Search found 7 matches
- Sun Apr 19, 2015 12:05 am
- Forum: Opinions
- Topic: Brand new agent starting up a retail front
- Replies: 8
- Views: 28829
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...
- Sat Apr 18, 2015 10:36 am
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 417953
Re: Agency Management System
Has anyone had any experience with RadiusBob?
http://www.radiusbob.com/
http://www.radiusbob.com/
- Wed Apr 15, 2015 11:38 pm
- Forum: Opinions
- Topic: Brand new agent starting up a retail front
- Replies: 8
- Views: 28829
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. ...
- Tue Mar 10, 2015 12:24 pm
- Forum: Opinions
- Topic: Agency Management System
- Replies: 92
- Views: 417953
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...
- Tue Mar 10, 2015 11:57 am
- Forum: Opinions
- Topic: How many servicers do you need?
- Replies: 10
- Views: 29628
Re: How many servicers do you need?
Thank you so much for the replies! Definitely helpful
- Wed Mar 04, 2015 11:37 pm
- Forum: Opinions
- Topic: How many servicers do you need?
- Replies: 10
- Views: 29628
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?
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?
- Wed Mar 04, 2015 12:31 pm
- Forum: Opinions
- Topic: How many servicers do you need?
- Replies: 10
- Views: 29628
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...