Post by account_disabled on Dec 22, 2017 11:39:21 GMT
Hello,
I currently own a P&C book with about 1700 clients and we are adding about 60-70 new ones each month. I am the only licensed life and health agent in our office. Our primary focus is in the homeowners market and the majority of our referrals come from mortgage brokers. Because of the way our business is we might be lucky if we actually meet 5% of our clients as most of the time quote and bind requests come in from the mortgage loan officers and or their processors. any suggestions?
Please help.
Thanks!
I didn't find the right solution from the Internet.
References:
insurance-forums.com/community/threads/looking-for-advice-calling-current-clients.92121/
Digital Advertising Video
I currently own a P&C book with about 1700 clients and we are adding about 60-70 new ones each month. I am the only licensed life and health agent in our office. Our primary focus is in the homeowners market and the majority of our referrals come from mortgage brokers. Because of the way our business is we might be lucky if we actually meet 5% of our clients as most of the time quote and bind requests come in from the mortgage loan officers and or their processors. any suggestions?
Please help.
Thanks!
I didn't find the right solution from the Internet.
References:
insurance-forums.com/community/threads/looking-for-advice-calling-current-clients.92121/
Digital Advertising Video