“[One account’s] premium amount was about $65,000… So it was definitely a very worthwhile Claim-it referral.”
Kentucky Agency Success Story – John Ison – Claim-it Series
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Jenn Haack
Florida Agency Success Story – Christopher Grimont – Claim-it Series
“[One referral we claimed] was a water main construction [policy]… Actually, that also panned out to workers’ comp. as well… So including workers’ comp, it’s probably pushing $40k [premium].”
Nevada Agency Success Story – Victoria Adgett
“[Of] the referrals that come directly to us [from TrustedChoice.com], we close most of those – that’s probably like a 60/40 [close ratio].”
Maryland Agency Success Story – Isiah Coles – Claim-it Series
“[One referral] came last week, it was about $15k. It was a commercial account… We sold them a policy that kind of gave them everything – the business liability, personal liability, and also workers’ comp.”
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Indiana Agency Success Story – Ben Klesinger – Claim-it Series
“We wrote one [Claim-it referral] that was around $90,000 in premium, and we made about $9k [in revenue].”
Utah Agency Success Story – Kirk Chester – Claim-it Series
“[Our Claim-it close ratio is] over 50%. We wrote a pretty large contractor through [Claim-it] – revenue was close to $5,000.”
Claim Referrals Fast With New Magic Link
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In the insurance industry, where even the smallest decision you make can impact client satisfaction and your agency’s success, data analytics are crucial. By effectively leveraging data, independent agents can gain valuable insights which help them to optimize internal operations, improve or enhance customer relationships, and most importantly, drive sustainable growth.
Missouri Agency Success Story – Jon McKinney – Claim-it Series
One [referral we claimed] stands out… This was a large nonprofit. It ended up being about $132,000 in premium and approximately $17 grand in revenue from that sale.