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by JHB
Fri Jan 09, 2015 11:48 am
Forum: Opinions
Topic: "I don't want to tell you my current premiums"
Replies: 15
Views: 35092

Re: "I don't want to tell you my current premiums"

As a Independent Agent for over 40 years, with an emphasis on small to mid sized businesses, I have found this to be a common situation. Fortunately most of my business is now on a referred basis. But, at my first meeting with a prospect I give them a list of things that we'll need and actions we'll...