Topic: Selling Value vs Price
Dave Patriarche – Mainstay Insurance Brokerage Inc.
Dave will share some of the ways he adds value to his small and mid-sized group client relationships. By aligning expectations, pre-selling renewals, educating clients and overall adding value from the very first meeting creates clients that are “stickier” than most. This value-sell reduces not just liability, but also administration and many of the time consuming tasks others fill their days with.
You will get a simple, but effective, tool to help evaluate insurer proposals to pick best fit. You can share this tool with clients so they will understand their plans and pricing better and have a better chance when another broker calls with better rates.
We will discuss the changing benefits space, some of the new challengers and how as a special add-on, will also tour the CGIB “MemberZone” and show you many ways to use the tools, videos and other resources there to add value to your clients.
Sponsored By:: Best Doctors Insurance
Cost: Members – $150 Non-Members – $250 (includes HST #815938600)
THIS EVENT PROVIDES HOT BREAKFAST, AND SOUP, SALAD & SANDWICH LUNCH
4.0 CE Credits will be provided to those who attend the entire presentation.