An East Coast agency generated $1.1 million in new commission from broker of record letters in 2020. Brent Kelly breaks down how: identify future ideal clients, define what sets you apart with proof, then execute a repeatable process like Sitkins' risk concierge program.
Hi, Brent Kelly here at the Sitkins Group.
You know, one of my absolute favorite parts of my role as a Sitkins.
Coach is to be able to share success stories with other agencies that are.
Achieving things that maybe they didn't think were possible and now they're actually achieving.
And this story of success comes from.
An agency partner of ours on the east Coast.
Now, this agency has great leadership, but.
Most importantly, they've all bought in as a team.
It's been a culture issue to do.
The right things at the right time. And last year, one of the greatest.
Successes that we heard is that they.
Had $1.1 million and some change. $1.1 million in agency revenue just on broker of record letters alone. 1.1 plus just on broker of record Letters. Well, how do they do that?
Well, first of all, we don't teach.
Just broker of record letters at Sitkins. Typically, broker of record letters are a natural outcome of a great agency process.
And so there are three areas that.
I want to highlight this agency did that were very instrumental in achieving this and by the way, still achieving this in 2020amidst Covid. Number one is identifying future ideal clients, not suspects, not prospects, but who are.
True to the future ideal clients, keeping.
It visible and having a targeted strategy plan around those future ideal clients. Number two is identifying points of differentiation, not generically, but, but again, with substance and meaning that we could really unlock the value we provide, the evidence that we have to support that, and of.
Course, asking great, great questions.
And then lastly, it's about the plan.
It's about the process.
Now, at Sidkins, with our private client members of our network, we have the risk concierge program. This is a proprietary plan, a sales process that helps agencies walk their clients through a specific action plan.
Now, through this, this agency, by implementing.
Again, $1.1 million in broker of record letters alone. If you're an agency looking to better identify your future ideal clients, to have.
True points of differentiation, and ultimately to.
Have a plan or process that your entire team can rally around. Click the link below to apply. We'd love to chat with you and.
