I spoke to a possible client that I cold-called last year and kept track of their renewal date, which is the middle of May.
I spoke to him yesterday and he said that he would like me to take a look at his coverage but wants to wait until after he gets through tax season, which won't give me much time at all.
This account is a very large excavation company that would take a bit of driving to make visits but he is currently paying about $50,000 a year in premium so it would be worth it if I get the business.
This guy has a ton of heavy mobile equipment as well as non-mobile equipment, dump trucks, and other commercial vehicles. He will also need building coverage on his shop.
My question is this, if you were me and truly have to wait until April to get with guy, what are some of the things that could be done in the meantime, like loss control inspection, looking at the condition of the buildings and gathering information on them, etc. If I wait until April 15, that only gives me a month.
Another question I have is about loss runs, should I ask for them now and perk up the ears of the incumbent agent, or wait?
I spoke to him yesterday and he said that he would like me to take a look at his coverage but wants to wait until after he gets through tax season, which won't give me much time at all.
This account is a very large excavation company that would take a bit of driving to make visits but he is currently paying about $50,000 a year in premium so it would be worth it if I get the business.
This guy has a ton of heavy mobile equipment as well as non-mobile equipment, dump trucks, and other commercial vehicles. He will also need building coverage on his shop.
My question is this, if you were me and truly have to wait until April to get with guy, what are some of the things that could be done in the meantime, like loss control inspection, looking at the condition of the buildings and gathering information on them, etc. If I wait until April 15, that only gives me a month.
Another question I have is about loss runs, should I ask for them now and perk up the ears of the incumbent agent, or wait?