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New Business Installation Marisa Lopez

New Business Installation Marisa Lopez. The Four Seasons Hotel, Las Vegas, Nevada February 5-7, 2003. Agenda. NBI 2002 Results NBI Installation Tracker NBI 2002 Survey Customized Installation Support Keeping You In The Loop Sponsor Connect. NBI 2002 Results.

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New Business Installation Marisa Lopez

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  1. New Business InstallationMarisa Lopez The Four Seasons Hotel, Las Vegas, Nevada February 5-7, 2003

  2. Agenda • NBI 2002 Results • NBI Installation Tracker • NBI 2002 Survey • Customized Installation Support • Keeping You In The Loop • SponsorConnect

  3. NBI 2002 Results • 88% cases completed within Installation Cycle Time • Reduced number of cases handled by 37% • NBI organized into specialized teams

  4. Transamerica Retirement Services

  5. Producer Login

  6. Producer Home Page Joe Silver

  7. NBI Installation Tracker Joe Silver

  8. NBI Case Snapshot Joe Silver 123456-000 ABC Company Cindy Chau FS TA EAST Complete Takeover

  9. NBI Case Snapshot (cont.) Contract 123456-000: ABC Company NBI Project Manager Cindy Chau at Cindy.Chau@transamerica.com. Phone: 1-800-319-7626 Ext - 2301 05/25/2002 06/04/2002 06/05/2002 06/18/2002 06/18/2002 06/13/2002 07/24/2002 06/21/2002 06/20/2002 07/05/2002 07/17/2002 07/09/2002 08/17/2002 07/18/2002 09/13/2002 07/25/2002 07/24/2002 08/21/2002 07/25/2002 08/01/2002 08/21/2002 09/04/2002 09/02/2002 09/06/2002 09/02/2002 09/17/2002 09/13/2002

  10. NBI Tracker Timeline Contract 123456-000: ABC Takeover Plan? Contact your NBI Project Manager Cindy Chau at Cindy.Chau@transamerica.com. Phone: 1-800-319-7626 Ext - 2301 05/25/2002 06/04/2002 06/05/2002 06/18/2002 06/18/2002 06/13/2002 07/24/2002 06/21/2002 06/20/2002 07/05/2002 07/17/2002

  11. NBI Tracker Timeline (cont.)

  12. NBI Client & Producer Surveys • Commitment to efficiently completing the plan’s installation • Keeping you informed during the process • Responsiveness of the Project Manager • Quality of support during the installation • Timeliness of the installation

  13. Installation Surveys Commentary Client Comments Producer Comments "Very well presented. Excellent customer service." "…(my Project Manager) was wonderful, very knowledgeable and a pleasure to work with." ”Very pleased with all aspects, especially the professionalism of (Project Manager)...." "…(my Project Manager) kept me up to date and well informed during the transitional period... She did a great job and kept me well informed." "(Project Manager)...performed extremely well. Kept me informed and directed me through the process. She is a great employee for Transamerica." "Overall we are very pleased." "…(my Project Manager) has been excellent…." "Very happy with installation and support…. My compliments to…(my Project Manager)."

  14. Customized Installation Support • Termination/Liquidation Letters for Takeover Plans • Employee Announcement/ Transition Memo for New & Takeover Plans • Fund Mapping Memo for Takeover Plans

  15. Keeping You in the Loop • Producer Welcome Letter • Producer Update Letter • “Great News” Letter • NBI Team Support

  16. SponsorConnect(866) 498-4557 • What is SponsorConnect? - Client & Producer Resource Center • Client & Producer Satisfaction • Asset Retention & Growth - Staff of experienced Plan Specialists with strong ERISA knowledge & Series 6, 7, 24 and 63 licensing - Hours of operation 6am to 5pm PST

  17. SponsorConnect (cont.) • Responsibilities - Responsible for all client issues to resolution • Conduct proactive outbound calls • Coordinate enrollments • Provide Investment Contract support • TA-Retirement website support

  18. SponsorConnect(cont.) • Responsibilities (cont.) - Manage all incoming sponsor and producer calls • “Day to day” contact for all clients • Resolve 70% of calls with first contact - Point of escalation for client or producer - Maintain ongoing client relationship • Clients with over $1 million in plan assets also receive an Account Executive for ongoing service

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