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WHO HAS BECOME A 21st CENTURY INSURANCE AGENT?
My family has been in the insurance industry since 1876
My parents today run an insurance agency in Cincinnati, Ohio (my Dad's license plate says "Life Man")
My San Francisco journey -I worked at OpenDNS to build their outbound sales team and helped sell to Cisco for $635M
Robotics tech startup's first sales hire where I sold the world's first industrial exoskeleton system to the United States Navy
On a mission to help insurance agents save time and
make more money
Agents have to educate and instruct prospects on where to find their information and what they should share.
Prospects do not know where to find their information, they don't have a process to follow, and often lose interest because of this.
Agents often receive inaccurate information from prospects - white out over premiums, receive policy IDs or incorrect documents.
The largest friction point in the sales process is the agent and prospect spending time collecting information.