


Question 1:
Does your new business and client retention focus on commercial Property/Casualty accounts between 25K and 300K in revenue? Group Benefits accounts of 200+ lives?

Question 2:
Do you have your own resources in the area of risk control, claims management and specialized client services?

Question 3:
Are you committed to the continued improvement of your large account sales process?

Question 4:
Do you accept the fact that most C-Suite buyers are looking for providers who can impact their business model, metrics and KPI’s?

Question 5:
Are you willing to advance your sales organization and blend it into a business results firm?

Question 6:
Does your firm culture allow you to work long-term with “outside” consultancies who bring you tools that you could not build for yourself?
If the answers are ‘yes’…
Then it’s time for us to have a conversation and learn more about our organizations.
“We wrote a large grocer with $400K in revenues and more in the coming years. Thanks to the Analytic Brokerage Platform we’ve already shown a $500,000 VP in our first 3 months of working with them.”
“Our broker delivered the Financial Leakage Report to a prospect that presented significant financial leakage and a plan to recapture it. They walked away with $125,000 in new revenues! Thanks!”
“I picked up a $100,000 revenue account on a BOR that was 100% based on metrics, quantifiable impacts and ROI. We were appointed as the broker with just one meeting.”
“I produced over $650,000 of large account new commissions and fees using the Analytic Brokerage Platform in the past 24 months.”
“We focused all of our prospect conversations on the financial impact of our resources. We won the account and never spoke about insurance pricing.”