CHAMBERS PLAN ADVISORS AND YOU:
Working together to grow Chambers Plan and strengthen the chamber network
THE BASICS: WHAT IS AN ADVISOR?
Chambers Plan is an insurance product and therefore it must be sold by qualified and licensed representatives: Advisors.
Once you refer a current or potential member on ChamberPlan.ca/talk/refer, it's matched with a designated Advisor in your area. The advisor helps onboard these companies to your chamber as the group coverage is put into place.
NOT LIKE THE OTHERS...
Chambers Plan has built a unique distribution system that finds, trains, and retains high quality, competent Advisors who have a vested interest in growing the Plan.
These qualified advisors are given a pre-defined territory in which they promote and sell Chambers Plan.
This creates an exclusive network that helps build relationships between chambers and advisors. The ultimate goal is to deliver unparalleled service to you and your members.
WHAT DO CHAMBERS WITH THRIVING CHAMBERS PLANS HAVE IN COMMON?
A STRONG CHAMBER & ADVISOR RELATIONSHIP
Here are some proven best practices:
Position your Advisor as an extension of your team
Having your Advisor appearing as an extension of your chamber staff fosters a seamless member/client experience.
Keep your Advisor in the loop
Let your Advisor know when events are happening, especially new member orientations. Your Advisor can help promote your chamber and strengthen the relationships you both have with members.
Extend an invitation
Consider supplying your Advisor with links to virtual events, a booth at your tradeshow or tickets to after-hours mixers (online or in-person). Prospects can begin making contacts and this can help generate new members.
Provide an introduction
Provide your local Chambers Plan Advisor’s contact information, including their photo and agency’s logo, on your Chambers Plan landing page. Get in touch with your Advisor to source the materials you may need.