Carl Witkowski
Presidio Insurance
Clarks Summit, PA
“What I like about the [TrustedChoice.com referrals] are the people we’re looking for are the people who are finding us – so the conversation is usually, we’re already lock-step about 75% of the way, then it’s a few minor details and we’re writing the business.”
“We just got our first [TrustedChoice.com warm transfer referral], and it was great… By the time we got off, we wrote the workers’ comp. policy, we advised on the professional liability, we re-quoted her general liability… And they want to move all their personal lines over to us.“
“I think [the Advantage subscription] is a very, very, very good gateway lead service for any agency that’s thinking about trying it. It’s a very low spend, [we always have] access to our account manager who’s been nothing but nothing but absolutely helpful in getting us more leads, and really no negative takeaways from it whatsoever.”
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