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Per my recent post/reply:
...my boss is approachable but he does not like bold approaches. He is very protective of his agency and his reputation. I am going to use the "make this look like it was his idea approach" on changing my title...
I am hoping this works. What you suggest?
Ariana
Ariana, my experience working in P&C offices are that the broker is normally chauvinistic, delegates all the work, protective of their book and have little regard for their producers and CSRs. Yours may be different.
I like your idea of making it seem as if it is his idea.
I am told I am a bit controlling also. I am not letting any Wolf into my hen house.
The whole title thing is more for you than the client. Most people are not going to read it. I would use Agent, smaller and leaves more room for your message line or for you to jot a note to the prospect. I do not even have a title on mine.
Just my 2 cents.
Lee
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