For the past few months I've gone 100% remote on sales for small commercial. I'm talking BOPS and small CPP's that are underwritten by myself as the agent.
Assuming I've prospected right and the client is a good one from a loss perspective I am able to quote, bind and issue a policy while at my first meeting with the client.
Basically I'm trying to bring the speed/convenience of online but with the touch of a local agent. It's been hit or miss, but I see a lot of potential with this as a sales tool.
Are there any other agents that do this? If so, would love to start an email mastermin
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Assuming I've prospected right and the client is a good one from a loss perspective I am able to quote, bind and issue a policy while at my first meeting with the client.
Basically I'm trying to bring the speed/convenience of online but with the touch of a local agent. It's been hit or miss, but I see a lot of potential with this as a sales tool.
Are there any other agents that do this? If so, would love to start an email mastermin
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