Beyond Insurance

Gain Trusted Advisor Status

"Your approach has produced great results in the transformation of prospects and clients. But the thing that has been most amazing is the transformation of how carriers treat us. They are now clamoring for our business and all asking us how we do it."
Marc McTeague, President & CEO Best Hoovler McTeague Insurance Services, Reynoldsburg, OH

The Purple Cow Business Development Survey

This workshop is designed for agency producers, with at least two years of experience, who desire a consultative, diagnostic system to differentiate themselves in the eyes of their clients and prospective clients to significantly improve their business development performance … a unique process to gain Trusted Advisor status.

  Strongly Agree Agree Uncertain Disagree Strongly Disagree
1. I have a distinct, consultative and diagnostic sales process to acquire clients.
2. My sales approach protects me from getting caught in the "Commodity Trap" - the 90-day insurance blitz.
3. My new business "hit ratio" is 80% or better.
4. I have a prospect research and qualification system which creates a steady flow of qualified new business opportunities.
5. I have a disciplined, results-oriented cross selling system.
6. I have a process in place to benchmark customer intimacy, appreciation and loyalty.
7. Insurance carriers consistently give my accounts preferred treatment as a result of their enthusiasm for and confidence in my agency's business model.
8. My reputation and brand in my community allows me to distinguish myself from others in my profession.
9. I am energized by my firm's business model, systems and growth strategies.
10. I have a sense of clarity, simplicity, passion and purpose in my business life.
 
Total checks for this column
Times total number of points X5 X4 X3 X2 X1
Equals total points scored = = = = =
Your Score
If you scored: Then:
39 or below This workshop is designed for you. You’ll be energized and focused. Bring a colleague.
40 to 44 Your time will be well spent. You'll gain many strategies, systems and tools, and walk away with lots of ideas you can implement.
45 and above Congratulations! You are already a Purple Cow. You do not need this program.