Size of business?

What is the size of your business in individuals?

  • 0-50

  • 50-100

  • 100-200

  • 200-300

  • 300-400

  • 400-600

  • 600-800

  • 800+

  • 1000-1500

  • 1500-2000


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Great topic!

I think there should be more options above 800 though. There are several with books over +1,200. That's potentially $120,000/yr more than an BoB of 800.
True.

Also, one of the unfortunate things is eventually a portion of the book of business is unpaid (ie med supps 7yrs old+).

In my CRM I have the med supp effective dates that way I can see how many are in the book (total) but I can also segment the number to see how many are still commussionable.

Obviously we still service the 7+ who can't move to a new carrier - we were paid fairly on those, but just for the snapshot of the book it's good to know the split.
 
Added more options. So I have been in the industry for 13 years, and recently went independent about 2 years ago. I am so close to 400 clients.
That's awesome - 400 is roughly the 6-figure mark (it's usually over 6-figures but more thinking take-home money after some expenses).

1-400 is harder than 401-800. (in terms of marketing)
401-800 is harder than 801-1200...

Make sure you get spouses, cousins, etc. - the 400 you've built so far can give you some lay downs if you do it right.
 

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