Real Estate and Escrow transactions- By networking in groups and associations of the Real Estate and Escrow business, the agency will aggressively pursue new relationships and build continuously on already acquired relationship to develop and surpass the agency's expectancy of growth. Commercial and Personal Lines Cross Sales- For all new business transactions, the presence of the applicant will be requested to sign documentation, make payment, or pick up their policy, For existing insured's a phone call upon renewal of their existing policies will be made to ascertain if all their insurance needs have been met and offer the pertinent services they require, for these services and a thorough risk assessment an appointment must be made.
Every phone call and every piece of mail will have a solicitation for current contact information in order to never loose touch with the client and make pertinent solicitation calls when necessary. These various growth strategies are the responsibilities of the office manager who assigns the schedule and participants on a weekly sales meeting that takes place on Friday mornings prior to the scheduled start date.
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Insurance Services