UNIT XX-A: BUSINESS INSURANCE
SALES & MARKETING APPENDIX
ACTION ASSIGNMENT #6

Policy Delivery & Getting On-Profile Referrals

  1. Prepare policy delivery meetings with your General Agent/Trainer or Advanced Sales Specialist, and conduct these first few such meetings as joint calls.

      COMPLETE

  2. Practice asking for on-profile referrals during these meetings, as well as setting-up cross-selling opportunities with your new clients.

      COMPLETE

  3. Describe the specific types of formal and informal client contacts you will regularly use to maintain a high profile and communicate with business and professional market clients. Discuss with your General Agent/Trainer or Advanced Sales Specialist why it is essential to anticipate, rather than just react to, problems in these markets.

      COMPLETE

    4. Please print this Action Assignment using the "Printer Friendly" button at the top of this page. Once it is complete, sign it and submit it to your General Agent for his or her signature. Give one signed copy to the General Agent and fax/send another copy to Field Development Operations at the corporate headquarters — (513) 794-4515.


Unit XX-A: Business Insurance
Sales & Marketing Appendix
Action Assignment #6 Satisfactorily Completed

DATE: __________ SIGN OFF
General Agent: ____________________________________
Sales Associate: ___________________________________
Firm (Print): ____________________________________

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