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Welcome

Welcome. To our first NBIA Partner Network meeting. Agenda. Introductions Meet our Partners General introduction History of NBIA Partnership Products/Services Target Audience/Region Contact Info What’s new at NBIA Feedback on current arrangement What’s working, what’s not

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Welcome

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  1. Welcome To our first NBIA Partner Network meeting

  2. Agenda • Introductions • Meet our Partners • General introduction • History of NBIA Partnership • Products/Services • Target Audience/Region • Contact Info • What’s new at NBIA • Feedback on current arrangement • What’s working, what’s not • New opportunities within NBIA • Fall Training Institute • Partner Network planning • What would you like to see from this network? • Questions/Comments • Adjourn

  3. NBIA Partners with AonCompetitive Rates on Essential Insurance Products Aon Affinity Insurance Services

  4. Introduction • Aon Affinity combines the specialized knowledge of affinity program management with the extensive resources of a global company to bring an everyday commitment to helping our clients achieve their goals. • Our full service capabilities, technical expertise and industry knowledge add value through a disciplined approach to program strategy, from the design of products and services to the delivery of the marketing message.

  5. Aon Affinity U.S. Fact Sheet • Affinity is dedicated and committed to the sale of products and services across large common interest groups • 800 Employees in the U.S. • $1.6 billion in premium dollars • 7.7 million policyholders • Endorsement of >250 client sponsors across business, insurance, travel and professional member organizations • National Call/Contact Center (Sales and Service) • Small team philosophy, Skill-based routing, Call recording, 3.8 million calls • Field Office in Key Cities

  6. History of Aon and NBIA • Aon Affinity has been an NBIA Partner / Sponsor since April 2009 • We hope to provide a customized program for • Incubator Managers • Incubated Companies • Program to include: • E&O for Incubator Managers • D&O for the Incubator Board • Small BOP (property, gl, auto and wc) for Incubator Companies • Individual Health Programs including Dental for Incubator Companies • ID Theft Product • Service design: Payroll and HR consulting services, attorney resources, banking resources, other services TBD

  7. Program Business Model • Selection of Carriers • Negotiate products and pricing to developing proprietary solutions • Exclusive features, comprehensive coverage at competitive rates. • Negotiate Underwriting Authority • Deliverables: • Build exclusive features that are specific to each industry or client • Give clients the competitive advantage to attract and retain members of their group by offering features unavailable elsewhere. • Facilitate exclusive carrier partnerships that allow for cutting edge coverage and product design, streamlined client access and group purchasing pricing advantages.

  8. Choice Model • A successful blend between the exclusivity of a proprietary program with a single carrier relationship and the pure brokerage services of the entire market • Deliverables: • Provide a choice model to our clients with the value-added service of three market assessments to provide the solution that best meets our clients’ needs. • Shop potential markets to provide the best solution from both a product and price perspective. • Facilitate optional coverage endorsements designed specifically for industry segments. • Manage geographic and pricing challenges by utilizing a panel of carriers • Provide affinity group members with a choice of insurance companies and products • Improve our clients’ ability to maintain a nationally competitive program.

  9. Brokerage Services • Aon houses one of the largest retail brokerage organizations in the world, giving our clients access to leading carriers and the best product solutions available at competitive pricing and coverage terms. • Deliverables: • Negotiate varying degrees of authority with the underwriting company • Communicate pricing considerations • Conduct independent actuarial analysis • Provide graduated levels of client service based on need and preference • Focus on process review and refinement to ensure the smooth and efficient acquisition and renewal of coverage • Promote the education and training of our service personnel to the unique requirements of each client.

  10. Interactive Marketing • Sponsored/Endorsed Customer Solutions: • We work with sponsors to create and implement multi-channel marketing plans that deliver relevant messages to target audiences. • We focus on interactive marketing strategies that can include: • Direct Mail Kits: 39 Million pieces • Space Advertising: 42 Million Ads will circulate in more than 850 professional publications. • Conventions & Risk Management Seminars: 350 events • Client Communication Inserts: 160 Million "private label" brochures. Other programs put inserts into sponsor partner mailings to create in-bound insurance sales. • Web Sites: 57 web sites produced 191,000 policies and $42 million in new business premium for Aon Affinity in 2007. On many sites, customers can complete the entire insurance transaction online. • Aon Affinity's Proprietary Sales: One Network and One Hub support Aon Affinity’s b-to-b programs with in-person sales. • E-mail and E-newsletters: 800,000 Circulation.

  11. Affinity Solutions: Aon Affinity is at the forefront of our industry in online capabilities. In-house web development team creates client sites. Capacity to design and develop solutions that range from informational only sites to fully transactional e-business sites that offer online applications, renewal and account management and credit card processing. Tools that track sales and usability metrics. Search Engine Optimization Capabilities Imaging of customer data 40% of new business policies delivered online. Client Benefits: Ease of purchase and simplified process Sites offer a complete online purchase – from application to credit card payment. Our technology provides the ability to analyze: Customer buying trends Browser to buyer ratios Click-stream analysis Online and offline sales and customer support. Traditional 800 numbers Customers can submit change forms online or engage in a live chat with one of our licensed agents. E-Commerce

  12. Affinity US Partners

  13. Contact Information • NBIAinsurance.com • Product Information • Request Quotes • Contact Person • Manny Cho • 415.486.7531 • Manny_cho@aon.com

  14. Nbiainsurance.com

  15. Cybergroup Inc. www.cybergroup.com www.incutrack.com

  16. Providing professional web development services for over 15 years

  17. Partnering with NBIA for over 5 years • Over 50 incubators in the U.S. and around the world using incuTrack™, our tracking & reporting system

  18. Contact:Greg Bean gbean@cybergroup.com 410-455-5979 www.cybergroup.com www.incutrack.com

  19. Who is turnstone?

  20. Smart Design. Good Value. Turnstone creates office furniture that supports your work and respects your sense of design. We believe in the perfect union of smart design and good value. Our passion and entrepreneurial spirit fuel a culture of innovation committed to creating simple, relevant products for you. We celebrate great thinking and design wherever they can be found: in art, music, literature, architecture and even office furniture.

  21. what

  22. what

  23. where

  24. Saw a need for good value products Saw a need for well designed products Saw an underserved market Saw an opportunity to be quick and lean why

  25. Turnstone and NBIA We were kind of incubated ourselves Been with ’em awhile Can help incubators attract and retain Help emerging business succeed. TIPs – helping Incubators have better spaces, FREE!

  26. So that’s turnstone.

  27. What’s new at NBIA • Encouraging members to contact their U.S. senators and ask them to preserve the $50 million proposed by President Obama for the support of business incubation • Preparing to conduct certification training for incubator managers in three nations (Malaysia, China and Russia) • Conducting a $250K study with the U of Michigan and SUNY Albany on incubator impacts and best practices (sponsored by EDA) • Preparing to market capabilities to conduct state studies of incubators (similar to what NBIA has done for Ohio Department of Development) – this is a prelude to assisting states in expanding incubation efforts across the state • Maintaining member numbers despite the dramatic downturn in the U.S. and world economies • Continuing the search for the NBIA CEO, both broadening the search to company growers from the business world and more narrowly focusing on specific top-quality incubator managers • Making vital updates to the recently debuted new NBIA website, including improved search capabilities and providing better access to NBIA’s resource library of articles and other information

  28. Current Partner Arrangements • What would you like more of? • What seems to work best? • Experienced partners may have suggestions for newbies • What could NBIA improve? • Newbies may have fresh ideas for marketing to our membership

  29. New Opportunities within NBIA • Additional benefits next year • 1 Webinar/Quarter • Partner creates content, NBIA will promote and offer to members for free. • ListServ/WebPage ads • 1 E-Blast/Quarter • Marketing Kit (feedback on this is encouraged) • White Papers in new member packets • Inserts with review – catalogs, brochures, etc • Monthly Premier Sponsor • Will be included in next year’s Partner agreements. • This year, it will be offered to current partners for 50% of the cost • Webinars • E-Blasts • NBIA Partner ListServ • NBIA Partner E-Newsletter • Partners are encouraged to provide updates about their company • Newsletter will be sent to all NBIA supporters • Submit news to Tim King – TJKing@NBIA.org • Web Ads • Our new website allows for additional advertising. • Currently working on a new listserv that will also have advertising potential

  30. Fall Training Institute November 16-18, 2009 • Phoenix, AZ • Ritz Carlton • Approximately 130 attendees • Full day workshops Monday and Tuesday • Half day workshops on Wednesday • Opportunities to exhibit/sponsor this event • Workshop sponsorships • Exhibits • Signage • Spoken introduction of sponsor at the beginning of the workshop. • http://www.nbia.org/events/fti2009/index.php • Additional exposure opportunities?

  31. Partner Network Vision • Share best practices • Brainstorm for new ideas • Network • Keep updated on NBIA membership • Information about NBIA as an organization • Meet monthly or quarterly? • Mode of meeting? Do we like webinar format? • What else would you like to see from this network?

  32. Questions? Comments?

  33. THANK YOU!

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