THANKS TO OUR 2019 PLATINUM PARTNERS
Winter 2018 Magazine
Topics to check out:
Avoid losing clients to competitors[pg. 11] Often you hear a salesperson say, “We service the heck out of our customers. They’ll never leave us.” Then a competitor walks away with an
account. And, no one saw it coming.
Proposals: A great E&O prevention tool [pg.13] Typically, the insurance proposal is broken down by line of business and lists the coverage's offered/proposed and the corresponding premium. That’s fine and probably serves the purpose. For example, say you are providing a proposal to a hardware store.
A great defense [pg. 16] Like companies across business sectors, insurance agencies have seen improvements in efficiency, client engagement and overall profitability through technology.
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