I was still a fairly “green” insurance broker when I was granted the distinct privilege of shadowing a veteran producer on a new business sales call. (For the sake of those involved, let’s refer to this veteran producer as Bob.) FYI: Don’t Sell Insurance Like Bob Bob had been selling insurance longer than I had […]
Broker of Record Letters
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Most insurance agents start out quoting insurance policy renewals the same way… Like most brand new insurance agents, I began my insurance sales career by grabbing a telephone book and calling business owners to see if I could offer a quote on their upcoming renewals. It was purely a “numbers game” at first. The reason for […]
“The fastest, most ethical approach to building a $1,000,000 book of business is to collect Broker of Record letters.” Click To Tweet Insurance Sales Training Tip #1: Collect Signatures & Serve Happiness Selling insurance policies to business owners isn’t too difficult, so long as the insured trusts you. When you have the insurance buyer’s PERMISSION, […]