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NEW CARRIER APPOINTMENT
Posted: Fri Nov 02, 2007 2:25 pm
by KANIKI123
I AM IN CALIFORNIA.
EVERYTIME I CALL AND ASK FOR A NEW CARRIER APPOINTMENT, THEY SEEM TO ASK FOR A BUSINESS PLAN.
WHAT ARE THE CARRIERS EXACTLY LOOKING FOR ???
Posted: Mon Nov 05, 2007 7:07 am
by Big Dog
Time for you to do a little research. Google "writing a business plan" or "insurance agency business plan".
Carriers don't hand out appointments like candy. They're looking for agencies and agents that know how to attract good business, advise them on the coverages they need, and help place the coverage with the appropriate company.
A business plan will show carriers how you intend to accomplish this.
Posted: Mon Nov 05, 2007 9:02 pm
by sanddog1
They are looking for proven experience to avoid E & O. They are looking for a book of existing business with substantial written premium. They are looking for a season broker. They are not looking for a business plan from a newby, trust me they are politely saying no thank you.
Posted: Sun Nov 25, 2007 12:01 pm
by Joe_Petrelli
Call me. I know what they want.