Show me the list 

Our associate, agency development coach Frank Herberg, says to his agent clients who want new business growth: “you’re not in sales if you don’t have a sales list; show me your list.” 

All too often the list is a no-show he reports. 

Developing a quality prospect list for personal or commercial lines is one of those “on your mark” new business steps. The “get set” step includes the tactics that will be used (message, materials, media, schedule) tactics. The “go” step puts the plan and tactics in motion…leads are followed up, appointments are made, sales are closed. Without a target prospect list, you won’t be set, and your new business drive will be a no-go.

Where to start?   Start by profiling your best personal lines or commercial lines clients. Then find prospects that match up. It’s that simple.  But not that easy.  It takes time and research skills to assemble or buy the list you need. 

Need some help?  Give us a call.