The Consultative Broker
Briefing
A Free Publication of C.R. Ekern & Company
888.670.1177
www.crekern.com

Copyright, C. R. Ekern & Company, 2001

Consultative Brokerage Year-End Readership Survey

Dear Consultative Broker,

The Consultative Broker Briefing has become an industry “Town Hall Meeting” attended bi-monthly by over 3,000 of you.  In the past months we have talked about issues such as stewardship, how to provide client value, and the brokerage selection process.  We have been very gratified to receive some of your favorable comments.

Now it is time to hear from you!  Let’s try to make some sense together of this difficult marketplace.  With this in mind we have prepared a short year-end survey (ten questions) to give you a voice about your experiences.  The results will be shared in our next Consultative Broker Briefing.

Please take a few minutes to respond by completing the survey below.  Your input will be accumulated with Consultative Brokers from across North America.  These responses will create a mosaic of the marketplace and brokerage industry conditions.  Don’t be left out.  Give yourself a voice!

(Note:  This survey form is no longer active.  The form is available below for your review, but you will no longer be able to submit it.  It was distributed to our subscribers in mid-December, 2001))


1. On average, how many insurance carriers have an appetite for your account?
2. For what percentage of your January 1st renewals do you already have your terms? 
3. On average, what type of increase are you anticipating for your January 1st renewals?
4. As regards competition, how would you characterize the current marketplace?
5. In order to attract new clients, which of the following is the most important?
6. In order to retain your clients, which of the following is the most important?
7. Have you usually taken time off during the Christmas / New Year's Holiday Season?
8. Do you plan to take time off during this Christmas / New Year's Holiday Season?
9. Is this your first experience with a hard market?
10. Based on your experience, how does this hard market compare to prior hard markets?
What is your position within your firm?
Do you have any exciting or unusual stories to share with us regarding your experiences in this current hard marketplace?  If so, please use the space below to do so (or send us an email at briefing@crekern.com.)  Please note that we may choose to share your stories with our readers, so please also include your name, firm and email address in the spaces below so we may contact you.  We will not divulge any personal information without your consent.
Your Name
Your Firm
Your email address

Best regards to all Consultative Brokers,

Rob Ekern
President
C.R. Ekern & Company

(Note:  This survey form is no longer active.  The form is available for your review, but you will no longer be able to submit it.  It was distributed to our subscribers in mid-December, 2001))


                                        


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Consultative Brokerage® Techniques are utilized by agents and brokers across North America in the development and retention of upper middle market revenues.  The Consultative Broker Briefing is delivered electronically free of charge to selected agents, brokers, and other insurance professionals across North America.  To subscribe to The Consultative Broker Briefing, please click here.


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Copyright 2001 C.R. Ekern & Company