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  1. Success Stories
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  3. Pennsylvania
  4.  » Pennsylvania Agency Success Story – Carl Witkowski

Pennsylvania Agency Success Story – Carl Witkowski

I think the Advantage subscription is a very, very, very good gateway lead service for any insurance agency that’s thinking about trying it.
Published: May 22, 2023

Carl Witkowski

Presidio Insurance

Clarks Summit, PA

“What I like about the [ 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 [ 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.”

Exclusively for Big “I” members, is the #1 online resource for connecting insurance buyers with independent insurance agents. We rank high in Google search results and have had over 30 million insurance shoppers visit Become a recommended agency on today. Learn more.

Keywords: online shoppers, exposure, be found, appetite, warm transfer, commercial lines, personal lines, quality referrals, Claim-it, marketing dollar, satisfaction, customer service

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