Logan Wease

• Previous attempts to decrease customer acquisition costs had only delivered short-term results (~30 days). Determined to lower this metric by drastically, I led competitive analytics, which revealed Allstate’s rates were the most competitive in the industry and developed a more tailored marketing approach based on the data. This successfully lowered customer acquisition costs, and this strategy was adopted by other agencies within just 6 months of its inception.

• Agents were struggling to attain “Trusted Advisor” status, which frustrated Allstate leadership. I was hand selected by leadership to serve as Co-Chairperson on a National Advisory Board and provide perspective for the ELT. I facilitated SOW and collaborated with the ELT to develop the Trust Advisor Dashboard, which showcased target metrics from 8 systems. This centralized system was rolled out enterprise-wide and enabling accurate decision making, which led to higher close rates, growth in… Show more

• Agents were struggling to attain “Trusted Advisor” status, which frustrated Allstate leadership. I was hand selected by leadership to serve as Co-Chairperson on a National Advisory Board and provide perspective for the ELT. I facilitated SOW and collaborated with the ELT to develop the Trust Advisor Dashboard, which showcased target metrics from 8 systems. This centralized system was rolled out enterprise-wide and enabling accurate decision making, which led to higher close rates, growth in retention, and maximized clientele. Show less

• Close rates were unacceptable, and previous reversal attempts delivered dismal results. I devised a strategy to focus on value proposition selling. Over the next 90 days, I partnered with all licensed agents to craft customized value propositions. Within just 60 days, these new methodologies nearly doubled close rates, the highest close rate in the organization. This strategy has become SOP and Best Practice and empowers agents to secure higher close rates to bolster revenue for the agency.

• I spearheaded an initiative to acquire another business without traditional financing, which involved leading due diligence, negotiating terms, pricing, and the transition period. These efforts successfully acquired the business without a down payment. This eased liquidity, cashflow, and optimized revenue while enabling the purchase of other agencies, leading to it becoming one of the largest agencies in Virginia as a result.

• Complex contracts prohibit acquisition for most agents without expressed permission, so I developed an acquisition business plan to negotiate with selling agents and craft a deal that was productive for all involved parties. When I presented this to leadership and, I quickly won approval to execute. Over the next 7 months, this strategy secured the acquisitions of 3 other agencies, which nearly tripled sales from $2.8M to $7.6 and enabled a future acquisition. Today, I am regarded as an SME… Show more

• Complex contracts prohibit acquisition for most agents without expressed permission, so I developed an acquisition business plan to negotiate with selling agents and craft a deal that was productive for all involved parties. When I presented this to leadership and, I quickly won approval to execute. Over the next 7 months, this strategy secured the acquisitions of 3 other agencies, which nearly tripled sales from $2.8M to $7.6 and enabled a future acquisition. Today, I am regarded as an SME in agency sales. Show less

• We recognized that the customer onboarding process required improvements after being neglected for the previous 12 months. After investigating, my team and I crafted a Friends & Family promotion strategy and built the process and delegated execution. As a result, Friends & Family referrals became commonplace, which increased sales and reduced advertising costs within 4 months after implementation. This strategy was duplicated in the agency’s Financial segment.

• Organizational inefficiencies and high attrition resulted in revenue erosion, so I investigated and identified gaps, implemented resource, labor, role, and responsibility changes, and within a few months, these efforts reversed attrition 75%. This newly motivated and trained team exceeded yearly goals within the first quarter, and sales grew ~3X to $7.6M over the next 4 years. As a result, I was asked to speak at a National Forum to share this Best Practice with several hundred attendees.

• I identified an opportunity to increase client retention following successful sales. Despite customers receiving an extraneous amount of documentation upon a policy purchase, I identified the root cause and crafted new processes, designed to enhance the client experience, and induce referrals. This lowered customer acquisition costs and heightened the probability of a customer purchasing additional insurance lines. The agency became a nationwide leader in household bundling rates.

• Since 2014, the financial license pass rate has been 55%, and retaining key talent has always been a critical, industry-wide pain point. Over 18 months, I created and refined an innovative hiring strategy, complete with a training platform to ensure the success of new prospects regardless of experience level. I also targeted prospects and scheduled a multi-tiered interview process. Within a year, this strategy sourced 15 proactive turn-key employees that generated $1M+ in revenue and was… Show more

• Since 2014, the financial license pass rate has been 55%, and retaining key talent has always been a critical, industry-wide pain point. Over 18 months, I created and refined an innovative hiring strategy, complete with a training platform to ensure the success of new prospects regardless of experience level. I also targeted prospects and scheduled a multi-tiered interview process. Within a year, this strategy sourced 15 proactive turn-key employees that generated $1M+ in revenue and was adopted as SOP and was replicated by branches nationwide. Show less

• I also realized an opportunity to modernize and improve training to transform prospects into insurance professionals. Building upon best practices, I developed a completely new, innovative training platform from inception in 4 weeks. Over the next 6 months, this training program became SOP and Best Practice, shortened ramp-up periods, increased sales, and improved customer retention metrics. Wease Financial was recognized by Allstate as a top 3% agency and resulted me being recognized as an… Show more

• I also realized an opportunity to modernize and improve training to transform prospects into insurance professionals. Building upon best practices, I developed a completely new, innovative training platform from inception in 4 weeks. Over the next 6 months, this training program became SOP and Best Practice, shortened ramp-up periods, increased sales, and improved customer retention metrics. Wease Financial was recognized by Allstate as a top 3% agency and resulted me being recognized as an industrywide SME. Show less