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The Proctor Perspective | Agency Relations

Provides insurance professionals with mortgage industry insight and is a resource P&C agents to learn more about protocols associated with insurance solutions for financial institutions. If you have relationships with financial institutions, visit to learn more about business best practices, industry trends, competitive advantages, and income producing opportunities.

6 Sales Best Practices for P&C Agents

Amanda Bowers Amanda Bowers, 2/6/2017
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Are you looking for new distribution strategies to increase profitability with financial institutions? Here are Proctor Financial's 6 sales best practices for Property & Casualty agents to solidify sales channel management.
  1. Have an overall perspective on insurance solution
    Valuable time and effort goes into acquiring new business relationships. Proctor enables agents to blend specialized business functionalities for more income-producing opportunities.

  2. Immerse yourself in all aspects of the market
    Prove your capabilities through industry knowledge by utilizing business relationships with subject matter experts. Proctor leverages its expertise for agents to deliver intelligently crafted insurance solutions to their clients.

  3. Minimize jargon
    Take the time to rephrase insurance documentation, so clients understand the situation and impact upfront. Proctor collaborates with agents to cater messaging to audience understanding.

  4. Provide illustrations
    Illustrate the intangible properties of insurance to successfully sell it. Proctor provides sales & marketing tools for agents to demonstrate specialty insurance offerings for their financial institution clients.

  5. Create a transparent communication system
    Establish flexible communication with clients to assure availability when questions or problems surface. Proctor streamlines communication to achieve optimal results for clients and reduced administration for agents.

  6. Maximize existing relationships
    Continue to prospect current clients to see if you can provide any additional solutions. Agents can access coverages through Proctor that would be hard to attain directly in delivering program stability for their clients.
Interested in becoming an appointed agent with Proctor Financial?

Requirements: Interested in learning more about our insurance programs? Call or email me.

Best regards,

Amanda Bowers
VP of Marketing
248.824.1464
[email protected]
Proctor Financial, Inc.
5225 Crooks Road,
Troy, MI 48098
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