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Transcript of Vision 2020
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
- Lawley Marketplace (LMP)
- LMP, Captives, Trusts, Underwriting and Rate Validation, Compliance/HCR
- Health Management, Milliman, Self- Funding, Trusts, Data and Reporting, Compliance/HCR
Lawley Courier Advisors
- Cross-selling, Larger Plan Sizes, Expanded Marketing
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
Should we be involved in:
- Tracking subsidies
- Individual Market
Top line growth must be strategic and measured
Focus on operational profit
Strategic Carrier meetings
Cultivate Carrier relationships
The road ahead
Focus on Organic Growth
Retention and Engagement
Salesforce / Qlickview
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
for Growth and Advancement
More Special Events!!!
What is the Difference Between
3% Growth and 10% Growth?