nickfernando
New Member
- 7
For the past few months I've gone 100% remote on sales for small commercial. I'm talking BOPS and small CPP's that are underwritten by myself as the agent.
Assuming I've prospected right and the client is a good one from a loss perspective I am able to quote, bind and issue a policy while at my first meeting with the client.
Basically I'm trying to bring the speed/convenience of online but with the touch of a local agent. It's been hit or miss, but I see a lot of potential with this as a sales tool.
Are there any other agents that do this? If so, would love to start an email mastermind on sales tactics, efficiency, etc.
Assuming I've prospected right and the client is a good one from a loss perspective I am able to quote, bind and issue a policy while at my first meeting with the client.
Basically I'm trying to bring the speed/convenience of online but with the touch of a local agent. It's been hit or miss, but I see a lot of potential with this as a sales tool.
Are there any other agents that do this? If so, would love to start an email mastermind on sales tactics, efficiency, etc.