Christy Hogan, owner of Associated Insurance Mangers, takes us to school, teaching how to cater to the High Net-Worth cliental. Let’s be honest, High Net-Worth clients are the Holy Grail of personal lines! In this episode, we are going to learn how service is really sales when it comes to growing a High Net-Worth book of business. Christy talks about growing her High Net-Worth business with only a service team. She also walks us through her journey from being a CPA to a personal lines insurance agency owner serving an exclusive client base.
Sponsored by the WorkCompDude.com referral program. Refer your clients to [email protected] when your clients need general liability, commercial property insurance, commercial auto, employee benefits plans, and of course…. workers’ compensation insurance. (844) 975-2100 or [email protected]
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