5 ways to grow your commercial insurance book

  1. Target market and develop a niche. What business does your preferred carriers write with 30% or better hit ratio? Who is your competition in your area? What type of business are they writing?
  2. Develop a precise and effective “elevator pitch”- who you are, what product you can offer, why you are special and why the customer should work with you and not the guy down the street
  3. Develop community connections, and a center of influence. Join chamber of commerce, BNI groups, exchange referrals with a noncompetitive but synergistic company (such as with a lawyer, accountant or real estate agent)
  4. Show an active and current presence in online media outlets
  5. Have a referral program- positive word of mouth travels quickly. Ask a satisfied client to refer you.

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Retain Customers with a Client Onboarding Process

Congratulations on Your New SALE! It becomes so easy as an Agency Owner, just to worry about SELLING! After all isn’t that what it’s all about? It was a rhetorical question and just, so we are clear, the answer is…a resounding NO! You certainly need to be able to sell but do so by creating a value-based proposition and tying in a unique Client experience, this has never been as true and relevant as it is today, especially now in this digital based consumer market we live in. The question becomes, “How can you set your agency, your website and


The Importance of a Solid Claims Process

Insurance isn’t just all about the SALE! It is however all about relationships and a client’s claim experience will create a long-lasting impact and impression of that relationship, either as a positive or as a… I will probably be looking for another agency soon. This is truly where the rubber hits the road and it is vital your agency has a game plan and a consistent and methodical approach! Keep in mind that any issues that arise during a claim’s experience can leave your clients with a bad opinion of you and your agency! Even if you have no control