#Committed2 You

How we can help you grow your brokerage business

by Melanie Carter on February 2, 2017

The beginning of the year is a great time to review your business strategies and explore improvement opportunities. Whether you believe in resolutions or not, making a list of action items can help you achieve your goals in 2017—and we’re here to help. See how our ExamOne Superior Solutions has tailored our offerings to meet your unique brokerage needs.

Resolution #1: Process business faster
Applicants are driving this demand and you probably want faster commissions too. We can help you discover ways to decrease turnaround time throughout the insurance underwriting process. Find out how our flexible scheduling options can reduce cycle time by 30-40% and lower APS turnaround time to just 7.2 days.

Resolution #2: Increase agency productivity
Everyone wants to spend more time prospecting and less time with administrative work. Partnering with ExamOne Superior Solutions equips you with another case manager at no cost to you.

Watch our short video
on how our tailored service for brokerages can increase your productivity.
We are integrated with the industry’s most popular agency management systems. Integrating with these systems and technology partners provides seamless connectivity for order placement, tracking, and paperwork imaging.

Resolution #3: Create the best experience for applicants
The more your clients understand insurance and the application process, the more value they’ll see in your services. Guide your applicants to  MyExamOne.com to prepare for the life insurance exam, review their laboratory results, and participate in our applicant exam experience survey.

Resolution #4: Grow the brokerage business
ExamOne is committed to supporting the success of your business—from start to finish. Incorporating ways to expand your business and continue your professional training are important parts of any successful business.

Did you know we offer life insurance leads and discounts for online training and licensing exam preparation? You can even earn insurance leads for free.

Our team’s resolution (meet our team) this year is to continue to tailor our services to meet your needs and help you achieve your own goals. No exam is more important to us than your applicants’. We are committed to helping you grow your business with streamlined processes so you can be more productive. Feel free to contact our dedicated team for more information.

Let us be your extended new business team

by Katie Palka on February 1, 2017

Our Brokerage Sales team is committed to growing your business and the applicant’s experience. We look forward to working with you and your organization this year. Feel free to contact our dedicated team for more information.

 

Melanie-headshot-cropMelanie Carter | Vice President, Sales

Melanie has been an active professional in the insurance industry, servicing the paramedical needs for brokerage and home office clients for over 20 years. Since ExamOne’s acquisition of Superior Mobile Medics in 2015, Melanie oversees the Distribution, IMO/Brokerage and Direct Market sales channels. Melanie has held a variety of positions in her tenure, including COO and Sr. VP of Sales and Marketing. Since transitioning into her current role, Melanie works closely with the executive team on current company objectives and strategic planning as well as leading the sales team to achieve their goals. In her free time, she enjoys her grandchildren, traveling and outdoors adventures with her family.

 

Brian-croppedBrian Barnes | Strategic Account Executive

Brian has over fifteen years’ experience in the life insurance space, working for premier data collection and software vendors. This involvement combined with almost a decade of producer experience as a financial advisor, specializing in wealth management, estate and retirement planning brings unique insights to his clients. In his free time, Brian enjoys running, reading and catching up on his favorite series on AMC.

 

 

 

Deanna-headshotDeanna Havard | Strategic Account Executive

Deanna studied marketing and business management at the University of Phoenix and proceeded to work in the underwriting medical fulfillment industry in sales. She is passionate about providing a concierge level service to her nationwide clients. When not helping clients, Deanna captures memories of family and friends through photography.

 

 

 

beth

Beth Millay | Strategic Account Executive

Beth joined ExamOne in 2013 as a Producer sales representative in Overland Park, KS before expanding her sales responsibilities. She has worked with multiple channels learning in the industry and is a professional resource for our broker community. Beth graduated from the University of Missouri Columbia with a Bachelor of Arts in English and Political Science. Her team attitude comes in handy on the court as a volleyball coach.

 

 

Meg-Rose-CroppedMeg Rose, FLMI | Strategic Account Executive

Meg has worked in various education, product development, sales and marketing roles over the span of her career, including the industry associations of LOMA and NAILBA. Meg has professional relationships with many carriers, technology firms, as well as hundreds of brokerage clients and direct marketers in the independent distribution channel.  Meg holds her FLMI designation, a Bachelor of Arts in History and an MBA in E-Business. Always a Minnesotan at heart, she now lives and works in Redondo Beach, CA.

 

 

AndrewSutton-headshotAndrew Sutton | Strategic Account Executive

Since starting with ExamOne nine years ago as a Producer sales representative, Andrew has held various sales roles. His experience in working with multiple channels gives him valuable insight into client solutions that will improve their business and the applicant’s experience. Now Andrew works directly with brokerages across the country helping them increase their placement ratios. When not working, he can be found golfing or kayak fishing in La Jolla, CA.

 

 

 

morganMorgan Van Lare | Strategic Account Executive

Morgan started with ExamOne in 2012 as a Producer sales representative in the Rochester, NY office before she began supporting our large national accounts. Morgan has had the chance to work closely with many carriers, and technology firms, as well as hundreds of brokerage clients and direct marketers in the independent distribution channel.  Morgan graduated from Canisius College with a Bachelor of Arts in Psychology. In her free time, she enjoys animal rescue fostering, downhill skiing & practicing yoga.

 

 

 

Nate HastoNate Hasto | Strategic Account Representative

Nate Hasto is one of the newest brokerage sales team members. He began his career with ExamOne as a sales intern Nate has a passion for building lasting relationships and a desire to provide one-of-a-kind service. He graduated from SUNY Brockport with a Bachelor of Arts in Marketing. When not winning awards like the ExamOne “Fast Start” award to new employees making a positive impact, he enjoys winning on the golf course.

 

 

 

Lauren HungLauren Hung | Strategic Account Representative

Lauren has been with ExamOne for six years marketing to producers in Hawaii. Recently she joined the brokerage sales team in addition to her existing responsibilities. Her strong business relationship skills has helped her transition successfully to new role. She enjoys helping clients with our solutions. Taking care of her clients and a toddler keep her busy.

 

 

 

Your dedicated Account Representative

You’ll know their name by heart. At ExamOne Superior Solutions, you will have access to a trusted and dedicated account representative who supports all of your business throughout the country and will work closely with you on any special cases. You are assured a consistent experience for your clients, giving you peace of mind that your business will be processed professionally and accurately.

2015 Producer Rep of the Year awards

December 15, 2016 #Committed2 You

At ExamOne, our employees are committed to being a premier service provider to life insurers, while creating a positive experience for those taking the important step of protecting their families with life insurance. Each year, we recognize the hardworking employees who have been leaders in demonstrating this commitment. Lauren Davis | 2015 Producer Rep of the […]

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Reaching more people with real reasons for life insurance

December 8, 2016 #Committed2 You

This year, our marketing team displayed their commitment to increasing life insurance awareness by using our various platforms to share our message. Our real-reason stories were told by individuals who each had a life changing milestone that encouraged them to explore life insurance options. We shared personal stories of newlyweds, new parents and first-time life […]

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Committed to Canada

November 8, 2016 #Committed2 You

ExamOne has been the life insurance industry’s laboratory for more than 40 years. Although based in the United States, ExamOne is proud of our extensive, yet still growing, Canadian presence. In order to fulfill our commitment to the industry, we provide our international market with comprehensive testing and unmatched customer service. Our dedicated staff ensures […]

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Recognizing our customer service champs

October 6, 2016 #Committed2 You

This week at ExamOne, we’re celebrating Customer Service Week to recognize the ExamOne Customer Service Group (CSG) and their commitment. The ExamOne CSG is made up of 52 team members in Lenexa, Kan., and 78 team members in San Diego, Calif., and each of them are committed to providing the highest levels of customer service […]

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2015 District Sales Manager of the Year

October 3, 2016 #Committed2 You

At ExamOne, our employees are committed to being a premier service provider to life insurers, while creating a positive experience for those taking the important step of protecting their families with life insurance. Each year, we recognize the hardworking employees who have been leaders in demonstrating this commitment. The 2015 District Sales Manager of the […]

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See the need for life insurance awareness and personalization

September 30, 2016 #Committed2 You

This month we celebrated Life Insurance Awareness Month. We are committed to helping the 40% of Americans who do not have life insurance understand the impact life insurance can have on a family as well as make the process easy for them once they make that decision. Additionally, we wanted to use Life Insurance Awareness Month as […]

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September marks Life Insurance Awareness Month

August 29, 2016 #Committed2 You

September is designated as Life Insurance Awareness Month. This campaign was initiated by Life Happens, a nonprofit organization whose mission is to “inspire the public to take personal financial responsibility through the ownership of life insurance and related products.” According to the 2016 Insurance Barometer study, 40% of Americans still do not have any life insurance […]

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More options = happier applicants!

August 16, 2016 #Committed2 You

Providing applicants with choices and convenience Your applicants made an important decision to protect the ones they love and we want to make the application and examination process as quick and easy as possible. ExamOne is the only paramedical company that offers your applicants the convenience of real-time appointment scheduling and a choice between the most […]

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