Sales and Recruitment
Mergers and Acquisitions
Acquisition and new producers to complement P&C footprint (NYC, Long Island, New Jersey, CT)
Producer recruitment by market segment in Buffalo and Rochester
Focus on small to mid-size employee benefit agencies
Leverage Market Segment
Continue to be a market leader in specialization
Select Market
- Lawley Marketplace (LMP)
Enterprise Market
- LMP, Captives, Trusts, Underwriting and Rate Validation, Compliance/HCR
Key Market
- Health Management, Milliman, Self- Funding, Trusts, Data and Reporting, Compliance/HCR
Lawley Courier Advisors
- Cross-selling, Larger Plan Sizes, Expanded Marketing
Lawley Marketplace
Marketing and Branding
Internal Support Structure
Lawley Marketplace Producers
Innovative Product Offerings
Healthcare Reform and Change
2015 Large Group Employer Mandate (100+)
2016 Large Group Employer Mandate (51+)
2016 Small Group Changes: 2 to 100
2018 Cadillac Tax
Defining our role:
Defending clients from penalties
Audits by DOL and ERISA
Self-funded clients
Should we be involved in:
- Tracking subsidies
- Individual Market
Financial
Top line growth must be strategic and measured
Focus on operational profit
Carrier Reporting
Strategic Carrier meetings
Cultivate Carrier relationships
Client Relations
GOAL!
Vision 2020
The road ahead
Focus on Organic Growth
Retention and Engagement
New Producers
Salesforce / Qlickview
Mentoring Program
New Business
LMP Sales Manager
Select Market - Develop plan to respond to changing regulations
Refine and Utilize Capacity Tool
Retention and Engagement of workforce
Maintain emphasis on cross-selling
Provide Education and Training (LBU)
Vision 2020 Goal = $31,000,000
What does that mean to you?
What does that mean for you?
The ability to expand Lawley Benefits Group by
40 Staff and 15 Producers
More People!!!
More Opportunity
for Growth and Advancement
More Special Events!!!
31
More Space!!!
What is the Difference Between
3% Growth and 10% Growth?
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