Search found 7 matches

by Gabriel
Sun Apr 19, 2015 12:05 am
Forum: Opinions
Topic: Brand new agent starting up a retail front
Replies: 8
Views: 22609

Re: Brand new agent starting up a retail front

It's really hard for me to not give a snarky response to your question, but based on the content of your prior question postings, in my opinion, you're not even close to having the knowledge and skills to start a scratch retail insurance agency. The selling of insurance today, whether personal line...
by Gabriel
Sat Apr 18, 2015 10:36 am
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183819

Re: Agency Management System

Has anyone had any experience with RadiusBob?
http://www.radiusbob.com/
by Gabriel
Wed Apr 15, 2015 11:38 pm
Forum: Opinions
Topic: Brand new agent starting up a retail front
Replies: 8
Views: 22609

Brand new agent starting up a retail front

So long story short, I've done some research and I've decided to open up a brand new insurance retail front with no experience in the insurance industry! Now I'm already hell bent on making this decision and the purpose of this thread is to see what types of advice you would give a rookie retailer. ...
by Gabriel
Tue Mar 10, 2015 12:24 pm
Forum: Opinions
Topic: Agency Management System
Replies: 92
Views: 183819

Agency Management System

Yes. I have used the search to look for which CRM system would be the best to use in terms of ease of use, lead management, etc. And all I could find were ancient posts (2010 and below). Since technology moves at the speed of light these days, I was wondering which Agency management system is out th...
by Gabriel
Tue Mar 10, 2015 11:57 am
Forum: Opinions
Topic: How many servicers do you need?
Replies: 10
Views: 17640

Re: How many servicers do you need?

Thank you so much for the replies! Definitely helpful
by Gabriel
Wed Mar 04, 2015 11:37 pm
Forum: Opinions
Topic: How many servicers do you need?
Replies: 10
Views: 17640

Re: How many servicers do you need?

Your post truly brings me great joy! Thank you so much for that.

Imagine if you are the gentleman in that high black swivel chair and you were going for a book of business of 3000 active clients. Based on your expertise, about how many servicers would you dedicate to that book?
by Gabriel
Wed Mar 04, 2015 12:31 pm
Forum: Opinions
Topic: How many servicers do you need?
Replies: 10
Views: 17640

How many servicers do you need?

Hi folks. I just started my career as an insurance producer and I have a million ideas on how to be successful. I understand that at the beginning, I am to build a book of business, but when the book gets big, I'll need servicers to help me with servicing these accounts. Now lets just say that I pla...