Writing Small Business Accounts
Instructor-led via Zoom. Struggling to approach small businesses in your community as an insurance agent? We’ve got you covered! Our course is designed to equip you with the tools and knowledge to confidently navigate this market. This high-level overview will guide you through identifying niche markets, researching potential clients, and winning their business. Learn how to tailor your approach, stand out from the competition, and build successful relationships with local entrepreneurs.
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Description
Imagine this:
- Your agency standing out from the rest.
- Becoming a trusted insurance agent for local entrepreneurs.
- Building lasting relationships.
Our program is packed with:
- Information on how to write small business accounts,
- Identifying niche market and risks associated with that market.
- Coverages related to the chosen risk.
A high-level coverage review is included, and the student is introduced to a tool to help gather information needed to provide a quote to the insured. The final steps of the process involve reviewing the quote and presenting it to the client.