BELUS
GROUP
PARTNERED WITH PACIFIC CREST SERVICES
​
OWN MORE THAN YOUR AGENCY
​
WHY WE WALKED AWAY
NO STABILITY
OF COMPENSATION
WE WERE SICK AND TIRED OF THE COMMISSIONS CONSTANTLY CHANGING AND THE GOAL POST BEING MOVED
OUTDATED SYSTEMS THAT
DON'T WORK
THE SYSTEM WAS ALWAYS BROKEN AND NEVER WORKED
NO POTENTIAL
TO GROW & EXPAND
WE COULDN'T EXPAND INTO MORE LOCATIONS OR BRANCH OUT INTO OTHER STATES
NO WAY TO COMPETE
WITH ONLY ONE OPTION
INDEPENDENT AGENTS AROUND US WERE CLOSING WAY MORE BUSINESS THAN US BECAUSE THEY HAD MORE TO OFFER
LIMITED TO NO
SUPPORT AND HELP
THERE WAS VERY LITTLE SUPPORT FROM THE COMPANY AND WE FELT LIKE WE WERE ON AN ISLAND
NO CONTROL
OVER MY BUSINESS
ALL WE OWNED WAS EQUITY IN OUR BUSINESS AND HAD NO CONTROL OF OUR DESTINY
NO SHARED EQUITY
IN THE COMPANY
THE ONLY THING WE SHARED WITH THE COMPANY WAS A COMMON BRAND AND NOTHING ELSE
OUR PLATFORM
RESULTS
RESULTS
REVENUE STABILITY
STABILITY COMES FROM BEING A BELUS MEMBER
COMMISSION SELECTION
WORK WITH THE CARRIERS THAT PAY THE MOST
CONSISTENT BENCHMARKS
HITTING THE BENCHMARKS IS EASIER AS A GROUP
ENHANCED COMPENSATION
MORE PREMIUM AS A GROUP MEANS HIGHER COMPENSATION FOR ALL
PROFIT SHARING
LOWER REQUIREMENTS AND HIGHER COMPENSATION AS A GROUP
RESULTS
EFFICIENCY
TURNKEY SYSTEMS
HAWKSOFT
CLIENT MANAGEMENT SYSTEM
EZLYNX
COMPARATIVE RATING SOFTWARE
POWER BI
ANALYTICS DASHBOARD
YOUR
AGENCY
MICROSOFT
EMAIL & CALENDAR
WEBSITE
YOUR OWN BUSINESS WEBSITE
SOLUTIONS
FOR GROWTH
RESULTS
SCALE AND GROW YOUR PRACTICE
PRODUCTS
PERSONAL LINES
COMMERCIAL LINES
LIFE & ANNUITIES
​
BELUS BENEFITS
​
BELUS WEALTH MANAGEMENT
MULTIPLE LOCATIONS
IN STATE OR OUT OF STATE
PRODUCERS
INTERNAL & EXTERNAL
RESULTS
CHOICE FOR YOU AND YOUR CLIENTS
UNLIMITED OPTIONS
UNLIMITED OPTIONS EQUALS HIGHER WIN RATES AND CONTROL TO SELL THE PRODUCTS THAT YOU WANT TO SELL WITHOUT THE THREAT OF EARNING LESS COMMISSION OR MISSING A BONUS
EXAMPLE
AVG. PREMIUM PER HH: $2500
CAPTIVE AGENCY
AVG. COMMISSION: 10%
AVG. COMMISSION PER HH: $250
AVG. MONTHLY QUOTING ACTIVITY: 100 HH
AVG. WIN RATE: 20%
TOTAL HH CLOSED PER MONTH: 20
GROSS MONTHLY COMMISSION: $5,000
AVG. COST PER LEAD: $35
RETURN ON INVESTMENT: $215 / 86%
INDEPENDENT AGENCY
AVG. COMMISSION: 15%
AVG. COMMISSION PER HH: $375
AVG. MONTHLY QUOTING ACTIVITY: 100 HH
AVG. WIN RATE: 50%
TOTAL HH CLOSED PER MONTH: 50
GROSS MONTHLY COMMISSION: $18,750
AVG. COST PER LEAD: $35
RETURN ON INVESTMENT: $340 / 90%
RESULTS
LEVERAGE
HAVING PEOPLE ON YOUR TEAM TO DO THE HEAVY LIFTING FOR YOU
SALES SERVICE RELATIONSHIPS
WHERE YOU FOCUS YOUR TIME AND MONEY
GIVING YOU BACK YOUR TIME CURRENCY
YOUR
AGENCY
WHERE WE FOCUS OUR TIME AND MONEY
ACCOUNTING & COMMISSIONS
TRAINING & DEVELOPMENT
CARRIER AUDITS & COMPLIANCE
CARRIER APPOINTMENTS
DATA & ANALYTICS
TECHNOLOGY & SYSTEMS
ERRORS & OMISSIONS
LICENSING & REGISTRATIONS
RESULTS
TRUE OWNERSHIP
MEANS YOU HAVE CONTROL OF YOUR DESTINY
COMPANY BUYOUT
EXERCISE YOUR RIGHT TO SELL YOUR AGENCY BACK TO THE COMPANY FOR CONTRACT VALUE
SELL PRIVATE PARTY
EXERCISE YOUR RIGHT TO SELL YOUR BOOK TO ANY PRIVATE PARTY INSIDE OR OUTSIDE OF THE BELUS GROUP
ANNUITIZE YOUR BOOK
TURN YOUR AGENCY INTO AN ANNUITY BY SELLING IT OVER TIME AND TRANSFERRING THE AGENCY WHEN YOU PASS AWAY
TRANSFER YOUR CONTRACT
TRANSFER YOUR CONTRACT TO A BUSINESS PARTNER OR FAMILY MEMBER OF YOUR CHOICE
LEAVE YOUR LEGACY BEHIND
LEAVE YOUR AGENCY BEHIND TO BUILD GENERATIONAL WEALTH FOR YOUR FAMILY
RESULTS
SHARED BELUS EQUITY
OWN MORE THAN JUST YOUR BOOK
OVER THE LAST FEW DECADES SEVERAL INDEPENDENT GROUPS AND CAPTIVE COMPANIES HAVE GONE PUBLIC OR HAVE SOLD OUT TO PRIVATE EQUITY. ASK YOURSELF THESE QUESTIONS.
QUESTIONS
-
HOW MUCH DID THE AGENTS THAT BUILT THOSE COMPANIES MAKE FROM THOSE TRANSACTIONS? >EXAMPLE
​
-
WERE THE AGENTS EVER OFFERED OPTIONS TO PURCHASE STOCK AT A LOWER COST BEFORE THE COMPANY WENT PUBLIC? >EXAMPLE
​
-
HOW MUCH DID THE OWNERS AND CEO'S MAKE OFF THE BACKS OF THEIR AGENTS? >EXAMPLE
​
COMPENSATION
COMMISSION
SPLITS
-
$0-2MM / 80%
-
$2MM - $3MM / 85%
-
$3MM + / 90%
PROFIT SHARING SPLITS
-
$0 - $100K / 0%
-
$100K - $200K / 50%
-
$200K - $400K / 60%
-
$400K + / 70%
INVESTMENT
$5,000
INITIAL INVESTMENT
ONE TIME INVESTMENT DUE AT CONTRACTING
$350
MONTHLY FEE
RECURRING MONTHLY MEMBERSHIP FEE