Mike_K
New Member
Hi everyone,
This is my first post, but I understand there are a lot of successful producers on this forum that can impart some wisdom upon the "new guys".
I have established a niche that I would like to attack. We have 4 standard carriers that have very competitive programs. With that being said the Niche I'm going after is Dental offices, they usually require BOP's, Workers Comp., and an Umbrella if needed. Professional is offered through dental associations in the area so I will not be pushing it until I meet with the client.
I would like to see what everyone's thoughts are prospecting, specifically your processes. How do you build a qualified pipeline of clients? Do you go straight for the appointment or do you try to get X dates on your calls? When do you cut your losses? etc.
If you guys have any other thoughts, ideas, or new strategies please let me know.
This is my first post, but I understand there are a lot of successful producers on this forum that can impart some wisdom upon the "new guys".
I have established a niche that I would like to attack. We have 4 standard carriers that have very competitive programs. With that being said the Niche I'm going after is Dental offices, they usually require BOP's, Workers Comp., and an Umbrella if needed. Professional is offered through dental associations in the area so I will not be pushing it until I meet with the client.
I would like to see what everyone's thoughts are prospecting, specifically your processes. How do you build a qualified pipeline of clients? Do you go straight for the appointment or do you try to get X dates on your calls? When do you cut your losses? etc.
If you guys have any other thoughts, ideas, or new strategies please let me know.