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Slide Notes

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Untitled Haiku Deck

Published on Nov 21, 2015

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PRESENTATION OUTLINE

AGENCY 5000

DRIVING A STRATEGY WITH KEY AGENTS

MEETINGS

  • Review production quarterly
  • Collect broker profile info
  • Review ease of business regularly
  • Connect to shows/events & co-op as needed
  • Establish home office contacts UW, Outbound, etc

INTERNAL

BRING IN THE BIZ SO WE CAN PARTY!
Photo by charmingman

KILLING 'EM WITH KINDNESS

  • Internal groups carry business relationship
  • Reinforce ease of business
  • Acelerated quoting & underwriting
  • Fast Market Consolidations
  • Extra touchpoints to drive business and loyalty

BACK TO THE FUTURE IN SALES

  • Build multi-faceted partnerships
  • Focused marketing to agents with higher knowledge base
  • Agent search on our website
  • Concierge sales processes to increase sales cycle
  • Lead follow up on agents behalf
Photo by JD Hancock

BUILD THE SALES MACHINE

ACHIEVE BHAG EVEN FASTER!
Photo by logatfer