Lumbermens Life Agency, Inc. (LLA, Inc.)
www.thelifeagency.com
18-1 E. Dundee Rd., Suite 200
Barrington , IL 60010
Contact: Mark G. Nelson, President & CEO
Phone: (800) 752-0074
FAX: (866) 248-0201
lgrove@llainc.com

Percent of business in Illinois by line:

Life & Annuity: 100%

Are you currently appointing new agents? Yes

What type of agency is your company looking for? Multi-line licensed agent or life agent who has clients interested in protecting ones income, assets and estate in the event of death.

What are your premium volume requirements? (In profit sharing? In life?) There are no premium volume requirements

Are you currently doing any niche-marketing program? Our market is low cost term life, no-cost term life, to-age 100 life, mortgage term, estate preservation and supplemental cancer, accident and emergency health insurance.

What is your company’s most aggressive line of business? Our market is low cost term life, no-cost term life, to-age 100 life, mortgage term, estate preservation and supplemental cancer, accident and emergency health insurance.

Do you use credit scoring? New agents are checked and new applications are underwritten involving background investigations including credit checks.

What methods do you use to distribute your insurance products? Independent agents

What do you think makes your company different, or stand out from all the rest in Illinois ? Why would an agent want to contract with your company? We specialize in assisting multi-line agents secure a more lucrative business writing multi-lines with their clientele. We are fully automated in regard to the pre-sale quoting and underwriting status process. We are available to conduct sales seminars and training.

If we had agents agree to sell homeowners policies with actual cash value endorsements, would you write more business in southern Illinois ? Not our market

Please list your Marketing Representatives and the territory they cover:

Jeff Achtstatter, the entire state of Illinois , 1-800-752-0074 x3057

Do you plan on retaining your current profit sharing agreements? Not currently participating

Do you offer the ability for agents to integrate third-party reports into their comparative rating process? N/A

If not, do you have plans to do so? Please list estimated timeframe of when this capability will be available for Illinois agents? N/A

Do you provide rates and assistance to comparative rating vendors? What kind of assistance? Yes, in person, via telephone and via secured web site access.

Do you work with comparative rating vendors to improve accuracy? N/A

What is your current real-time rating strategy? N/A

Do you provide an agent facing website for your agent’s reference? N/A

Do you offer the ability to quote and/or issue new business? Yes

Which lines? Life

Can the transaction be bound online? No

Can your agents service in-force policies? Yes

Which lines? Life

Describe the service transactions available: In person or on-line

Do you publish agent manuals and policy forms on-line? Yes

Do you have upload? No

Do you support policy download? No

Do you support direct bill commission statement download? Yes

Which agency management systems do you work with? N/A

Live Systems? Yes, real-time systems

Do you support real time service for inquiry? No

Do you have real time endorsement capabilities? No

Do you support Transformation Station, Transact Now or other technologies? No

Is this technology available today? No

 Is it in development? No

Please outline the top 3 technology initiatives your company will be implementing to benefit agency workflows, and describe how these initiatives will benefit the agency.

1. Developing one-page life insurance application with multiple carriers. This is in place with 3 carriers today, more to follow shortly.

2. We are making the sales and underwriting process simple for the sales person.

3. Developing automated sales material distribution for agents.