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Boot Camp
Get the Most out of Your Subscription

1
Session Framework
• New experience
• Easy to use and access
• Product features including auto, age and
map
• Questions
2
• Cole Directory

Then & Now

• Published in 1947
• Blue Book
• Criss-cross directory of
addresses and phone numbers

• Today
• In 2013 we delivered millions of expiring
homeowner policy leads to thousands of agents.
• “Cole has enabled us to reach new
homeowner insurance prospects
effectively and inexpensively.”
-- John H., Insurance Agent
3
4
5
Unlimited Auto Leads
•212 million licensed drivers in America
•Cole X-Dates provides unlimited auto leads
•Driver’s contact info
•Vehicle make, model, year VIN and Auto X-Date*
•Plus, entire Cole X-Dates benefits including:
•Home / Referral / Commercial / Life Leads / Mapping

*Beta
Fingertip Prospecting
Get in on the Action

800-800-3271
Fingertip Prospecting

Finding new customers…
Finding new customers…
1.

2.

1)Expiration month & state
1)Expiration month & state
2)Zip code or street name
2)Zip code or street name
3)Mailing or telemarketing list?
3)Mailing or telemarketing list?

1-2-3…
1-2-3…

Easy as
Easy as

3.

9
Why Cole?

• Timing is value. Where else can you get lists of
homeowners in your area who’s policies are up for renewal
by month?
• We provide unlimited information. There are no hidden
fees, contract or details in the small print.
• Multi-Line leads create up-sell opportunities for bundled
policies. Search results confirm homeowners with multiple
cars and most lucrative homes rise to the top of the list.
• Map more referrals. Pinpoint neighbors of your best
customers by simply plotting points on a map.
• Easy Exporting Options. Agents can export directly to
labels, Excel and major carrier exports.

10
Jump Start Your Sales!

• Customer care advisors:

800-283-2855
Monday-Friday 8 a.m.-5 p.m. CST

11
12
Benefits

• Just in time leads for direct mail and
telemarketing.
• Expiring homeowner policy leads plus:

• auto/referral/commercial/condo owners/life

• Unlimited searches and downloads.
• List flexibility and compatibility.
• Mapping tool to pinpoint customers/prospects
by street/zip.
• Dedicated coaching team.
• Complimentary product and marketing webcasts
and on-demand videos.
13

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Cole X-Dates Boot Camp

  • 1. Boot Camp Get the Most out of Your Subscription 1
  • 2. Session Framework • New experience • Easy to use and access • Product features including auto, age and map • Questions 2
  • 3. • Cole Directory Then & Now • Published in 1947 • Blue Book • Criss-cross directory of addresses and phone numbers • Today • In 2013 we delivered millions of expiring homeowner policy leads to thousands of agents. • “Cole has enabled us to reach new homeowner insurance prospects effectively and inexpensively.” -- John H., Insurance Agent 3
  • 4. 4
  • 5. 5
  • 6. Unlimited Auto Leads •212 million licensed drivers in America •Cole X-Dates provides unlimited auto leads •Driver’s contact info •Vehicle make, model, year VIN and Auto X-Date* •Plus, entire Cole X-Dates benefits including: •Home / Referral / Commercial / Life Leads / Mapping *Beta
  • 8. Get in on the Action 800-800-3271
  • 9. Fingertip Prospecting Finding new customers… Finding new customers… 1. 2. 1)Expiration month & state 1)Expiration month & state 2)Zip code or street name 2)Zip code or street name 3)Mailing or telemarketing list? 3)Mailing or telemarketing list? 1-2-3… 1-2-3… Easy as Easy as 3. 9
  • 10. Why Cole? • Timing is value. Where else can you get lists of homeowners in your area who’s policies are up for renewal by month? • We provide unlimited information. There are no hidden fees, contract or details in the small print. • Multi-Line leads create up-sell opportunities for bundled policies. Search results confirm homeowners with multiple cars and most lucrative homes rise to the top of the list. • Map more referrals. Pinpoint neighbors of your best customers by simply plotting points on a map. • Easy Exporting Options. Agents can export directly to labels, Excel and major carrier exports. 10
  • 11. Jump Start Your Sales! • Customer care advisors: 800-283-2855 Monday-Friday 8 a.m.-5 p.m. CST 11
  • 12. 12
  • 13. Benefits • Just in time leads for direct mail and telemarketing. • Expiring homeowner policy leads plus: • auto/referral/commercial/condo owners/life • Unlimited searches and downloads. • List flexibility and compatibility. • Mapping tool to pinpoint customers/prospects by street/zip. • Dedicated coaching team. • Complimentary product and marketing webcasts and on-demand videos. 13

Notas del editor

  1. The National highway Traffic Safety Administration (NHTSA) estimates in 2011 there were 212 million drivers http://www.nhtsa.gov/nhtsa/Safety1nNum3ers/august2013/Issue5/9723_S1N_Aug13_Iss5_problem.html Why? They’re settled and now have the opportunity to research their insurance when they purchased their home. In other words, they’re thinking about what’s best for their needs, shopping around & are willing to switch carriers—you can tailor your message directly to that individual. We suggest talking them before they renew 60-90 days in advance