ScotinOH
Expert
I'm a new member, this is my first post. This forum is great!
I've been in Financial Services for about 15 years. Most of that has been as a mortgage loan originator. I'm considering a switch to insurance.
Is there anyone else that has made the transition from mortgage banking that can share their experience? Specifically, Strategies for prospecting past mortgage clients? How did you prospect old Realtor network for new P&C insurance biz.
Also, I'm meeting with AmFam on Monday. I've seen a lot of info on the forum about other companies, but little on AmFam. Can anyone tell about how their start up at AmFam went.
Thank you!
I've been in Financial Services for about 15 years. Most of that has been as a mortgage loan originator. I'm considering a switch to insurance.
Is there anyone else that has made the transition from mortgage banking that can share their experience? Specifically, Strategies for prospecting past mortgage clients? How did you prospect old Realtor network for new P&C insurance biz.
Also, I'm meeting with AmFam on Monday. I've seen a lot of info on the forum about other companies, but little on AmFam. Can anyone tell about how their start up at AmFam went.
Thank you!