Agency Launch

Navigating the Complexities of Commercial Insurance Sales


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💬 Show Notes


In this informative episode of Agency Launch, Matt Dietz shares his journey of pursuing a high-end hair salon as a new commercial client. He recounts the lengthy process of securing an appointment with salon owner Dre Hammer, emphasizing the importance of patience and maintaining a large pipeline in the insurance industry.

Matt dives into the details of his initial meeting with the salon's husband, uncovering their current insurance situation and the potential for savings. He discusses the critical coverages he recommends, including Employee Practices Liability Insurance (EPLI) and tenants improvements and betterments, while analyzing their current policies and premiums.

As he navigates the quoting process, Matt candidly reveals the challenges he faces with underwriters, expressing his desire for better communication and collaboration. He highlights the disconnect between agents and underwriters and the need for a supportive culture within underwriting teams.

Throughout the episode, Matt provides valuable insights into the intricacies of commercial insurance, pricing strategies, and the importance of building strong relationships with clients and underwriters alike. His passion for securing the account shines through as he outlines his plans to win the business.

For listeners eager to enhance their insurance knowledge and client engagement strategies, this episode is a must-listen. Don't forget to text "free" to 208-213-8809 for access to a wealth of resources designed to elevate your agency's success.

00:00 - I'm trying to win a commercial deal with a high end hair salon

05:12 - I'm looking for work comp insurance for a client. I'm tired of my underwriters not wanting business

08:29 - There's a chasm between some underwriters and their agents

09:59 - Matt: I really want my underwriters to be on our side


Show notes created by https://headliner.app



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🎙️ Thanks for podcasting with Headliner!



Show notes created by https://headliner.app


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🎙️ Thanks for podcasting with Headliner!

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Agency LaunchBy Matt Dietz

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