I'm a life and health guy and wanted to ask how I would go about doing a referral business with a P&C guy. I've never done it but today I met with a guy who only wanted insurance for his trucks as he has his own trucking company. I may end up doing his life insurance policy but he is more so looking for somebody to help him with auto insurance for his trucks.
I also have another lady that told me she pays a lot for her car/home insurance.
How would I go about creating a referral business with a P&C guy??
Source of insurance-forums.net
I also have another lady that told me she pays a lot for her car/home insurance.
How would I go about creating a referral business with a P&C guy??
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