Outlook Strategic Marketing Partners

The Outlook Group, Inc. started the Outlook Strategic Marketing Partners (OSMP) program in 2009. We provide proven methodologies and tools to help your general agency (GA) become more successful. OSMP was designed based on Outlook's twenty-five years of successful experience gained as the top pre-need marketing organization in the United Sates. 
OSMP's six primary program components are:

1. Relationship Management Database System

Primary features:

  • System is Internet accessible (web-based)
  • Easy to track all leads
  • Simple reporting tools
  • Four standard mail tracks
  • Weekly support call to GA
  • Outlook handles all data entry

Benefits:

  • Allow pre-need agents to be more effective and productive
  • Mail tracks provide for continuous lead generation
  • Cost savings with Outlook performing data entry

2. The Academy Training Programs

Primary features include three standard training programs:

  • Advance Funeral Planning
  • Financial Aspects of Advance Funeral Planning
  • Building & Preserving Relationships through Community Presentations

Benefits:

  • Practical training, which is essential for productive preneed agents
  • Training approach that addresses today's consumers
  • Provided by experienced field professionals

3. Marketing Support Programs

Primary features for your pre-need marketing programs can include:

  • Family follow-up
  • Direct mail
  • Working files
  • Community presentations
  • Referrals
  • Effective public relations (P.R.) tools to help actively promote your Agency

Benefits:

  • Broader, more diverse and better quality lead sources for an agent
  • Proven P.R. tools to increase your agency's name recognition and client base

4. Payroll Services

Primary features include the option of Outlook managing your agency's:

  • Payroll functions
  • 1099 administration
  • Chargeback reserve accounts
  • Withholdings to place in retirement accounts

Benefits:

  • Cost savings with Outlook performing administrative functions
  • Customized payroll functions for your agency that provides you with greater flexibility

5. Human Resources Support

Primary features:

  • Tools for successful preneed agent recruitment
  • Experienced advice on services & benefits, which reinforce positive preneed production as well as incentive programs
  • All tools and services developed by a team of experienced field support staff and reviewed by a degreed Human Resources (HR) manager

Benefits:

  • Proven recruitment tools to identify suitable agents
  • Allows your agency to maintain stronger relationships with your agents

6. Support Services

Primary features:

  • Dedicated OSMP Program Director
  • Various legal agreements and tools to protect your agency
  • Customized Reports
    • Funeral Home Sales
    • GA & Funeral Home Profit & Loss Statement
    • Pre-need Advisor Snapshot

Benefits:

  • An experienced Program Director to coordinate communication and provide proactive support
  • Able to legally tie funeral home clients and agents to your agency
  • Manage your funeral home relationships more effectively

For more information, please contact Tyler Anderson at 800-331-6270 or send an email.