A Synergy Referral

After watching the inauguration yesterday I felt inspired. Not necessarily by the President but by the event itself. The majesty of the moment. The music of America. James Taylor. Kelly Clarkson. Beyonce. Each moment gave me more enthusiasm for the coming year. 2013 can be great. We live in the greatest country in the world and there is opportunity ahead of us. As Obama voiced the words “our journey is not complete” I began to think about our own journey here at ISN. Where we are, where we have been,,,and most important…where we want to go.

Most of you know about our initiative called Synergy Systems. Our core program was launched in 2003 as just an idea we hoped could work. The idea that we could partner with other organizations to add total support for all aspects of life insurance marketing was a new one in 2003. We went away from the normal IMO model that was based on individual agent recruitment and steered our efforts towards Partnerships on a grander scale. We started slowly with just one partner. But our first partner was our greatest challenge. We had to create systems, we had to integrate seamlessly into their operations, we had to provide service while remaining invisible to their core agents. The process began slowly, but like a snowball rolling down the hill we gained momentum quickly. Once we learned that just because we built the systems it did not mean that reps would flock to use it, once we understood the need for training and communication our seamless integration began to grow into real production. And Synergy Systems was born.

Over the next 10 years we brought on various partners of different sizes and disciplines. Each was unique and provided different challenges but the beauty of Synergy was and is that we can customize our programs for each group. This lead us to all types of partners. Broker Dealers who wanted to add life and LTC to their offerings; 403(b) Organizations that because of the regulation changes knew they needed to diversify; Health Insurance groups that wanted to teach their agents how to cross sell and LTC marketing companies who saw opportunity in hybrid products and adding a life division. We seamlessly created platforms and support for all of these groups and each in there own way saw levels of success that they had not seen before. Our monthly “Transition Training” program was the key that unlocked the door for the opportunities that were their for the reps and most that turned the key found they could go deeper into their book and create more revenues.

But our journey is not done. As a company we know that we can help so many more organizations. Our model and our history have shown us that if we can find the right partner, we can create success. A win-win proposition for us, for our partners and most importantly for the reps who grow their practices.

You can help us find new partners. How you might ask? The ideal partner is a group that wants to add a life insurance or LTC division to their current offering but do not want the expense of providing all the necessary services. The ideal partnership has leadership who believe in the idea of cross-selling and providing additional services to their core clients. The ideal partner has access to reps who also believe in cross-selling and are open to new ideas and concepts. And of course, the ideal partner is looking to create additional revenues  for themselves and for their reps. Most of our associates have affiliations with groups like this. We are asking for your help. Just a referral, an introduction, an opportunity to tell our story. Help us open the door and continue our journey.

For 2013, ISN and our Synergy Systems program is offering a referral reward to anyone who helps us connect and create a new partnership. For that effort we will provide you with a referral fee of $1,000. Open the door for us and help to provide the service and resources to create successful partnerships. (contact ISN @ 800-338-1892 x 215 for exact details of referral program). We can give you the resources to tell our story, the background to promote our programs and the information necessary to create interest. Just give us a call.

Our journey in 2013 has just begun. We have been inspired to take the next step in our growth and with your help we can get there. For more information on our Synergy program – just follow the link below. And thanks in advance for helping us to continue our journey forward.



About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
This entry was posted in Bersonal Posts. Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s