IAN - Glove Box Brochure

Bringing you closer to your clients than ever before

The Client Experience Platform for Independent Insurance Agents Houston, we have a problem...our clients are confused!

Where do they go when they need to?

Pay a bill Start a claim Find their policy docs Make a policy change General Communication Buy more insurance Why is this happening?

A distinct gap in app utilization for clients of IA's compared to internet & captive channels

What's the solution?

The Client Experience Platform A core system used by independent agents to maximize scalability

Simplify the Process • Front end sales • Post bind service • Cross-sell engine

How does it work?

Agency + Carrier = Connected The GloveBox technology aggregates all carrier systems into one agency branded platform • • • • • •

Direct Connection with carriers Access to actual ID cards and policy documents Direct carrier bill pay Direct carrier claims reporting Easy client login and navigation Automated client rollout with 5x the client adoption

GloveBox HQ - The Official Agency Dashboard Internal access to the Client Experience Platform • • • • •

Manage client/user lists, locations, and agent apps Manage client invites & unsubscribes Track valuable data Setup GloveBox for client Direct access inside each users account

Offers Your Clients Self-Service.

Like Never Before.

AGENCY PRICING To determine your monthly rate, about how many clients do you have?

Starter

Growth

Performance

1 - 500 clients

501 – 2,000 clients

2,001 – 5,000 clients

$150

$300

$450

per month

per month

per month

$99 onboarding

$299 onboarding

$299 onboarding

10% OFF WITH ANNUAL TERMS

10% OFF WITH ANNUAL TERMS

10% OFF WITH ANNUAL TERMS

Savings of $180

Savings of $360

Savings of $540

+ $39/MONTH PER AGENT OR LOCATION 60 DAY NOTICE OF CANCELLATION

Discount pricing available with IAN Association.

20% discount of whatever plan you choose.

Bringing you closer to your clients than ever before Learn More

Contact Information Management Team Mike Haller Chief Administration Officer – CAO mhaller@insuranceagencynetwork.com AIDCO – Hall of Fame Member

Office: (425) 553-1509 Cell: (425) 681-0996 Fax: (425) 868-2411

Eric Granberg Chief Operating Officer – COO egranberg@insuranceagencynetwork.com

Office: (425) 448-9191 Cell: (206) 300-5714 Fax: (425) 868-2411

Craig Phair Sr Vice President – Associate Development craig@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (541) 891-9551

Laurie Schuster Director of Operations and Finance lschuster@insuranceagencynetwork.com

Office: (425) 836-6372 Cell: (206) 853-5052 Fax: (425) 868-2411

Fax:

(425) 868-2411

Sales Team Ted Wease Eastern Region Sales Manager Twease@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (503) 998-9411 Fax: (425) 868-2411

Kim Simonian Western Region Sales Manager ksimonian@insuranceagencynetwork.com

Office: (425) 448-9190 Cell: (425) 836-6372 Fax: (425) 868-2411

P O Box 2393 Redmond, WA 98073 www.insuranceagencynetwork.com