First Meeting Reports
Are you walking away empty handed after first initial meetings? Advisen's First Meeting Reports help you strike a home run at the initial meeting when it comes to winning over clients. These First Meeting Reports will enhance your expertise and drive revenue out of the ball park for your organization. Here's why:
- Provide deep depth review of your client's critical issues and overview of insurance market trends so that you are better prepared for the meeting
- Enables you to identify your client's specific risk issues, coverages to be sold, problems to solve, and measure prospects against peer group exposures and risks
Key components of Advisen's First Meeting Reports that hit a home run with your clients are:
- Deep dive of demographics and exposures for that client and relative to its related industry
- Aggregated loss data on the industry
- Review of the insurance marketplace, including ADVx, total cost of risk or total premium benchmarking graph
Advisen's First Meeting Reports will help you step on all your bases so that you can strike a home run with your potential clients and drive revenue out of the ball park! To learn more about how to get more clients after initial first meetings please contact support@advisen.com.
