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Value added services

Robin Lee
September 20, 2023

Value added services

Work with us! We can find away to move you to the top!

Robin Lee

September 20, 2023
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  1. Welcomes you!
    RLee Insurance
    Solutions LLC

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  2. Who are these guys?
    RLee Insurance Solutions LLC – Robin Lee
    • 21 years in the Life and Health insurance industry.
    • Been through many of the top company training programs in the industry
    • Graduate of the “Referral King” program
    • Indiana State Partnership Program Certified for LTC
    • Nationally recognized for annuity sales
    • Member is the United States Martial Arts Hall of Fame
    • Mother of 4 and Grandmother of 15!

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  3. What
    do we
    sell?
    RLee Insurance Solutions LLC
    • The most COMPLETE portfolio of life
    and health products available than
    most any other agency around.
    • Over 30 Medicare Supplement companies
    • ALL available MAPD and PDP companies
    • HUGE portfolio of Life and Annuity
    companies
    • We currently write life and annuities,
    health, dental, hospital indemnity, travel,
    disability, STC and LTC, many ancillary
    products, and group plans

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  4. Where do we
    do business?
    RLee Insurance Solutions LLC
    • Small but growing ,now in 4
    states!
    • Currently licensed in
    Indiana, Illinois,
    Michigan, and Texas

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  5. How are we
    different?
    Technology driven
    • Agencybloc CRM software
    • CSG Actuarial Quote Tool
    • Lead Advantage Pro
    • Ninja Life Quoter
    • Annuities Genius
    • Personalized Medicare enrollment
    site
    • Microsoft 365
    • Zoom, Calendly, etc.

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  6. …but MOST
    importantly
    We put doing the right thing above income
    100% of the time.
    • Follow the Golden Rule
    • Only write business you are proud of
    • Walk away from an app when it’s the
    right thing to do
    • Remember, our business is taking
    care of other people's grandparents.
    • What you do good for others today,
    will come back to you in future in a
    way that you would never expect

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  7. Senior Market Sales – who are they?
    • Full-service insurance marketing
    organization (IMO) dedicated to helping
    independent insurance agents and
    agencies grow.
    • Founded in 1982, SMS has grown into one
    of the industry’s foremost IMOs with more
    than 500 employees and 70,000
    independent agents under contract.
    • $541,000,000 in issued premium in 2021

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  8. Why are we partnered
    with them?
    Senior Market Sales
    • Super focused on utilizing technology
    • Unique leads programs to SMS contracted
    agents only through “Lead Exchange”
    • Dedicated marketers working with RLee and its
    agents with close working relationships with the
    top companies to facilitate contracting,
    customer support issues, and sales support.

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  9. How can they
    help you?
    Senior Market Sales
    • Can work with agents to help manage your
    business with access to cyber security
    programs, online contracting, secure emails.
    • Manage enrollments through electronic
    SCOPES, apps, and quoting software
    • Programs to help you market your business
    through personalized quoting websites,
    custom websites, and Total Social Security

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  10. Our
    Partnership
    with you
    How can we work together
    • Grab a contract with a company you
    don’t currently have.
    • Add us as a mentor for some advice, or
    to bounce ideas around, two heads are
    better than one.
    • Let us help lift you to the next level if
    your growth has slowed.
    • Join our team as a direct LOA agent and
    really grab all the benefits available!

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  11. Thanks again for
    your gift of your
    time today
    Remember:
    • You work in one of the greatest jobs
    there is to help others.
    • Income potential is virtually unlimited.
    • Be your own boss.
    • Know that you can offer the best
    product, at the best price, 100% of the
    time.
    • You can help every person you meet
    save money or fill a need.

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  12. Please reach
    out to us this
    week with any
    questions or
    contracting
    request!
    Our web site:
    https://rleeinsurancesolutions.com
    Our address:
    34 Executive Drive Ste. C
    Lafayette, IN 47905
    Our Phone: 765-764-6459
    Our Email: [email protected]

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