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Jake

Student
Edmonton, Alberta, Canada
2 Questions
221 Karma

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Jake Dec 15, 2022 2077 views

Would you prefer to speak with an agent on the phone or contact them online?

There is a bit of a debate in our office these days about emailing clients vs calling clients. As someone in the marketing department I want them to call and email the client at least 3 before giving up. Some of our sales staff are insisting that clients don't want to talk on the phone and just...

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Jake Dec 08, 2022 685 views

What kind of materials should our commercial insurance brokers be using?

We have a team of commercial sales brokers that are trying to hit increasingly higher sales targets. If you were running a business, or operating the purchasing, what kind of materials would be influential to you? Brochures? Realtor style folders? Referral programs? SWAG? I'm hoping to give...