The Consultative Broker® Briefing
Volume III, Number 1
A Publication of
C.R. Ekern & Company
888.670.1177
www.crekern.com
Copyright, C. R. Ekern & Company, 2001
"Consultative Brokerage
Presentations"
Consultative Brokers know how to create and
deliver excellent presentations. The presentation is one of the most
effective tools for client development and retention. Quality
presentations establish credibility and the perception of expertise. They
are a "consultative platform" from which to create value.
One of the most difficult challenges facing
regional and independent brokerage firms is the ability to access in-depth
marketplace intelligence. This intelligence is critical to providing
clients and prospects with information that brings them significant value.
The next time your firm has an information dilemma, you should consider visiting
these websites:
Both the Marsh and AON sites contain state of
the art "Marketplace Reports." These reports provide quality
insights into the marketplace by industry group. The XL site contains a
North America large loss review, which could provide invaluable information the
next time your firm is asked, "How much insurance do we need?"
Best regards to all Consultative Brokers,
Rob Ekern
President
C.R. Ekern & Company
Consultative BrokerageŽ Techniques are utilized
by agents and brokers across North America in the development and retention of
upper middle market revenues. The
Consultative Broker Briefing is delivered electronically free of charge to
selected agents, brokers, and other insurance professionals across North
America. To subscribe
to The Consultative Broker Briefing, please click here.