uploads/2017/05/MPC-5028-000.pdf

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Confidential – for internal use only

Reminder! - Eligibility view in Salesforce

To edit go to: Insert > Header and Footer

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Confidential – for internal use only

Recap

Prepare in advance – use benefit fair check list

Best foot forward during event!

Prioritize leads – xdate , follow-up on all leads immediately, multiple touchpoints - email and phone

Use Salesforce!

AMB is available countrywide – Verification Form required!

Quote, Quote, Quote to earn more!

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Confidential – for internal use only

Thank you!

Please contact your RSM with additional Questions!

Thursday, September 19, 2019 from 3:00 – 3:45 pm

Join Us At Our Next Build Your Business Series!