I need another me. This position is designed to gather and prepare the information I need to be a successful insurance salesman. It is task oriented and will be ongoing.
I envision being about 5 repeatable tasks:
1. Utilizing my criteria and direction obtain information about prospects. Involves three web searches and XCEL spreadsheet completion with that data. Then upload that data into my sales CRM.
2. Utilizing my keywords and my direction, obtain web data and links for content to social media posting and blog content generation. (Wordpress experience a plus).
3. Update my CRM database with prospect information as its gathered from meetings or calls. You will be provided a scanned prospect data sheet with the information handwritten into the appropriate spaces for you to transpose accordingly,
Subset to Item #1.
I would accept price bids on creating a script of program that can run automatically to do the prescribed searches below, or pay hourly to complete the searches depending on the price for programming work.
Find the owners name, phone number, and workers compensation expiration date for Subset of business types in a geographic area. The following parameters exist - Plumber, 4-19 employees, In the following zip codes: 33403, 33408, 33410, 33458, 33418, 33477.
I start at Infousa through my palm beach county free subscription through the library to obtain business information. i cross reference that against Sunbiz.org to verify owner name, and obtain FEIN number. I take the FEIN number to the State of Florida workers compensation proof of coverage database to obtain carrier name, expiration date, and payroll size. I load all of this into my spreadsheet and then upload into my MS outlook contacts which then converts to my Avidian: Prophet CRM database.
I complete the attached spreadsheet.
Subset to Item #2:
I would like someone to create and monitor Google Alerts for various keywords. I would like to learn how or have you demonstrate ability to filter this information so I can generate (in this order) a blog post optimized for Keywords, a facebook/linkedin status update pointing to the blog post, tweet about the blog post. I would like to do this 3 times a week.
I have broad topics: Workers Compensation, General Liability, Commercial Automobile, Professional Liability, Commercial Property, Personal Lines (home and auto), Risk Management. IN each topic category I will likely develop 10 sub categories to assist with key words.
Can we test your skills with the following category and sub categories: Workers Compensation: Experience Modification, Fraud Investigation, Return To Work, Loss Prevention, Loss Time / Indemnity.
Subset to Item #3 and additional information:
Please review Avidian Prophet's information and provide guidance on how best for me to provide information to update the CRM on an ongoing basis. I forsee providing at most daily and at least weekly updates via a scanned PDF or emailed information to update the CRM based on activity in the field. Things that would be provided to you would be notes from conversations, data to input into the system that was learned at meetings, changes to make to records based on information gathered.
For all tasks, I would require a Non-Disclosure Agreement, evidence of insurance. I will grant access to my CRM and DropBox File Folders for information.