USI_Blu_wht_bckgd_rgb.png

Prospect Lists

  • Referrals from Middle Market EB, PC
  • Cross sell with PC, Retirement, Personal Lines
  • Prospects assigned to new producers
  • Large database of prospects

Local Select Leader Alignment

  • Goals are aligned with your success
  • Do not have their own book of business
  • Do not split commissions with producers

Sample Work Products

  • Best-in-class solution presentations
  • Customizable presentations

Advance Team Meetings

  • Prospect meeting preparation
  • Leader and peer input
  • Solution recommendations

Capabilities Presentation

  • Automated one touch
  • Customized for industry and city
  • Customized for solutions

100 Summit Lake Drive, Suite 400, Valhalla, NY 10595

Copyright