I picked up a $100,000 revenue account on a BOR that was 100% based on metrics, quantifiable impacts and ROI. The buyer was already positioned to hear my message and, “Didn’t have time to teach his current broker how to think like us.” We were appointed as the broker with just one meeting. The president and I were drawing charts and graphs on the whiteboard during our meeting, and he even asked me what my KPI’s were… It was awesome!

Top Producer of a Major Southeastern Insurance Brokerage,