Uncategorized

This weekly report should be filled out by new producers and submitted to their sale coach at CIB. Prospecting Activity Number of Calls Number of Contacts Made Number of Appointments Set Number of X-dates Appointments Set (enter name and appointment date) Also include a little about your new meetings from the prior week Pipeline (total… Continue Reading

Our CompPlanner2020 model shows a potential commercial insurance broker (producer) how the money works. 3 takeaways for B2B sales people exploring the commercial producer career: If you can produce, you want a compensation model like this…uncapped commissions, big-time residual commissions on client renewals, and a linear relationship between your clientele size and your W-2 income…. Continue Reading

Glassdoor published its fresh list of Best Places to Work based on employee reviews. Glassdoor.com is a Yelp of sorts for employees to review their employers. It showcases anonymous employee reviews and ratings. Big companies and hot start-ups orchestrate inclusion on these “Best Places to Work” lists. They hire reputation management firms to help manage… Continue Reading

We recruit business-to-business (B2B) sales professionals into careers with our clients, the country’s top commercial insurance brokers. A common question B2B sales people ask: “What will be my assigned territory?” The universal answer is “Wherever you can go – within reason – to find a client. There are no assigned territories. You decide.” Our clients… Continue Reading

Here we go again. Thanksgiving. Hannukah. Christmas. Kwanzaa. New Years’ Eve. New Year’s Day. January 1 – the Super Bowl of insurance expiration dates. These next 6 weeks are the “season of excuses”. When client hiring managers crawl into the fetal position. Refuse to meet with new producer candidates. Balk at moving candidate to offer… Continue Reading