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Market Logix
for AoA Members
Market Logix
for AoA Members
2. using market intelligence is key
Smart growth [smahrt grohth] n.
1. getting maximum return from your
sales and marketing efforts
See where the opportunities are
These are eating places in New Haven, CT
*
* Optional data
Pick a geographic area
Pick some desirable classes and
business sizes
Order some leads and have at it
The traditional approach to growth:
Believing that more is better
when it comes to leads
Traditional time wasters….
Believing that more is better
when it comes to leads
Traditional time wasters….
Working prospects your carriers
won’t write
Believing that more is better
when it comes to leads
Traditional time wasters….
Working prospects your carriers
won’t write
Pursuing businesses that are in
financial decline
The smart growth approach:
Pick a geographic area
The smart growth approach:
Pick a geographic area
Identify classes and business
sizes that offer the best
potential within that market
The smart growth approach:
Pick a geographic area
Identify classes and business
sizes that offer the best
potential within that market
Clarify which of these are
growing / likely to be written
The smart growth approach:
Pick a geographic area
Identify classes and business
sizes that offer the best
potential within that market
Clarify which of these are
growing / likely to be written
Focus your attention on these
opportunities
The GeoLogix platform fuels Market Logix
250 million households
35 + million current businesses
70 major data sources
Data built on foundation of
individual company record
Enriched by more than 25 years
of successful client
engagements with top banks
Select up to 5 ZIP
codes or 5
counties for each
report
Choose either
“Size by Number
of Employees” or
one of the
“Location Driven
Risk” items as a
filter for your
information
Partial view of Top 50 classes:
All reports include
the essential
measures
Select additional
measures from
these options
All report include
the essential
measures
Select additional
measures from
these options
All report include
the essential
measures
Select additional
measures from
these options
All report include
the essential
measures
Top Classes
Filter: New Haven County, CT
Filter: 50-99 Employees
Created: 11/18/10
Top SICs
Number of
Businesses
Value of
Structures
Value of
Inventories
Number of
Businesses
Value of
Structures
Value of
Inventories
Number of
Businesses
Value of
Structures
Value of
Inventories
Number of
Businesses
Value of
Structures
Value of
Inventories
8322 - Individual and family services 17 73021227 639 2 4725982 91 15 68295245 548
8211 - Elementary and secondary schools 87 515761229 3117 4 6538340 144 83 509222889 2973
5812 - Eating places 24 97069066 838 1 1685040 39 5 62678297 156 17 31411729 637
8361 - Residential care 7 28656581 246 1 4186200 33 6 24470381 212
7361 - Employment agencies 4 16375012 268 1 891072 39 3 15483940 229
8748 - Business consulting, nec 4 12053339 148 4 12053339 148
8711 - Engineering services 4 18121415 177 1 3081902 41 3 15039513 136
7389 - Business services, nec 34 161769504 1330 2 10434900 76 4 6533118 107 28 144801486 1146
8742 - Management consulting services 6 36412488 224 6 36412488 224
8062 - General medical & surgical hospitals 4 108713135 128 4 108713135 128
1629 - Heavy construction, nec 3 17599730 133 1 2953580 34 2 14646150 100
5411 - Grocery stores 6 8538685 234 6 8538685 234
8051 - Skilled nursing care facilities 15 44628410 557 1 6671770 20 14 37956640 537
9121 - Legislative bodies 27 185367458 1403 1 5115110 55 26 180252348 1347
1721 - Painting and paper hanging 4 3427738 158 4 3427738 158
1711 - Plumbing, heating, air-conditioning 3 6167083 110 3 6167083 110
8351 - Child day care services 6 17800299 127 2 6879100 61 4 10921199 66
9199 - General government, nec 9 95639672 411 1 0 32 8 95639672 379
8641 - Civic and social associations 11 69523248 408 11 69523248 408
9224 - Fire protection 8 5318817 219 1 0 37 2 2527003 44 5 2791814 138
4953 - Refuse systems 7 12302589 251 1 4591060 42 6 7711529 208
8712 - Architectural services 3 46397526 105 1 38814020 38 2 7583506 67
8011 - Offices & clinics of medical doctors 28 529014375 926 1 110868700 38 4 48742745 136 23 369402930 751
7911 - Dance studios, schools, and halls 3 2787446 114 3 2787446 114
9111 - Executive offices 5 69733362 220 1 2712430 0 4 67020932 220
Total Top Businesses regardless of
Payment Risk Payment Risk - High Payment Risk - Medium Payment Risk - Low
Example includes optional data
With these prospects, selling time is highly productive
Lead information can be imported into agency
contact management systems
Web:
GeoLogixSolutions.com
Market Logix for Agents
E-mail: jim@geologixsolutions.com
Phone: 860-974-2306

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Improving Insurance Agents' Sales Productivity

  • 1.
  • 4. 2. using market intelligence is key Smart growth [smahrt grohth] n. 1. getting maximum return from your sales and marketing efforts
  • 5. See where the opportunities are These are eating places in New Haven, CT
  • 7. Pick a geographic area Pick some desirable classes and business sizes Order some leads and have at it The traditional approach to growth:
  • 8. Believing that more is better when it comes to leads Traditional time wasters….
  • 9. Believing that more is better when it comes to leads Traditional time wasters…. Working prospects your carriers won’t write
  • 10. Believing that more is better when it comes to leads Traditional time wasters…. Working prospects your carriers won’t write Pursuing businesses that are in financial decline
  • 11. The smart growth approach: Pick a geographic area
  • 12. The smart growth approach: Pick a geographic area Identify classes and business sizes that offer the best potential within that market
  • 13. The smart growth approach: Pick a geographic area Identify classes and business sizes that offer the best potential within that market Clarify which of these are growing / likely to be written
  • 14. The smart growth approach: Pick a geographic area Identify classes and business sizes that offer the best potential within that market Clarify which of these are growing / likely to be written Focus your attention on these opportunities
  • 15. The GeoLogix platform fuels Market Logix 250 million households 35 + million current businesses 70 major data sources Data built on foundation of individual company record Enriched by more than 25 years of successful client engagements with top banks
  • 16.
  • 17. Select up to 5 ZIP codes or 5 counties for each report Choose either “Size by Number of Employees” or one of the “Location Driven Risk” items as a filter for your information
  • 18. Partial view of Top 50 classes:
  • 19. All reports include the essential measures
  • 20. Select additional measures from these options All report include the essential measures
  • 21. Select additional measures from these options All report include the essential measures
  • 22. Select additional measures from these options All report include the essential measures
  • 23.
  • 24. Top Classes Filter: New Haven County, CT Filter: 50-99 Employees Created: 11/18/10 Top SICs Number of Businesses Value of Structures Value of Inventories Number of Businesses Value of Structures Value of Inventories Number of Businesses Value of Structures Value of Inventories Number of Businesses Value of Structures Value of Inventories 8322 - Individual and family services 17 73021227 639 2 4725982 91 15 68295245 548 8211 - Elementary and secondary schools 87 515761229 3117 4 6538340 144 83 509222889 2973 5812 - Eating places 24 97069066 838 1 1685040 39 5 62678297 156 17 31411729 637 8361 - Residential care 7 28656581 246 1 4186200 33 6 24470381 212 7361 - Employment agencies 4 16375012 268 1 891072 39 3 15483940 229 8748 - Business consulting, nec 4 12053339 148 4 12053339 148 8711 - Engineering services 4 18121415 177 1 3081902 41 3 15039513 136 7389 - Business services, nec 34 161769504 1330 2 10434900 76 4 6533118 107 28 144801486 1146 8742 - Management consulting services 6 36412488 224 6 36412488 224 8062 - General medical & surgical hospitals 4 108713135 128 4 108713135 128 1629 - Heavy construction, nec 3 17599730 133 1 2953580 34 2 14646150 100 5411 - Grocery stores 6 8538685 234 6 8538685 234 8051 - Skilled nursing care facilities 15 44628410 557 1 6671770 20 14 37956640 537 9121 - Legislative bodies 27 185367458 1403 1 5115110 55 26 180252348 1347 1721 - Painting and paper hanging 4 3427738 158 4 3427738 158 1711 - Plumbing, heating, air-conditioning 3 6167083 110 3 6167083 110 8351 - Child day care services 6 17800299 127 2 6879100 61 4 10921199 66 9199 - General government, nec 9 95639672 411 1 0 32 8 95639672 379 8641 - Civic and social associations 11 69523248 408 11 69523248 408 9224 - Fire protection 8 5318817 219 1 0 37 2 2527003 44 5 2791814 138 4953 - Refuse systems 7 12302589 251 1 4591060 42 6 7711529 208 8712 - Architectural services 3 46397526 105 1 38814020 38 2 7583506 67 8011 - Offices & clinics of medical doctors 28 529014375 926 1 110868700 38 4 48742745 136 23 369402930 751 7911 - Dance studios, schools, and halls 3 2787446 114 3 2787446 114 9111 - Executive offices 5 69733362 220 1 2712430 0 4 67020932 220 Total Top Businesses regardless of Payment Risk Payment Risk - High Payment Risk - Medium Payment Risk - Low
  • 25.
  • 26.
  • 27.
  • 29. With these prospects, selling time is highly productive
  • 30. Lead information can be imported into agency contact management systems
  • 31. Web: GeoLogixSolutions.com Market Logix for Agents E-mail: jim@geologixsolutions.com Phone: 860-974-2306