Insurance Agency

How to Present Winning Insurance Quotes

Originally aired on
August 24, 2022
Presenters and Guests
Jeremy Powers


Powers Insurance Experts

Robert Boerrigter

Head of Agency Sales

Canopy Connect

You could do things the old-fashioned way and ask your client a ton of questions over the phone—getting guesses, assumptions, and half-truths.

Or, you could take a modern approach to client intake and position your quote to win.

Insurance expert Jeremy Powers discusses why going old-school means you're likely leaving a lot of money on the table and what you can do today to modernize your processes and techniques to:

  • Uncover additional policies
  • Analyze and fill potential coverage gaps
  • Position yourself as a trustworthy advisor

Jeremy also shares his secret on how he presents quotes that win.