MDRT and Your Company
Ideas for Recruiting, Supporting and Retaining Members

R ecognition•Send a letter of congratulations to members for
qualifying and joining MDRT

Provide special recognition for branches with
100 percent of eligible producers joining MDRT		
-Announce in company newsletter

Q ualification•

Integrate MDRT membership production
requirements, including Court of the Table andTop of the Table, with company production
club requirements•

Provide quarterly production status reports toproducers and managers to track performanceagainst production goals for MDRT membership•Include the MDRT Production Goal Chart on thecompany intranet, providing agents with monthly
goals to achieve MDRT membership••

Provide co-op advertising or press releases to local
media in recognition of individual members•

Provide MDRT membership ribbons for agent
name badges at company conferences•

Provide business cards and stationery with theMDRT member logo for MDRT members••

Recognize the agency with the highest ratio ofMDRT members to qualifiersEndorse and actively promote the MDRT Mentoring
Program, providing incentives for participants••

Purchase products from the MDRT Store for
MDRT members

Establish MDRT membership as a criterion for 		
top agent honors and recognition•Recognize MDRT members at company functions•Purchase MDRT Power Phrase calendars for firsttime MDRT members•

Publish a company-wide listing with the numberof MDRT members in each agency along with theratio of MDRT members to qualifiers•Place ads in major industry publications andlocal media, including names and photos of all
MDRT members in the company•

Reward those who join MDRT and attend theMDRT Annual Meeting with an extra day at thecompany sales leaders conference site

F inancial•

Offer a graduated payment scale of MDRT dues
based on levels of achieved production•

Offer a payroll deduction plan for MDRT dues or
Annual Meeting expenses, making it easier for
members to pay•

Establish a corporate matching gift program formember contributions to the MDRT Foundation

M eetings•

Host a dinner, pre-Annual Meeting gathering or
special reception at the MDRT Annual Meeting forattending members and mentoring aspirants		
- Recognize years of membership, Court of		the Table and Top of the Table status•

Host a pre-meeting gathering of MDRT members
at a company conference (national, regionalor branch)		
- An alternative: Special day or program		for members•

Invite an MDRT member to present at anagent conference•

Request promotional materials from MDRT andset up an information table at a company agent
conference•

Hold an MDRT program during the company sales
leaders meeting, open to all and conducted byMDRT members•

Designate a reception area for MDRT members tovisit with clients

C ommunication•

Designate space in the company newsletter(e.g.,“MDRT Corner”) for information updates, member
benefits, programs, testimonials and accomplishments

FROM THE AGENCIES “Out Here in the Field”•Send a press release to local media for each
MDRT qualifier, announcing his/her MDRTmembership•

Publish MDRT membership production requirements 		
in field publications•

Link your company intranet to the MDRT website(mdrt.org)•

Create an “MDRT Wall of Fame” to include aphoto of each MDRT member•

Promote MDRT membership and Annual Meeting
attendance within articles in company publications
and at company meetings•

Promote agency participation in the MDRTMentoring Program•

Use MDRT videos at agency meetings andtraining sessions•

Share the list of MDRT materials available
to members and nonmembers in variouslanguages•

List producers who are on track for MDRT, Court ofthe Table and Top of the Table qualification•

Distribute lists of agents who are on schedule for MDRTmembership to the respective agency managers•

Publish MDRT member testimonials about the value ofMDRT membership and Annual Meeting attendance•

Conduct special, stand-alone seminars andmeetings for MDRT members only•

Sponsor a company MDRT member advisory board topromote membership and professionalism, and provide
sales ideas••

Establish an MDRT Advocate program, designating amember in each agency as the individual to promote
MDRT membership and serve as the designated
MDRT resource

Select one MDRT member each month tochair a sales idea exchange meeting orreview a Focus Session topic presented atthe MDRT Annual Meeting•

Review the career benefits of MDRT
membership with new producers inorientation and training classes•

Establish MDRT study groups within select agencies•

Sponsor local MDRT events•

Include MDRT recruitment information in company“new hire” kits•

Promote your company’s MDRT membership
ranking to your agency sales force•Conduct interviews with MDRT Annual Meeting
attendees to include in field publications••

Leverage online resources to enhance communications
to your agents and raise awareness of MDRT benefits(e.g., Round the Table magazine and the MDRTResource Zone)

Designate office space in the agency
headquarters that can be used only by MDRT
members for client meetings or for MDRT
members to meet with each other•

Purchase an MDRT Video Club subscription foragency managers

Recognize MDRT members from your agency
who have been appointed to serve in MDRT
leadership positions•

Integrate MDRT resources into the agent
training curriculum•

Attend the MDRT Annual Meeting through theAgency Manager Program to support yourMDRT members and aspirants•

P rocessing•

Participate in MDRT’s bulk application process to promote
MDRT membership to nonmember qualifiers•Distribute MDRT recruitment and marketing material 		to managers and agents•

Participate in MDRT’s electronic certification process toexpedite application approval, eliminating the need forpaper copies of certifying letters•Provide MDRT members with a priority “fast track” toUnderwriting and Compliance to expedite theapplication approval processing time

Million Dollar Round Table
325 West Touhy Avenue
Park Ridge, IL 60068 USA
Phone: +1 847.692.6378
Fax: +1 847.518.8921
Email: companies@mdrt.org
Website: www.mdrt.org