Quality Business = Quantity Cashflow
Ok you did it! You've made some sales and issued some policies. Your first commissions paid, but then it happened a decline or a client calls to let you know they have thought about it and as it turns out they are going in a different direction..... Sound familiar? I was there and know the feeling and it's not a good one. How can we do a better job of:
- Being an effective Field Underwriter
- Setting our clients and ourselves up for success by setting proper expectations
- Following up with our clients to keep them on board with the process
- Delivering our policies and delivering more value to our clients with additional coverage
- Building a "Client for Life"
These are the questions and the answers that follow will determine your ability to earn more, work smarter and earn more on back-end and residuals. Your pursuit of excellence in these areas will also allow you to lead your team more effectively by example and from a place of abundance. Your awareness that these obstacles are opportunities that are both solvable and worth solving will give you the confidence in your role as an agent and agency builder.