Campaign Sheet - Monthly - 3 Yr. Projection: Line of Business Database Product / Campaign

CAMPAIGN SHEET - MONTHLY - 3 YR.
PROJECTION
Line of Business
Database
Product / Campaign
Assumptions :
Payment Frequency
Monthly
Est. Cancellation Rate (%)
4.00%
Est. Contact Rate (%)
55.00%
Number of calls per agent per day
100
Number of working days per month
22
Year 1
Month 1
Month 2
List received
20,000
20,000
No.of TMRs
0.30
0.30
#REF!
#REF!
Recruiter (1:Total TMR Base)
0.03
0.02
Trainer (3:Total TMR Base)
0.04
0.03
#REF!
#REF!
Contact Rate (%)
75.00%
75.00%
Contact Circulation
15,000
15,000
Team Leader
Supervisors
Admin Staff (1:No. of TMR per Admin Staff)
8.00%
8.00%
10.67%
10.67%
100.00%
100.00%
Convert to Paid (%)
96.00%
96.00%
Net Resp. List (%)
8.00%
8.00%
Net Resp. Paid (%)
7.68%
7.68%
Gross Responses
1,600
1,600
Policies Billed(Estimate)
1,600
1,600
Policies Paid(Actual)
1,536
1,536
Gross Resp. Base (%)

Gross Resp. Contacts (%)
U/W Rate (%)
Premium :
Monthly Premium ($Local)
#REF!
#REF!
AARP ($Local)
#REF!
#REF!
TARP Billed(Estimate) - $Local
#REF!
#REF!
TARP Paid(Actual) - $Local
#REF!
#REF!
Monthly Premium (By Pol Eff Mth)
#REF!
#REF!
#REF!
Monthly Premium
New GWP - Monthly Premium ($Local)
#REF!
#REF!
Annual Premium
New GWP - Annual Premium ($Local)
Renew GWP - Annual Premium ($Local)
Factor X
Charge Back
No Claim Bonus
Stock after Factor X
PIF
Stock
New
Charge Back
Total
GWP ($Local)
#REF!
#REF!
Sponsor Commission ($Local)
#REF!
#REF!
Other FAC R/I Cost
#REF!
#REF!
PIF
Marketing Cost
Direct Mail
#REF!
#REF!
Bank Charges
#REF!
#REF!
Team Leader
#REF!
#REF!
Supervisor
#REF!
#REF!
Recruiter
#REF!
#REF!
Trainer
#REF!
#REF!
Admin Staff
#REF!
#REF!
Telephone Cost
#REF!
#REF!
TM Set-Up Fee
#REF!
#REF!
Team Leader Incentive
#REF!
#REF!
Supervisor Incentive
#REF!
#REF!
Advertising / Sales Promotion
TM Cost
#REF!
#REF!
Service Fee
#REF!
#REF!
TSR Additional Incentive
#REF!
#REF!
Billable Hours
TSR Quarterly & Annual Incentives
TOTAL - SOLICITATION COST
#REF!
#REF!
GROSS TMC
#REF!
#REF!
NET TMC
#REF!
#REF!
Break-down mkt cost for Met Life
Amount
Basis (on estimation)
List Fees
#REF!
B. 16/ name
Spot Incentive
#REF!
0.5% of TARP Additional Incentive + 1% o
TMs Allowance & Com
#REF! Wages B. 300/ day/ TMR (x Avg 18 TSR)
Commission
#REF! Average 7%, we use 8% of TARP
Mailing Cost
#REF! B. 8/ name
Telephone Cost
#REF! Average B. 5/ name
Call Centre Charges
#REF! B. 8,700/ seat/ month > avg 19.25 staff - T

#REF!
#REF!
Check dif
Summary Sheet
Number of list per year
Agents per TL
30
TLs per supervisor
Month 3
Month 4
Month 5
Month 6
Month 7
20,000
20,000
20,000
20,000
20,000
0.30
0.30
0.30
0.30
0.30
#REF!
#REF!
#REF!
#REF!
#REF!
0.02
0.02
0.02
0.02
0.02
0.03
0.03
0.03
0.03
0.03
#REF!
#REF!
#REF!
#REF!
#REF!
75.00%
75.00%
75.00%
75.00%
75.00%
15,000
15,000
15,000
15,000
15,000
10.00%
10.00%
10.00%
10.00%
10.00%
13.33%
13.33%
13.33%
13.33%
13.33%
100.00%
100.00%
100.00%
100.00%
100.00%
96.00%
96.00%
96.00%
96.00%
96.00%
10.00%
10.00%
10.00%
10.00%
10.00%
9.60%
9.60%
9.60%
9.60%
9.60%
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
1,920
1,920
1,920
1,920
1,920
#REF!
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0
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TARP Additional Incentive + 1% of TARP Quarter & Monthly Incentive + Annual Incentive for Team Leader & Supervisor
. 300/ day/ TMR (x Avg 18 TSR) + Salary of Team Lead, Sup, Recruiter, Trainer, Admin
7%, we use 8% of TARP
seat/ month > avg 19.25 staff - TSR 18, Sup 0.61, Recruiter 0.05, Trainer 0.11, Admin 0.30
Year 1
of list per year
Month 8
Month 9
Month 10
Month 11
Month 12
20,000
20,000
20,000
20,000
20,000
0.30
0.30
0.30
0.30
0.30
#REF!
#REF!
#REF!
#REF!
#REF!
0.02
0.02
0.02
0.02
0.02
0.03
0.03
0.03
0.03
0.03
#REF!
#REF!
#REF!
#REF!
#REF!
75.00%
75.00%
75.00%
75.00%
75.00%
15,000
15,000
15,000
15,000
15,000
10.00%
10.00%
10.00%
10.00%
10.00%
13.33%
13.33%
13.33%
13.33%
13.33%
100.00%
100.00%
100.00%
100.00%
100.00%
96.00%
96.00%
96.00%
96.00%
96.00%
10.00%
10.00%
10.00%
10.00%
10.00%
9.60%
9.60%
9.60%
9.60%
9.60%
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
1,920
1,920
1,920
1,920
1,920
#REF!
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0
0
0
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0
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Campaign Sheet - Monthly - 3 Yr. Projection: Line of Business Database Product / Campaign

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Campaign Sheet - Monthly - 3 Yr. Projection: Line of Business Database Product / Campaign

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CAMPAIGN SHEET - MONTHLY - 3 YR.

Est. Cancellation Rate (%)

Est. Contact Rate (%)

Number of calls per agent per day

Number of working days per month

Recruiter (1:Total TMR Base)

Trainer (3:Total TMR Base)

Contact Rate (%)

Admin Staff (1:No. of TMR per Admin Staff)

Convert to Paid (%)

Net Resp. List (%)

Net Resp. Paid (%)

Gross Resp. Base (%)

Monthly Premium ($Local)

TARP Billed(Estimate) - $Local

TARP Paid(Actual) - $Local

Monthly Premium (By Pol Eff Mth)

Renew GWP - Annual Premium ($Local)

Sponsor Commission ($Local)

Other FAC R/I Cost

Team Leader Incentive

Advertising / Sales Promotion

TSR Additional Incentive

TSR Quarterly & Annual Incentives

TOTAL - SOLICITATION COST

Break-down mkt cost for Met Life

Basis (on estimation)

0.5% of TARP Additional Incentive + 1% o

TMs Allowance & Com

#REF! Wages B. 300/ day/ TMR (x Avg 18 TSR)

#REF! Average 7%, we use 8% of TARP

#REF! Average B. 5/ name

Call Centre Charges

#REF! B. 8,700/ seat/ month > avg 19.25 staff - T

TLs per supervisor

7%, we use 8% of TARP

of list per year

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