I'm working through Randy Schawanyz's the Wedge and Red Hot introductions. I really like the idea of being proactive and providing service above and beyond other agents. It seems implementing a plan will indeed set me apart, help retention, and make it easier for me to ask clients and centers of influence to introduce me to new prospects.
So, I dug through the internet and finally landed my hands on another agencies Written Timeline which makes sense on the commercial side. I'm trying to think of ways to modify it to fit the personal lines side and need some help.
Proactive services: Be
So, I dug through the internet and finally landed my hands on another agencies Written Timeline which makes sense on the commercial side. I'm trying to think of ways to modify it to fit the personal lines side and need some help.
Proactive services: Be
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