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 ???
NEW CARRIER APPOINTMENT
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Tip: If you are posting a market request, include the state abbreviation in your post title to get better responses.
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NEW CARRIER APPOINTMENT
THANKS
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.
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.
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.
Its better to ask forgiveness then permission
(just do it)
(just do it)
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Joe_Petrelli
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