June 27, 2024

How to Increase Your Quoting Win-Ratio by 50%

33 minutes

Going for the BOR is always the better option, but sometimes you just have to quote. If you go through a normal quoting process, be sure to get these three (3) things from the prospect. Once you do this, your quote-to-win ratio will increase so much that you could see your new business revenue increase by some 50% annually. That's a lot of commission. It's YOUR new business commission! But only if you get these three buy-in's from your prospect. So, listen and implement.

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Key Topics:

Understand the significance of the quoting process in the insurance industry

The importance of the Broker of Record (BOR) letter

Three essential steps to secure more clients and increase commission

The importance of exclusive access to key insurance carriers

Ensuring guaranteed business through clear agreements on price savings

Preventing competitors from getting a last look at quotes

Strategies to remind clients of agreed terms during the quoting process

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