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  • How Agent Pitstop Can Help You and Your Business

    Knowing our agents are busy meeting with clients and running their business, we at Van Berg & Associates strive to help out where we can and make our agents lives as easy as possible.  As a Van Berg agent, using your password protected Agent Pitstop account can be a wonderful resource in helping to manage your applications, review client information, and track commissions. Our goal is to be as transparent as possible regarding your book of business and commissions. Therefore, we try and provide everything you need in one secure place.

    Here are just some of the tabs you’ll find under your personal Agent Pitstop account:

    Clients: Easily access your client information including address, phone number and even the policy ID for the client’s plan.

    Commissions Statements: Commissions statements are uploaded under this section whenever a commission is paid out. The statement shows where your money is coming from, helping you track your commissions.

    To access more tabs, hover over the “Account” tab.

    Invoices: This tab allows you to see any outstanding balances you might have for things such as leads, advertising, marketing, charge backs, etc. Clicking on the title of the invoice will bring up more information about the charge.

    Recent Submissions:  This feature helps you to keep up to date with a client’s application. Once the application is submitted and entered into the system, it will show on your Agent Pitstop account. From there you can track application status and also view your client’s policy ID.

    My Contracts: This section allows agents to see which companies they are currently contracted with through Van Berg & Associates, as well as companies they have been termed or cancelled from. This is also where you can find your writing ID for the companies you’re contracted with.

    Checking Agent Pitstop frequently and utilizing these tools is an easy way to help manage your clients, check application status and keep on top of your commissions.

    Don’t have an Agent Pitstop account yet? Call us today at 877-776-8919 and we’ll help get you set up.

  • Proactive vs Reactive: The Importance of Contracting Before it’s too Late

    During the weeks before Annual Election Period there is a spike in the number of agents contracting with new carriers. But why wait until the busiest time of the year to contract? Why not have the tools you need to insure you’re prepared for each client all year round? Here are just a few reasons to contract now:

    Be Proficient – First off, ask yourself if you are currently confident with all of the products you have to offer a client. Are you prepared if you receive a call from a referral that is in a neighboring town outside your usual area? Don’t be caught without the most competitive plans in not only your direct area, but surrounding areas as well. The most competitive plan in one zip code can be drastically different in the next. When you’re missing something from your “tool bag,” clients can become uneasy about your ability to write the policy that best fits their needs. You might also miss out on referrals that could otherwise help grow your book of business.

    Be Prepared – Having the right materials and information for a company can be crucial to making the right sale. Applications and promotional materials can take a while to arrive. The same goes for properly registering sales events and advertising materials. Contracting early allows you to have these supplies sooner and on hand when needed.

    Stop Losing Sales – Clients often hear of health insurance plans from commercials or through their friends and they’re suddenly set on having that specific product. No other product will do in their minds. This happens more and more often. Advertising is effective and friend’s opinions matter. Just because you personally think that another plan might be better doesn’t mean your client will be set on that product. Offering more options opens up more opportunities.

    Don’t Scramble – Clients need to feel like you have a handle on their insurance needs. Waiting until a client requests a company and then starting the contracting process is an easy way to lose a client. Especially if they’re a new client and don’t have long until their enrollment period ends. You don’t want to have to refer your client to another agent and lose a potential sale.

    Know Your Contract – While keeping everything else listed above in mind, it’s also important to know your limitations or if it’s time to rework your contracts. Know the difference between being a captive agent, career agent and a broker and contract in the way that makes the most sense to you. Captive agents can only sell the products from the company they are employed by, while a career agent can offer other products but only after first offering the products from the company they work with. Brokers, on the other hand, are not chained down. They are able to sell any product that they are successfully appointed and certified with, ensuring they have a wide range of products to cover their client’s needs including unexpected referrals.

    For more information on what companies are available and contracting in general, please visit www.agentpitstop.com or contact contracting at contracting@agentpitstop.com.