Sales Support
Prospect Lists
- Referrals from Middle Market EB, PC
- Cross sell with PC, Retirement, Personal Lines
- Prospects assigned to new producers
- Large database of prospects
Prospect Warming
- Auto generated emails sent to executives
- LinkedIn Sales Navigator
- Social media toolkit
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