Insurance Max

Agents on the Go
www.insurancemaxnc.com
Be your own boss
Set your own schedule
Work from home
Cloud based agency management system
Have economic interest in the business you write (rare advantage in
the industry)
Competitive commission structure and high income potential
et access to insurance carriers
et access to !nsurance "a#$ marketing and branding materials
%gent website profile
&ational and local advertising support and web presence
%ccess to 'eads
Social "edia
Affiliate Overview

Objective:
(o become the )* +nline !ndependent !nsurance %gent
Company and grow at a manageable rate online by helping
!ndependent %gents either start a new career, or merge
their e#isting agency book of business for a more
competitive presence-
Our Objective Mission an! "e#s to $uccess
Mission:
!s to achieve market presence by providing our
customer with unsurpassed .uality service, to
represent competitive insurance markets that have
established strong financial ratings with value
pricing-

+nline and social media presence

Cloud based agency management system

(imely and accurate customer service

/evelopment of one0to0one relationships

% reputation of honesty and integrity

1conomic interest in the company

"e#s to $uccess:
Affiliate

%ranchise
&ost: Much 'ower &ost: (er# )igh
*ime: +uic,er *ime: (er# 'ong-*erm
&ontract
&ontrol: %ree to run #our
business
&ontrol: .un #our business
exactl# as the franchisor
!ictates
A!a/tabilit#: %lexibilit# to
a!a/t to changing mar,et
A!a/tabilit#: Man!ator#
o/erating /roce!ures
Affiliate v.s. %ranchise
As an Insurance Max In!e/en!ent Agent #ou will
sta# as com/etitive as:
Online 0resence:
Insurance Max
$ocial Me!ia 0resence:
Insurance Max
Insurance Max with web presence will quickly and easily
connect consumers looking for insurance quotes with local
Insurance Max agents
We help agents utilize technology to provide quality, and real
time quoting opportunities
!onsistent high leads volume
"ophisticated technology
"earch engine optimization
#ive online prospects linked to web forms
$rospect%s identity and interest in an insurance quote is verified
&eal time leads
'ea! Generation
&lou!-base! Agenc# Management $#stem:
!lient, prospect, and policy management
$aperless and schedule reports
'irect "canning to client records
(ttach Images ) 'ocuments to client &ecords
Mailroom for sending letters, email, and faxing
*asily +ind $olicies ) !lients of interest
,nline -raining Materials
"ecure ,nline 'ata .osting with backups ) "#(
&eal -ime Inquiry
!rossselling tools to help you maximize client revenue
Integration with !omparative &aters
*asy to #earn ) *asy to /se
!loud 0asedi$ad, Mac, $! , Mobile
Agenc# Management $#stem
Insurance Max


Insurance Max
Auto &om/arative .ater:

"treamlined 1uoting
,ne "tep 0inding
2et quotes from multiple carriers in seconds

$ull credit ) M3&"

&ealtime &ating 4&-&5 and 0ridging

$rint Insurance !ards

1uote anywhere, anytime from your $! or Mac Web 0rowser
1uote 6 drivers ) 6 3ehicles
Improve Workflow

,ptimize $roductivity
Multi-/latform /ower listing: we a//ear on the latest /latforms
1mail Mar,eting an! 2irect Mail &am/aign
Brand Mailers Quarterly
Drip Email Campaign
Insurance Max
Access In!ustr# &arriers
Insurance Max
Access
!nsurance "a# $ will provide !ndependent !nsurance %gents access to insurance
companies for .uality products for new and e#isting customers- %ccess to more carriers
means more markets which provides an opportunity to earn more revenue and cross0sell
products- Customer satisfaction, retention, and loyalty may be increased when customers are
offered an alternate product versus no product at all
.esi!ual Income
(he more policies you sell, the greater your residual income becomes- the better an
agent does in keeping e#isting policies in effect, the more money they will earn
1conomic Interest
%s you build your clientele, you build your book of business, meaning if you ever wish to
leave the industry !nsurance "a#$ will pay you -2340*4 for your book of business-

3hat4s in it for me5
3hat is .esi!uals5
Wonderful compensation program called 5residuals-5 1ffectively,
once you sell a policy, you continue to earn commission each year
the policy renews- (he more policies you sell, the greater your
residual income becomes-

%n insurance policy becomes a gift that keeps on giving- While no

policy remains in effect forever, the better an agent does in keeping
e#isting policies in effect, the more money they will earn
(his residual income is the primary reason why those in the
insurance industry stay in the insurance industry- While the first few
years may be very challenging, the long term rewards are fantastic-
Insurance Max In!e/en!ent Agent .esi!ual Income
7ear 8 7ear 9 7ear : 7ear ;
<
<=>
8
8=>
9
9=>
:
:=>
;
;=>
!arrier (gent
+ranchise (gent
Insurance Max
Average &ommissions 0ai! to Agent
Personal Lines of Business New/ Renewal
%uto *640*74
Home *640*74
8mbrella *640*74
9lood *740*34
Commercial Lines of Business New/Renewal
Business +wners *640*34
Commercial :ackage *640*34
eneral 'iability *640*;4
Workers Compensation 340<4
8mbrella *64
:roperty *64
Commercial %uto *64
Insurance Max
)ow are commissions /ai!5

(ll commissions are paid to Insurance

Max by the carrier

It takes the carrier about a 8 month to pay

Insurance Max, and we relay the
commissions to the agent the same month

Insurance Max pays out on the >th and

the 9<th of every month
3hat $tates can we write in5
!nsurance "a#$
currently provides
coverage in &orth
Carolina, 9lorida, and
&ew =ersey
!nsurance "a#$ will
give you access to any
of the above states that
the agent is licensed in
Carriers may not
provide coverage in all
the states
Carrier Insurance
Agent

?8<8> an hour

Must write @ amount

policies for 0onus

Ao &esidual

Ao *conomic
Interest

+ixed Work .ours

7ou have a boss

Must climb ladder of

success
Franchise
Independent
Insurance Agent

?8<8> and hour

Must write @ amount

of polices for
!ommission

Ao &esidual

Ao *conomic
Interest

+ixed Work .ours

7ou have a boss

Must climb ladder of

success
Insurance Max
Independent Agent

B>C commission

&esidual
!ommission on all
renewal as long as
client renews

*conomic Interest

+lexible "chedule

Ao boss

+inancial +reedom

7ou determine the

rate at which you
want to climb the
ladder of success
3h# Insurance Max5
3hat are the re6uirements to join5

&o 1#perience >e.uired

Criminal Background Check

Complete %ffiliate %pplication :acket

Current Errors & missions policy with a minimum

limits of ?*,666,666 (per occurrence and aggregate), that
covers defense and indemnity
!alid license in t"e state#s$ you wis" to place
%usiness&

:roperty @ Casualty 'icense >e.uired

'ife and Health 'icense a plus

Access to Insurance
&arriers in the state
license! in

Insurance Max
3ebsite 0rofile

&or/orate 1mail

789 &ommission
:;;
One time %ee

3hat4s m# $tart </ &ost5
Agenc#
Management
:=;
1>O
:8?
@?? &ol! 'ea!s
:@;
1cho $ign
:A8
(oice Over I0
:=B
%ax 'ine: A!!itional
In!e/en!ent Insurance Agent Monthl# Cusiness 1x/ense:
3hat !oes 1conomic Interest mean5

Financial Freedom

(s an Insurance Max agent you will own

part of the book of business= Meaning for
every policy you write, you will collect
residual income, and you will get paid
once you decide to leave the industry=

%s an !nsurance "a#$ agent you will have

economic interest for every piece of business
you write-

'or e(ample) if =oe Smith wrote ?*66,666 (*64

commission from Carrier) in :roperty and
Casualty :remium- (hat is ?<,366 in earned
commission (after 85/15 split)- &ow, =oe decides
to leave the industry after his first year-
!nsurance "a#$ will buy back =oeAs book
according to selling restrictions and guidelines-

*rowing industry& &o doubt, insurance is a great

field and there are no chances that boom in this industry
will go away, whyB 1veryone is re.uired to carry some
type of insurance whether it is %uto, Home, Health,
eneral 'iability, etc--

'uture scenario of t"e insurance industry is bright

and people who are working as an independent
insurance agent will achieve great heights of success-
Insurance In!ustr# %acts:
Insurance Max

$roven successInsurance Max was built by insurance agent
professionals for insurance agent professionals
"ystem of support to help you reach your business goals
Market presence online and by providing quality service to our
customers
,ur model is focused on your success
0rand Aame (wareness More 3isibility= More 0usiness=
#eading*dge -echnology
(gency Management ,nline training ) education
#eads and &eferrals from our #ead 2eneration "ystem
0e in business for yourself, but not by yourself
3h# <s5

Insurance Max
Overview
Relationship Building
Insurance Max immediately communicates integrity and credibility= (s such our customers and potential
customers expect us to provide reliable and honest service both for them and for the community
0e in business for yourself but not by yourselfsystem of support
(gency stability online and in the community
(M 0est 0D Insurance !arriers
Insurance Carriers
-raining, "ales "upport, and &esources
Industry%s -op !arriers
.igher !ommission "tructures
Agency Work Flow
"treamlined and $rofitable (pproach
(gency Management "ystem
!omparative &ater
$aperless -echnology
2reater $rofits in shorter timeframes
Leading-dge !echnology
,nline #ead 2eneration
,nline 0rand &ecognition and 'irect mail support
(gency Management ,nline -raining and *ducation
$rofessional Website
"ocial Aetworking

Insurance Max
&OD*A&* M1
Bill Belliard
'lorida +nsurance ,ales Leader
-el& 26C0D7D02*6;
Cell& 22707C302C3<
Email& billEinsurancema#nc-com
Corporate .ddress&
**6* (yvola >d-
Charlotte, &C
+nterested/ Questions/