Sarah Mitchell
Ideal Insurance Agency, Inc.
Surprise, Arizona
“I’d say that we have probably about 80% success with the leads that we’re getting.“
“[One account written was] $30,000, a commercial auto. Revenue, it was about $3,000-$5,000.”
“Claim-it does stand out as far as leads go, because we don’t have the insured being bombed with a bunch of phone calls at the same time… Usually we have really good rapport with the leads that we do get because they’re genuinely looking for insurance.”
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Keywords: Claim-it process; prospect info prior to purchasing; quality referrals; exclusive referrals; personal & commercial lines; close ratio: 80%; premium amount: $30k/one acct; commercial lines; ROI
