Our phone rings when all resources have been “exhausted”, after multiple agents have said “It’s impossible to place”.
For us, that means opportunity.
Every account has a story to be told. Our process is tedious and time consuming on the front end but circumstances matter, listening matters. We feel in today’s super charged world of online portals and quick/immediate satisfaction, our best moments are discovering overlooked details where we see a daylight and others see declinations. We take the extra step to understand the issues on both sides (client and underwriter) to find solutions.
Common comments on initial calls:
“Our agent doesn’t understand our business”
“I haven’t found anyone who can place this risk for me”
“Someone told me you exist, but I didn’t believe it”
We highly value personal relationships. Our process begins with a phone call. Email is a great tool however we need to discuss structure, understand business, and figure out “the ask”. Plus, we typically can indicate pricing after initial call.