HOOPINSURE PROCESS SOFTWARE

powered by B-File™

Customized by HPN University, Hoopinsure is a world-class training platform for Financial Representatives and Multi-line agency owners integrated with a cloud-based SAAS process software system powered by B-File™! This proven process, combined with training modules of HPN University, will create endless opportunities for your agency!

B-File’s™ Automated Risk Assessment Calculator helps multi-line agency owners uncover more P&C opportunities and Life insurance needs when assessing the limits of liability.

WHAT IS IT

An award-winning sales effectiveness program with proven results in increasing advisor productivity and retention.

20%

Increase Premiums

MULTI-LINE

For Property & Casualty agents wanting to pivot to the life and financial services conversation.

27%

Expand Clients

TRUSTWORTHY SELLING

More than 5,000 financial representatives have grown their personal productivity after attending Trustworthy Selling.

31%

Grow Policy Counts

The Process

create the profile

Use the Risk Assessment Calculator to help determine the customers’ Limits of Liability on all of their household P&C items identified in the system.

15-day follow-up call

Send the profile to the agency’s point person to have a scripted “Thank You” call with every New Business and Renewal customer.

life or retirement intro

Document the outcome of your Life or Retirement introduction with the customer.

YOU ARE DONE

You have now created a more trusting relationship with your customer that will result in uncovering more P&C cross-sell items and Life or Retirement opportunities!

HOOPINSURE BIG DATA

Administrative dashboards have been pre-designed to fit your enterprise data reporting needs.

Large, multi-line and financial services enterprises can now have a platform in real-time that will take the big data analytics from the Hoopinsure System and catalog opportunities by individual customers. HOOPINSURE provides the enterprise with customized reporting to identify and catalog every sales opportunity uncovered in the client’s household.

training

ENTERPRISE IMPLEMENTING STRATEGIES

exporters Hoopis Performance Network. The #1 online education content library for financial services and multiline enterprise.

  • Video on-line training
  • HPN university customized on-line education
  • Live training with Hoopinsure process specialists
  • Train the trainer training
  • Live group presentations

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