Stop Quoting. Start Closing.

In over 30 years in the insurance industry, it has become extremely evident that certain relationships have proven to be invaluable to my success and the success of our agency.  The Institute has proven time and time again to be one of the best resources that you can have that provides you with information, ideas, and a daily concern for your success in producing and retaining not only workers’ compensation accounts but helping you to stay on track as you grow.  Do not miss the opportunity to build this relationship with the Institute.  Your partnership with Preston and Kevin will not let you down.

Being affiliated with the Institute has been very, very good for my wallet. I’ve learned a lot of wonderful tools as well as just concepts for helping people understand how workers’ comp works.

Tim Hile – Ottawa Kent, Jenison, MI

Pres, “I truly did not know exactly what to expect when Kevin and you visited our agency It was really good with great ideas. Very cool.” I certainly did not think our team would receive the follow up it has. The in-agency Institute and follow up has changed how some producers now do business, and the other producers are “coming around.” Working closely with Steve, a 14 – year producer, has absolutely moved Steve from quoting to just “having a persuasive conversation” with potential clients. This has paid off in his best production year. We’re excited you are revisiting and looking forward to more of our producers embracing the Institute process and changing the way employers see our agency and their insurance.

Absolutely deserved by one of my favorite people in business. Preston transformed our agency from a pretty vanilla operation into a vital part of our community, saving lives through better understanding and
processes that produced incredible results for our clients. Thank you Preston!

First of all, thank you & the Institute for your communications recently on COVID-19 resources. As an agency, the insurance industry’s response to Business Income was our client’s biggest concern & questions for the first couple weeks. Now that has transitioned to Workers’ Comp and how the various States are treating COVID-19 claims and what employers need to know. So thank you for the helpful info, including the link to that attorney in IL’s memo as well as the link to the NCCI page for State’s legislative activity.

When Owen Taylor of Owen-Dunn Insurance Services was visiting Asheville, he told Kevin and me, “There is no better training to jump-start a producer than your work comp training. I can provide the other coverage learning in-house, but with your work comp training and support, producers have the confidence to move forward with all lines.

One 30 minute work comp review. That’s all it took for me to save this business owner $31,351 on his work comp.
They had been with the same agent for years and had never had a class code rate and credit review. They thought “work comp is what it is”. After one review I was able to show this business owner that nothing could be further from the truth….. *Just wait till I tell you next time about their audits.