SELL INSURANCE not CANCEL POLICIES

Here's one I get probably no less than a million times a day:

 
Producer sends in app showing risk as a "handyman" doing room additions (a contradiction in terms). Shows owner only, sometimes $10,000 additional payroll for a "helper" (aka Casual labor). Shows no sub-contracted work. My response is this:
 
If applicant is doing room additions there would be some electrical and potential plumbing work, which requires a license - is applicant a licensed electrician and plumber? If not, that would indicate some amount of sub-contracting, which changes the complexion of the risk.
 
Not to steal from Ron Webber (but I will, cause we're pals) but the Bottom Line here is this: think about what exposures the applicant has and ask the questions when he's in the office or on the phone. If he has no answer, or his answer is not logical, is this really someone you want to write? The idea is not to write it today and cancel it tomorrow. Put another way, the idea is to SELL INSURANCE not CANCEL POLICIES. No one ever made a fortune in this business by canceling policies.
 
A producer friend of mine called me very excited about 9 months ago, exclaiming: "I'm going to grow my business by telling people no!". This individual had figured out that the $800 and $1000 premium commercial account was actually costing him more time and headache than his larger risks - taking focus off the lager risks where he could concentrate his efforts on cross selling. This is done all the time in the L&H field; it comes in the form of "do you qualify?"  Today, this guy is one of the top shelf producers - why? Because he has figured out and applied the basic premises of success in business:
a) no one works for free
b) concentrate your efforts where they bring the best result
 
Let's face it, 9 out of 10 of those little guys that finance their $800. policy will cancel within the first 60 days. Why? Because they need a certificate of insurance for a job they're doing. They are not interested in the coverage, just the piece of paper that says they have coverage. When their policy cancels, you don't hear back from them for a rewrite, follow-ups are useless and they just cost you more in time and effort than it would have cost to pass on him. I don't say that I won't write these smaller risks, after all, the little businessman is the backbone of our economy. It's important to explain coverage to the "little guy", help him to understand what he's buying and why the coverage is as valuable as his bank account. We all know what can happen and no one ever needs the coverage until they don't have a policy! Its a good idea to pre-qualify these guys and to sell them insurance up front (rather than price) - that way the chances of keeping coverage in force are dramatically improved. Fewer cancellations. And if you do get that cancellation, make the "remember why you purchased this important coverage" call - works like a charm.
 
Stepping down off my soap box ....
 
Gary P. Alexander

Gary@AlexanderFirst.com
Vice President

 
Alexander General Agency, Inc.
phone: 678-344-1733
fax: 678-344-0878
toll free: 1-888-450-1405

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