The first thing you have to do is make sure you’re a part of it so there’s a chance it’s sold to you.
It all starts by finding an accurate way to track the estimated value of every piece of business you sell.
It’s amazing what can happen when you focus on creating repeatable actions that work.
When you start your insurance journey from scratch you rarely have moments of certainty.
The process should actually start long before you find yourself needing it.
Sometimes all it takes is a good talk to help line up the great ideas you want to record.