Book highlights

Book highlights

Are you starting a career in property & casualty insurance sales? Buy this book!

Are you a personal lines agency seeking to grow your agency in commercial lines? Buy this book!

Veteran agent Bud Carr. CPCU has written an introductory guide for new agents and personal lines agencies who want to develop and grow a profitable book of commercial lines business. Utilizing experiences and personal stories over a long career, Bud provides the reader with the qualities needed for success, describes the components for a profitable book of business, explains the creation of a prospect list, how to reach prospects for that all-important first meeting, and covers the complete prospect interaction from rapport and data gathering, gathering quotes and presenting a winning proposal. The book concludes with a summary of E&O risks and coverage, along with E&O exposures over the client's life cycle. The appendix includes comprehensive checklists and scripts for conducting productive prospect meetings.

Here a just some of resources you’ll find in this book

  • Real-life sales stories
  • Motivational quotes and lessons to keep you moving towards your goals.
  • 3 must have reports for sales tracking.
  • Managing time; that finite resource
  • Qualities and skills required for success.
  • The one-word response to handling sales objections
  • How to walk away from bad situations – sooner than later
  • Position yourself as a risk manager (providing solutions) not an insurance agent selling insurance policies.
  • Low-cost sources of leads
  • Insurance education is more than getting your continuing education hours.
  • The sales lesson learned from an infamous aviator.
  • Components of a valuable Book of Business
  • Rid your client list/book of business of two wasteful types of clients.
  • Make warm calls not cold calls!
  • Valuable sales advice from a former First Lady!
  • Get powerful referrals with a business card.
  • Handling sales calls with the skills of a doctor and tailor
  • How to win the “game” with a new prospect
  • The most important question to ask at any follow-up meeting.
  • E&O prevention tips for the entire client life cycle
  • Sales advice from a top agent in the entertainment industry