Has anyone Successfully ...

Feb 4, 2016

  1. jn8691mr
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    jn8691mr Super Genius

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    Partnered with a CPA, Attorney, P&C agent? If so, would you mind sharing your "hook"? How did you get them to consider partnering? How was comp structured? Etc.

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    Has anyone successfully partnered with a CPA, Attorney or P&C agent? If so, would you mind sharing your "hook"? How did you get them to consider partnering? How was comp structured? Etc.
     
  2. mschlange
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    mschlange Super Genius

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    Never worked out. They just don't want to refer their clients or bother to ask them for other services
     
  3. 99hitpower
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    99hitpower New Member

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  4. mickeyma
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    mickeyma Guru

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    My Regional Sales Director says to "interview" the CPA and then send him referrals. He gets referrals from them.
     
  5. Cash
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    Cash Guru

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    You want to partner with people that sell the way you sell.

    So if you are in indy agent you'll want to partner with an indy P&C agent. If the agent sold his customers through "cold" methods and that is how you sell then even better.

    Why?

    Because those people are proven to buy the way you sell. It's the same reason that mailing lists of people that have bought through the mail cost more than lists of people that have bought through the phone.

    Now actually going about setting up a good relationship with a P&C agent will take a lot of work and may not be worth your time. A lot of those guys have been living off of books that their dad built and they slowly added to over 30 years.

    I was just sitting with an old agency owner. The agency was started by his dad in the forties. Now he is at retirement age and his son works in the business. He was complaining about how no one writes any business. He then said that he had 4 REQUESTS from clients for life insurance sitting on his desk..... just hasn't gotten around to it.

    It's no wonder that the P&C guys on the forum are killing it. In the case of a few nice size towns around me there are no indy P&C shops that actually prospect.
     
    Cash, Feb 5, 2016
    #5
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