Success Stories - Secure American Insurance

REGINA MARTINEZ COVER

A proven marketing system, it automatically sends out personalized messages to Regina’s clients for her. “Before, I was always spending money on marketing, but now, I don’t even market,” Regina said. “They send birthday cards, thank-you notes, and cross-sell messages for me every month. There’s quite a bit they have in place. When customers receive these messages, they tend to turn around and start sending me customers, so the business just comes.” Deliver outstanding service to retain customers and build your business. Regina also emphasizes the importance of building relationships, communicating with customers and working with them to find solutions, even in difficult circumstances. “My business is like my baby; I take it seriously,” Regina said. “When I had to start over from scratch, I was extremely careful. I didn’t reach out to any of my previous clients, not even my family. That’s a big no-no. Customers eventually found and contacted me, asking to quote their insurance. I’m a true believer that it’s not just the sale; it’s the service. That’s what made people seek me out and kept me in these relationships for so many years. They trust me because I’m honest. I tell them the truth, and we always find a solution. If I don’t know the answer, I’ll go to Caitlin, who always guides me and tells me what to do. I’m thankful for her because you don’t get that with other companies where you’re dealing with chat lines and not an actual person.”

and create additional revenue streams. As an independent agent, Regina found she had many options beyond the usual home, auto, and life insurance, including commercial insurance. While previously, she had a fear of selling commercial insurance, after a pilot called her during her first month to see if she offered pilot insurance, Regina was able to get over her nervousness. “I was always scared to go in the direction of commercial insurance,” she explained. “But then I started thinking of how many companies are out there and decided to investigate. I didn’t know much about it, so I started watching Secure American Insurance’s videos and reaching out to Caitlin. She walked me through what to do and made it quick and easy.” Plan for the future. Regina learned the hard way that it’s crucial to consider and understand what happens should you need or want to terminate your business due to illness, retirement, death, or for any reason. Be sure to find out what happens before you sign. Ask if you are allowed to pass your business on to a family member or sell your book of business for what you want when that time comes. Regina was forced to walk away from her previous business because the company terminated her agreement. In contrast, as an independent agent with Secure American Insurance, should she need or want to retire at some point, she has options, which include passing her business onto a family member or making arrangements to sell for an amount she feels is fair. “With big companies, they own their book of business, period,” Regina said. “With the captive insurance company I

previously worked with, you can sell your book of business to them or another agent, but you only walk out with maybe $10,000 on a book that’s worth much, much more. You’re not getting what it’s worth because they know these agents are desperate.” The Right Elements + A Company With A Successful Track Record + Time = A Winning Business Building your own insurance agency isn’t a get-rich-quick endeavor; it shines in developing a reliable, consistent source of income that builds month after month, year after year. While normally starting a business can feel overwhelming and scary, Regina has found a winning formula. Her journey with Secure American Insurance has been transformative. After initially feeling nervous about transitioning from a captive agent to an independent one, Regina found confidence and comfort. The key factors to her success are her ability to help more clients through many more options and taking full advantage of the support she received from Secure American Insurance. It’s like being in business for yourself but not by yourself. The comparison of writing 90% of her business versus the 35% she previously did indicates her growth and success. “When I started, I was scared because I did not know how I was going to market or how I was going to get customers,” Regina confessed. “But I realized I was comparing it to what I used to do, thinking I would have to spend $4000 a month on marketing. At Secure American, they hold your hand and walk you through everything. Caitlin gave me —continued on page 18

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