Consultative Broker Briefing - Volume III, Number 1

The Consultative Broker® Briefing
Volume III, Number 1
A Publication of C.R. Ekern & Company
888.670.1177
www.crekern.com
Copyright, C. R. Ekern & Company, 2001

"Consultative Brokerage Presentations"

Consultative Brokers know how to create and deliver excellent presentations. The presentation is one of the most effective tools for client development and retention. Quality presentations establish credibility and the perception of expertise. They are a "consultative platform" from which to create value.

One of the most difficult challenges facing regional and independent brokerage firms is the ability to access in-depth marketplace intelligence. This intelligence is critical to providing clients and prospects with information that brings them significant value. The next time your firm has an information dilemma, you should consider visiting these websites:

Both the Marsh and AON sites contain state of the art "Marketplace Reports." These reports provide quality insights into the marketplace by industry group. The XL site contains a North America large loss review, which could provide invaluable information the next time your firm is asked, "How much insurance do we need?"

Best regards to all Consultative Brokers,

Rob Ekern
President
C.R. Ekern & Company

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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.

Thank you.
C.R. Ekern & Company