You could do things the old fashioned way and ask your client a ton of questions over the phone—getting guesses, assumptions, and half-truths.
Or, you could take a modern approach to client intake and position your quote to win.
Insurance expert Jeremy Powers discusses why going old school means you're likely leaving a lot of money on the table and what you can do today to modernize your processes and techniques to:
Jeremy also shares his secret on how he presents quotes that win.
Jeremy Powers opened Powers Insurance Experts in 2020 with 10 years of experience in the insurance industry. A focus on education, personalization and excitement has resulted in him winning several local awards four years in a row, while generating a steady stream of leads. He hopes to inspire other agents to be the change we all want to see in our communities. His goal is to create a legacy of purpose over profits.
Robert Boerrigter is the Head of Agency Sales at Canopy Connect and he’s been working in sales for the past eight years. Over the last two years, he’s helped more than 1,000 agencies improve their business processes and close more revenue.