Short transcript advice for insurance professionals on how to answer clients who ask who they work for. Speaker recommends keeping the response simple: say you are a senior underwriter and broker for about 20 companies and name widely recognized carriers (Mutual of Omaha, Foresters, Americo) rather than referencing internal firms like Equus or Integrity.
Chapters
Another question you're going to get asked from a lot of your clients are well who do you work for? You know most people don't even know who Equus is or integrity. So I just let them know I'm an underwriter and I'm a broker for 20 different companies. Some of you then you may know like Mutual of Omaha, Forresters, Americo. I throw out some bigger name companies so that people will recognize them. So I don't let them know hey I just work for this company. I don't ever bring up Equis, I don't ever bring up integrity. I just simply say I'm the senior underwriter for in a broker for 20 different companies and that's my job is to get that information to you. So just keep it simple. When they ask who you work for, you're an underwriter and a broker for 20 companies such as Mushv, Omaha Foresters, Americo and keep it like that. Keep it simple. Don't over complicate it.