Overcoming Initial
Resistance
Practice overcoming your prospective client's common objections to a cold outreach in a 3-in-1 exercise: 3 attempts in 1 meeting.
Practice overcoming your prospective client's common objections to a cold outreach in a 3-in-1 exercise: 3 attempts in 1 meeting.
Practice asking for your potential client's commitment to becoming a broker of record before they see quotes in a 2-in-1 exercise: 2 attempts in 1 meeting.
Practice justifying why your client should pay more insurance premiums for a better risk management program and ask for a broker of record in a 2-in-1 exercise.
President
Heyl Earth Moving
Name: Andrew
Position: President
Company: Heyl Earth Moving
Business: Grading & Hauling
Scenario: Auto & Fleet Vehicle
Current Carrier: Liberty Mutual
Vehicles: 35 Trucks
Renewal: 1/1/2025
President
SecureShield
Name: Fred
Position: President
Company: SecureShield
Business: High Security & Surveillance
Scenario: Professional Liability
Current Carrier: Insureon
Coverage: $10M Limit - $5K
Deductible
Renewal: 1/1/2025
President
Chartreuse Gardens
Name: Kathleen
Position: President
Company: Chartreuse Gardens
Business: Permaculture
Landscape
Scenario: Auto & Fleet Vehicle
Current Carrier: Progressive
Vehicles: 25 Trucks
Renewal: 1/1/2025
President
Stratford Electric
Name: Dave
Position: President
Company: Stratford Electric
Business: Commercial Electrical
Scenario: Workman’s
Compensation
Current Carrier: Employers Risk
Employees: 150
Renewal: 1/1/2025
President
TorqMaster Solutions
Name: Robert
Position: President
Company: TorqMaster Solutions
Business: Valves and Actuators
Scenario: Workman’s
Compensation
Current Carrier: Market First Comp
Employees: 150
Renewal: 1/1/2025