This Month's Poll
Your opinion counts!
Do you serve customers with home coverage A values >$500,000?
Approximately how much of your book is comprised of customers with home coverage A values >$500,000?
0% - 25%
26% - 50%
51% - 75%
More than 76%
Do you actively prospect for affluent accounts?
Yes, my agency only serves affluent accounts
Yes, but it is not my agency’s primary focus
No, but I would like to grow in this space
No, this does not fit the market I serve
What tools do you find helpful in marketing to customers with affluent accounts? If you would like to build your affluent account book, what tools would be helpful to do so? (Select all that apply)
Customer-facing brochures and postcards
Agent communication guides
Social media assets
Training materials like communication guidelines, referral information, prospecting guides
What are the primary factors you consider when placing affluent accounts with a carrier? (select all that apply)
Suite of affluent products (home, auto, umbrella, specialty) and ability to package
Claims handling practices
Carrier specialization in the affluent market
Customer brand awareness
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