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Paul Sanfilippo

Hi, I'm Paul Sanfilippo. Welcome to my profile!


Paul Sanfilippo's Practice: We are the first and only "Insurance Marketing & Service Organization" committed to providing our producers with industry Technology, Infrastructure SEO, Social Media & Networking services and solutions built for Agents to deliver directly to consumers. Our T.I.N. C.U.P. Strategy allows your agency to compete with the largest institutions in the market place. This process (Technology Solutions, Integration of Staff, Networking of Advisor Groups, Carrier Compensation, Underwriting Expertise, Product Portfolio) is the only complete profit chain model in the industry. We sold 20,000 insurance polices directly to consumers in 2011. We Help Agents close the major black holes in the agency's practice. Website Lead Capture & Conversion Marketing Automation Plan E-Application, E-Signature, E-Delivery Integrated Case Management Up-Sell/Cross-Sell Process Replicating your best Client. Start implementing Website Quoting Tools and Email auto responders for Life, Annuities, DI, LTCI, Health & Med Supps. We will help you Implement your Marketing Automation Plan into your practice that allows you to stay relevant to your customers. Streamline the application process with technology. Integrate a highly developed management team in your daily practice at no expense to the Agency. Round out your business and retain more clients by adding additional products in their portfolio. Devise a Loyalty Ladder approach by replicating your best clients in a step-by-step system to refer you to type of clients your company is trying to attract. My Goals: Demonstrate management expertise by analyzing your business processes, identifying weaknesses, and developing innovative solutions to accelerate opportunity. My focus is to understand and assess your business processes while recommend new products and services that are meaningful to your companies ROI.

Paul Sanfilippo's Background

Paul Sanfilippo's Experience

Vice President of Sales & Marketing at CPS Insurance Services

February 2010 - December 2010

Director of Insurance Sales at Crump Insurance

June 2004 - October 2009

Responsible for generating and delivering advances sales concepts and acquiring new clients generating over 7 million of target premium yearly.

Independent Financial Advisor and Broker at Ameritas Investment Corp

February 2000 - June 2004

Underwriter/Loan Officer at Ameriquest Capital Group

July 2003 - April 2004

SR. Financial Advisor at Foresters

September 2001 - April 2003

SR. Financial Advisor & Operations Analyst at Fleet Bank

December 2000 - August 2001

Financial Advisor at Morgan Stanley Smith Barney

December 1999 - January 2001

Financial Advisor at MetLife Financial Services

June 1998 - February 1999

Strategic Business Consultant/Brokerage Director at Pinney Insurance Center, Inc

January 2011

We are the first and only "Insurance Marketing & Service Organization" committed to providing our producers with industry Technology, Infrastructure SEO, Social Media & Networking services and solutions built direct for the consumer. We sold 20,000 insurance police directly to consumers in 2011. We Help Agents close the 3 black holes in the agency's practice; Website Conversion, Up-sell/Cross-Sell process & Becoming more Referable. Start implementing Website Quoting Tools For Life, Annuities, DI, LTCI, & Med Supps. Implement your a Marketing Automation Plan into your practice and stay relevant to your customers. Replicate your best clients on an ongoing basis have them introduce you to the clients that fit the profile.

Paul Sanfilippo's Education

Santa Monica College

1996 – 1997

General Ed


MiraCosta College

1993 – 1996

General Ed

Concentration: Psychology


Palomar College

1992 – 1994

General Ed

Concentration: Education


Long Island University, C.W. Post Campus

1991 – 1992

General Ed

Concentration: Education


Paul Sanfilippo's Interests & Activities

Soccer, Lacrosse, Coaching, Traveling

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