New UBA Stop Loss Partner Marketing Package!
UBA, in conjunction with Strategic Partner Sun Life Financial, has made available a NEW stop loss marketing package for Partners.
Are you interested in sharing information with clients and prospects regarding stop loss and self-funding? Do you need support materials to pique their interest and position you as an expert? If so, then the stop loss marketing package campaign may be just what you need to jump start some one-on-one stop loss activity for your Partner Firm. This campaign includes four communications that you can send from your agency via the UBA marketing portal AdEase, or from your personal email or letterhead. The messaging includes:
- What is stop loss, offer a benchmark report
- Three key decision points to self-funding, offer playbook
- Experience Rating Refund: get rewarded for your good experience
- UBA coalition offer
Best Practices to Consider
We recommend that you spread this campaign out over six weeks.
- Week #1: Send communication #1
- Week #2: Send communication #2
- Week #3: Make personal follow-up calls; see if there is interest in more info, the benchmark, or the playbook
- Week #4: Send communication #3
- Week #5: Send communication #4
- Week #6: Make personal follow-up calls; offer more information; ask to quote business as appropriate
| Communication | Attachment | Offer | ||
|---|---|---|---|---|
| FC_SL campaign-email on self funding-b_FINAL.docx |
|
|
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| FC_SL campaign- letter on self funding_FINAL.docx | Self-Funded Playbook: Request from your local Sun Life Stop Loss sales rep | |||
| FC_SL campaign email on ERR_FINAL.docx | ||||
| FC_SL campaign email on fact sheet_FINAL.docx | GSLFL-136CC Stop Loss Fact Sheet.PDF (SLPC 24937) | Quote with your local Sun Life Stop Loss sales rep |
Access AdEase here. To find your login information, visit the Wisdom Network > Sales > Branding & Marketing > AdEase.
This proprietary and unique stop loss coalition is designed to help UBA Partners strengthen their self-funded business and to help clients better manage costs. The program is currently being used by approximately 52 UBA Partner Firms for 132 clients, and has provided these clients with $13.8 million in client refunds.
To find out more about how you can reap the financial rewards that many of your peers have discovered, visit the UBA Wisdom Network (Sales > Stop Loss > UBA Stop Loss Coalition), or contact Terri Rainge, UBA Underwriting Practice Leader, via email trainge@UBAbenefits.com or call 317.705.2441.
For marketing package information, contact Amber Dickensheets, Business Development Senior Consultant atSun Life Financial amber.dickensheets@sunlife.com.
