| MONA CARPENTER
Mona Carpenter is
President and Founder of Marketing Systems Limited, located in Dallas, Texas USA. Marketing Systems Limited was established in 1986 to assist independent insurance
agencies and banks develop, enhance, and modify their agencies prospecting, sales, and marketing efforts. Marketing Systems Limited helps sales people maximize
their sales activities and gives management the tools to mentor their sales team to develop a quality production team. Mutual goals are achieved by putting in place
a creative approach that is monitored and managed.
Ms. Carpenter obtained a bachelor degree from the University of Nebraska. She graduated with a major in Consumer Affairs and minors in both Marketing and
Economics. Following college she entered the insurance industry working for an independent agency in Nebraska. There she assisted in the development of one of
the first sales centers in the country, in addition to sales management and selling large commercial accounts.
She became sales manager at the age of twenty-seven and developed a process that focused on relationship selling rather than price comparison. The process was
structured so that the prospect, agency, and producer worked together to build long-term managed relationships. Ms. Carpenter also trained the sales team and sales
coordinator to work as a well-defined team. She taught them current methodologies to prospect, write, and retain commercial accounts. The coordinator learned
techniques to assist the sales team by setting prospect and client appointments. With these tasks left to others, the sales staff was then able to spend the
majority of their time in face-to-face sales situations, doing what they did best, selling. The sales process soon became a sales activity center that monitored
carriers, industry groups, geographic locations, and production staff. Implementation of Ms. Carpenter's ideas improved the sales team's close ratio by more than
seventy percent.
Ms. Carpenter has worked with and continues to assist hundreds of insurance agencies throughout the United States, Canada, and Australia. She helps them make
positive changes in their approach to selling. It is a humanistic model built on long-term relationships, not simply short-term financial gain. Her approach is to
work with each agency individually by meeting with the management team - examining strengths and weaknesses and developing targeted strategies that will maximize
their sales staff, carrier relationships, and geographic region.
Ms. Carpenter has consulted with many insurance carriers to develop better training for their agency force, performed marketing research, and training for their
sales staff. Mona also has developed program business (traditional and alternative) for industries that typically have difficulty finding quality coverage at an
affordable cost.
In addition to consulting, Ms. Carpenter has authored many articles and consistently addresses thousands of agents and principals in her numerous speaking
engagements.
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