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Creating Mutually Beneficial Relationships to Better Serve Your Clients & Grow Your Business.

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Presentation on theme: "Creating Mutually Beneficial Relationships to Better Serve Your Clients & Grow Your Business."— Presentation transcript:

1 Creating Mutually Beneficial Relationships to Better Serve Your Clients & Grow Your Business

2  Mutually beneficial relationship between a RE professional & one of our insurance advisors.  Program to service mutual client with “platinum” level insurance services.  Designed to increase business and revenues for both professionals.  Desired result is win/win/win for client and both professionals.


4  Independent agency with a strategic relationship with CIG.  We have chosen the RE industry as a niche market to serve.  Over 100 years of combined insurance experience among 7 staff.  Passion for excellence and preeminence in our niche.  Utilization of leading edge technology.  Systems approach to marketing and service.

5 Our Customer Service Specialist, Susan Bueno is responsible for making clients feel at home and getting EOI issued on time and right the first time. Your clients will love working with Susan!

6  Personal lines specialists.  Work as a team to provide the best possible experience for mutual client.  Excellent people skills.  Committed to the success of this program. From Top to Bottom: Scott Bosler, Mark Jennings, Jon Oliver

7 Phil Oliver: Managing Partner has more than 36 years of successful experience in personal lines insurance. He has worked closely with Real Estate Professionals to help their clients with their insurance and get escrows closed. Serena Torres: With more than 26 years of experience in both personal and commercial insurance, Serena oversees the service activities in the agency to make sure clients get a “WOW” experience. No detail is overlooked by Serena.

8 Nathalie Kagy: With more than 10 years experience in the insurance industry, Nathalie is the Marketing Rep for the agency. She has a deep understanding of the insurance needs of people who are buying or refinancing their homes. She will be visible to you and provide you with many “perks”. She will help us stay connected with you so we can serve you with excellence.

9 We become part of your business team:  Fewer problems at close of escrow.  Our commitment to preeminent client service to make you look great!  Post-sale marketing and service systems designed to keep you “top-of-mind” as client’s RE professional.  More repeat sales and referrals.  Perks and promotions to express our appreciation for your referrals.

10  Insure timely and accurate delivery of EOI.  “30 Day WOW” post-sales system specific to REAP referrals.  Referring RE professional’s name displayed in our client’s file in management system.  Annual reviews with communications designed to keep RE Pro’s name top of mind.  Client appreciation events where REAP participants are invited to attend.


12  Strategic relationship with CIG gives us underwriting authority.  Independent status gives us choice to place business with a company best suited for the client and the type of property.  Our prices (rates) will typically be extremely competitive.  We only deal with top rated insurance carriers who offer the best policies.  “One stop shop” for 99% of all possible referrals to our agency.


14  Flood map changes in our area has caused major frustration and confusion… causing RE professionals to lose escrows due to inaccurate flood insurance proposals and pricing.  Most insurance agents and staff do not fully understand the nuances of flood insurance.  Our agency not only offers NFIP, but also has 2 private flood insurance markets.  Our commitment to you is to do the necessary research to secure the lowest possible rate for our mutual client.  This alone could preserve several escrows.

15  We ask RE professional to give us the opportunity to develop and present a proposal of insurance for property in escrow.  This could be just a “2 nd Opinion” to assure they’re getting fair deal.  Our commitment is to provide “Platinum Level Service” to make you look great.  If we get the business we will use our unique systems to keep you top of mind.  All referrals (whether or not we write business) will be appreciated with our perks and promotions.

16  Fewer escrows with insurance problems.  More closings and commissions.  More repeat sales as you remain top of mind with your clients.  Assurance the insurance will get handled quickly and efficiently in client’s best interests.  Improved relationships with your clients and more referrals.


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