A PERFECT EXAMPLE OF THE BIG OPPORTUNITY IN ACTION

An operation came in as two, nearly three separate entities and submissions. The agent was trying to win the account over and get the entities consolidated on one policy for the insured.

He was not able to provide the loss runs for one of the entities for the current year and communicated that to me at the last minute. Since I didn’t have the complete loss runs, I was prevented from offering subject to loss control.

The agent needed the quote as soon as humanly possible, because they were trying to meet a very close effective date and they had already paid their premium for the next year to the current carriers, yes two separate ones. I had to turn the quote around by that weekend to have a shot at binding this one.

I hated to make the call, but I contacted David Courtney and asked if there was a chance he would have time to do a phone survey for me on this account that day.