Engagement
Engagement is a critical part of the membership cycle as it is a continuous effort to connect members with the value membership provides and reinforces their purchase decision. To aid in reaching our overall membership growth goal, we want to increase participation in each of our key member engagement programs by at least 10% over last year and implement a mechanism for tracking individual member engagement.
PropFuel Engagement – NAIFA will use PropFuel to transform member engagement from one-way communication into meaningful, two-way conversation by asking members simple, interactive questions through email, web, and SMS. These real-time check-ins allow NAIFA to better understand individual member needs, personalize the member experience, and deliver more relevant content, programs, and opportunities at every stage of the membership lifecycle. By capturing actionable insights and automating follow-up based on member responses, PropFuel will help NAIFA listen more effectively, respond more quickly, and build stronger relationships that increase engagement and satisfaction.
Young Advisor Team (YAT) – The Young Advisor Team (YAT) exists to grow NAIFA and aid young and new entrants to the industry to jumpstart their financial services careers. The National and Chapter YAT Committee are the next generation of volunteers, Chapter leaders, and members of the NAIFA Board of Trustees. Their charge is to ensure that we develop the programming and culture to attract and retain young advisors. They are also the primary drivers of two compelling programs - the YAT Advisor Academy and the Future Leaders program.
YAT Advisor Academy - The YAT Advisor Academy is the ultimate guide to supercharging your practice - teaching essential skills through four classes on key topics including Prospecting Like a Pro, helping you to Build Your Circle of Influence, tips for Professional Branding and Marketing, and a Group Coaching Session to guide you in putting it all into action.
Future Leaders – The Future Leaders program is designed to nurture and engage high school, college, and university students who have an interest in a career in the insurance and financial services industry. This one-day event is carefully designed to expose the next generation of NAIFA members to the tools and resources to help them prepare academically and otherwise for a successful career.
Triangle Team – The Triangle Team is a member recognition program designed to highlight those members who embrace three of the most critical components of member behavior that NAIFA needs to fulfill its strategic vision – membership, grassroots, and NAIFA’s PACs. By qualifying as members of the Triangle Team, members are leading through example. This year, we will bring enhancements and simplification to the program by adjusting the standards of recognition.
For membership, we will ask participants to answer a brief survey. This will include vital information to help us build critical leads for membership recruitment, agency presentations, and group membership programs that we will leverage in our acquisition efforts. We will continue to utilize the standardized completion of the FSA Academy to qualify for grassroots but will add in the expectation that they attend the Congressional Conference, their State Legislative Day, an In-District Meeting, or be a key contact for a state or federal lawmaker. Lastly, for NAIFA’S PACs, we will be setting a minimum annual contribution of at least $100 or being a monthly NAIFA PAC Defender. These enhanced metrics will enable NAIFA to get more out of the program and make it easier to administer.
Member Spotlight – The Member Spotlight program is a great way to learn about our members, promote them, and make them truly feel a part of the NAIFA community. It also shares great ideas and stories with other members, making them more engaged. The Member Spotlight program is pushed out through our Advisor Today blog and social media and is archived with other past profiles each week.
National Quality Awards (NQA) – The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. Advisors specializing in Life & Annuities, Financial Advising & Investments, Health & Employee Benefits, Multiline Sales, or any combination of these specialties have the opportunity to demonstrate the mark of a true professional through education and earned designations, production measured by performance metrics customized for each practice, adherence to the NAIFA Code of Ethics, and service to your industry association. We will implement a review this year of the standards and identify ways to broaden the appeal and utilization of this important member benefit.
Quick Links
YAT Advisor Academy
Future Leaders
Triangle Team
Member Spotlight
NAIFA Quality Award
