REVEAL YOUR BUSINESS INSURANCE REFERRAL SUPERPOWER!
To find out if a business owner/manager could use an insurance comparison, I…
Discuss the wellbeing of their entire business.
Ask about the business risk factors in their industry.
Wait to see if they mention a need.
Tell them the basic types of solutions our Business Insurance team offers.
When I meet with business owners and managers, I find that they most often…
Tell me a good story about what their company is up to.
Talk about a problem (or a few) they are dealing with.
Are pretty reserved, and don't like to share.
Give me the low down on new opportunities they are chasing.
The way that I figure out how a businessperson approaches their risk management is by...
Talking about all the areas of their business to see if they've considered how insurance affects in a variety of ways.
Taking stock of the the volume of issues or crises they encounter.
Asking how long its been since a business insurance expert reviewed their coverage.
Looking into their industry and discussing important or emerging trends.
When I want to encourage a member to meet with our business insurance experts, I...
Briefly explain that our business insurance team has such diverse experience they can advise them about all areas of their risk, and provide options.
Suggest that advice from our business insurance team may help them avoid or deal with the vulnerable areas in their company.
Complete a warm hand-off if they ask for a business insurance follow-up.
Make sure they know that the costs of loss and premiums are often intricate, and our business insurance team can advise the best way to spend, and identify any ways to save.
Many businesspeople don't realize the great deal of stress and the emotional toll of dealing with a disaster if they are underinsured. I help them understand by…
Mentioning that there's a ripple effect of unexpected setbacks on a business as well as personal health. And that our business insurance experts can tell them more.
Ask about what kind of problems they might have personally if faced with a problem that they weren't protected from.
Asking if they are interested in talking to our experts about the human side of business insurance.
Talking about how lost product, time, and customers quickly compound into a loss of wellness for owners and employees when a problem occurs, and direct them to a business insurance expert to protect their future.
It Is important that business owners know that First West Insurance (Envision, Valley First, Island Savings) are one of the top 20 full service brokers IN BC because…
It's most convenient for them to have all their financial services in one place.
We have experience in thousands of unique circumstances, which gives us the knowledge to best advise them when trouble arises.
A prominent status makes them more likely to come to us proactively.
Our expertise is so broad we can spot potential issues that could help or hurt their bottom line.
The member/client you refer for business insurance most often is…
One who has all the rest of their deposit and lending financial services with us.
One who encounters risk quite often.
One who inquires about coverage.
One who is extremely focused on growing their business in new or greater ways.
How do you help members/clients know that using our insurance services also makes their whole credit union membership stronger…
Mention how their complete financial health works hand-in-hand with that of the credit union in which they are part-owners.
Point out the uniqueness of the credit union model - thriving due to the strong support of member-owners like them.
Ask if they realize why we think it's important to provide insurance services.
Tell a story about the win-win of business owners who throw all their support behind us, and vice versa.
When you think a business owner or manager could use a second opinion on their coverage for business interruption or loss of income, do you talk about…
Making sure their personal protection, and that of their employees, is holistic.
Identifying all the unseen gaps that could threaten their loyal client base.
The free consultation with out experts.
Our access to most major insurers, which allows us to compare potential cost savings today, or in an emergency.
It is important for small businesses to know that odds are they will have a harder time recovering, and they’re more likely to close, after a loss has occurred. Do you tell them about…
Another small business who recovered quickly from a loss because their coverage was comprehensive?
The countless ways other small businesses have missed one type of coverage that balooned into too many problems to correct?
The range of types of protection our insurance experts offer for many small business issues.
Another small business who avoided loss and stayed on top of their industry because their coverage was comprehensive?
When you refer a member or client to business insurance, you enter the complete CENTS data in the Comments field in the Opportunity form. CENTS stands for…
Consent, Event, Name, Time, Sender
Call, Event, Name, Time, Sender
Contact, Evaluation, Need, Type, Schedule
Clients, Expect, Nothing-less-than, Top, Solutions
{"name":"REVEAL YOUR BUSINESS INSURANCE REFERRAL SUPERPOWER!", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Are you ABC?, moneychallengeweek5 XYZ?","img":"https://cdn.poll-maker.com/21-821679/screen-shot-2017-09-12-at-2-36-19-pm.png?sz=1200"}
More Quizzes
Which Dreamteller Character are YOU?
840
What other systems would you like to see tier list templates for?
100
How much do you know me?
1050
James Weldon Johnson
4298
Boundary Activity Poll
13621
ONE LINE CURRENT AFFAIRS HINDI 24/03/2020 TUESDAY
1050
Zastita ispit
281465
Examen de Admisión UNI 2020-1
21100
Games Community Group Workshop
100
Prof yin sinath, update
4522147
Which Valley Girl Are You?
940
Third Party Due Diligence
420