Insurance Agent Question:

It was a sale that not only brought in revenue, but also additional clients. It was a very large firm with offices all over the world. They also had several claims. I met with them face-to-face many times to get to know them and go over their needs. From then, it was months of back and forth gathering financial statements, collecting claim information and sending the account to 30 different insurance carriers. I received quotes and created a detailed comparison. After proposing to the client, I received an order for a $363,000 policy. The owners of the company then started other companies that became customers as well.