THE SLOCUM AGENCY, INC.

ESTABLISHED 1949

• George Slocum
• Entrepreneur
• Visionary
• Goal oriented
• Belly to belly, kitchen table Insurance man

BELIEFS

• Goal - “one a day”
• Commitment - sole focus
• Never say die - failure was never an option
• Fire in the belly
• Grew the Agency 1 policy at a time

BOB SLOCUM, CPCU, CIC

• Came into the agency in the 1970’s
• Achieved his CPCU & CIC
• Rose through the chairs of all state and national Insurance trade organizations
• Became a highly recognized industry expert on many levels teaching accross the country
• Focused his efforts on industry & admin

PHIL SLOCUM, CIC

• Came into Agency in the late 1970’s
• Achieved his CIC designation
• Focused his career & Education on both Insurance and Real Estate
• Marketing/sales oriented
• Community commitment
• Multiple board service throughout community
• Cheif Operations Officer

HAZEL SLOCUM, GRI

• Hazel Slocum
• Started our Real Estate division with Phil in 1977
• Passionate about Real Estate
• Strong previous sales background
• Laid the foundation of what we have today

NOW A THIRD GENERATION AGENCY

• Nick and Chris joined in 2008 out of college
• Few Agencies/less than 12% of Family Businesses ever achieve a “third generation” and we’re extremely proud of this rare accomplishment

NICK SLOCUM, CIC, EPro

• Vice President Sales & Marketing
• Focused on the marketing and sales throughout the entire company
• One of the youngest to achieve his CIC designation
• Founded the first Real Estate “team” in company history - The Nick Slocum Team
• Duly licensed and active owner in all facets of the company operations, management & focus

CHRIS SLOCUM CIC

• Vice President - Administration
• Focused primarily on systems, technology and day to day operations in Insurance division
• One of the youngest to achieve his CIC designation
• Duly licensed and active owner in all facets of the company operations, management & focus
• Expert in our Ezlynx Client Management System

OUR TEAM

THE SLOCUM FAMILY

• We are blessed with amazing talent
• Our organization is built on highly trained, motivated, fun people who are 100% dedicated to providing superior service to our clients

BOB ANTONACCIO, CIC

• Over 40 years experience in the Insurance industry
• Expert in all aspects of insurance sales
• Primary focus is small/medium sized business accounts
• Famous for “leaving nothing on the table”

BROOKE AMARAL & JESS SALEMA

• Muffin and Bagel ❤️❤️
• Two of the finest insurance account representatives in the industry
• Tremendous client relationship skills
• Advanced training/technically superior
• Brooke Senior Commercial Account Representative
• Jess Senior Personal Lines Account Representative

ENTER...ANDREW CLARK

• Newest addition - May 2018
• Insurance Sales/Marketing
• Focus on Personal & Commercial Insurance Sales and bringing our systems and approach into the 21st Century
• Assisting in Building a Sales Team in Insurance Division
• Extensive Life Insurance Background

BOB “D” DEGREGORIO

• Been with us over 30 years
• Primarily Real Estate Sales/Management
• Office Bookkeeper responsible for all accounting tasks throughout compnay

JON TETRAULT

• Duly licensed Real Estate & Insurance
• Partner on the Nick Slocum Team in real estate
• Insurance role is primarily sales of Personal Lines coverages
• “Never say quit”...”no matter what”

OUR REAL ESTATE TEAM

• Adds love, laughter and commitment to excellence

CUSTOMER SERVICE PHILOSOPHY

• We must always not just meet but exceed our clients expectations
• We sell nothing they can’t buy elsewhere, probably cheaper
• Our customer service experience is all we really have to sell

OUR COMPANIES ARE OUR PARTNERS

• Those relationships are what it’s all about
• They control our availability of product
• We’re their front line underwriters, no blind writing, would you put your money on this acct?
• Relationship and trust are our hallmark
• We must produce quality and quantity to maintain markets
• Remember, they’ve never sold a thing to anyone so they often “just don’t get it”

And while we’ve been around since 1949 we’ve only just begun. Our focus is on tomorrow, on the future and being relevant and significant for decades to come.

LET’S TALK ABOUT THE TYPE OF AGENCIES OUT THERE

• Captive Agencies: Represents one single company...Amica, Allstate, Metropolitan (sort of) often on staff/in-house
• Direct Writers: Progressive (sort of), Geico both on street & 1-800 who cares
• Independent Agents: represent multiple carriers and try to match the carrier to the client for best products and pricing
• We are “agents” for the companies and “representatives” for the clients

THE WAY IT BREAKS DOWN

OPPORTUNITY

• Personal lines - that’s who we are, all products
• Commercial lines - essentially any non-franchised business, focusing on those accounts our primary markets are targeting
• Life insurance - countless opportunity
• Rounding of existing accounts
• Attraction of new outside business
• Digital marketing 2018 and beyond
• Ezlynx marketing

WHAT DOES THE INSURANCE DIVISION NEED...

WHERE ARE YOUR PROSPECTS

• Everywhere
• Your Spare tire list
• Existing account rounding
• Networking events - pressing flesch
• Cold call, direct mail, social media, digital, lead services, past purchases & sales, tracking closings
• TTP, TTMP
• Call in - last but not least
• Leave nothing on the table

WHAT ARE THE CHALLENGES

• Direct writers, on-line resources, commoditizing of business
• Company partners being difficult
• Having markets for coverage
• Maintaining your Positive Attitudeat All Times
• There’s always prospects, always opportunities, always the next call

OPPORTUNITY

• Absolutely Endless and without Limit
• How many people do you know who own cars? How many people do you know that own a home or rent an apartment?
• How many business’ do you pass on the street?