Use Middle-School Math to Build Your Sales Process
Regardless of what you’re selling, the sales process is a numbers game.
Regardless of what you’re selling, the sales process is a numbers game.
A client’s policy includes an endorsement which provides “blanket additional insured” status to the entity with whom they have a written contract, but the certificate holder still insists that the certificate of insurance must specifically list both it an
By: Volume 115, No. 10
To make sure your sales proposals get the attention they deserve, it helps to view them in three phases: before, during and after.
Independent agents Ryan Smith, Heath Patterson, Carrie Ryan and Kristin Ryan share their personal experiences with insurance agency perpetuation.
There’s no money in internal perpetuation—except for savvy agency owners. The path to success is clearer if you’re committed to owning a firm that becomes more valuable over time.
Agency owners looking to sell often get caught up in the dollars and cents of the transaction. But when they look back, they wish they’d focused more on the qualities that made them successful in the first place.
Ever hear the adage, “The two happiest days in a person’s life are the day they buy their boat and the day they sell it”? The same is true of the insurance professional who views acquiring another agency through rose-colored glasses.
A small business prospect comes to you in search of health benefits for his five employees. How do you react?
By operating drones beyond visual line of sight, insurers could change the economics of high-fidelity property and asset data collection.