There are 2 types of sales people in the Personal Lines Insurance Business. Order takers and sales people. Order takers typically look for the low hanging fruit. The client is already on the phone, wants to buy today and has a means of payment. There are no objections and the effort required is minimal. They sell the product(s) they’re most familiar with so they “don’t have to deal with” another carriers software. Most agencies with more than a handful of agents have a few order takers on their staff. They’re the ones usually complaining about rates, the quality of leads, Continue reading "Personal Lines Order Taker or Sales Person"