AgendaAgent
New Member
- 19
Backstory to question-
I was listening to a training/motivation/idea thing for commercial lines sales today. One thing the person recommended was going out to prospective clients 90 days before their policy renews to meet and collect the info to quote their policies. BUT he recommended not presenting the quote until after the renewal came in so that he could fish around and find out if he needed to go back to underwriting and get more credits put on.
BUT THEN- he said that he recommends making the appointment to deliver the quote proposal close enough to the renewal so that the existing agent wouldn't have time to request credits on the existing policy and therefore beat your price.
This confused me... I guess I'm thinking you'd have to wait until pretty close to renewal and at that point- what client wants to do business with an agent who took 2 months to prepare a proposal?
Am I not getting something?
Anyone have any insight or thoughts on this?
I was listening to a training/motivation/idea thing for commercial lines sales today. One thing the person recommended was going out to prospective clients 90 days before their policy renews to meet and collect the info to quote their policies. BUT he recommended not presenting the quote until after the renewal came in so that he could fish around and find out if he needed to go back to underwriting and get more credits put on.
BUT THEN- he said that he recommends making the appointment to deliver the quote proposal close enough to the renewal so that the existing agent wouldn't have time to request credits on the existing policy and therefore beat your price.
This confused me... I guess I'm thinking you'd have to wait until pretty close to renewal and at that point- what client wants to do business with an agent who took 2 months to prepare a proposal?
Am I not getting something?
Anyone have any insight or thoughts on this?