Not all business is good business. In this episode of Build Your Legacy: Insurance Edition, we explore when it’s time to walk away from a prospect—and why it’s often the smartest move an agency owner can make.
- When “helping” actually hurts your agency
- The trap of quoting midterm policies
- How to recognize bad fits before you waste your time
- The cost of serving certificate-only clients
- Why saying no can help you grow faster Want to grow smarter and sell better? This episode is your guide to protecting your time, reducing E&O exposure, and focusing on the right opportunities.
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Learn More:
Visit SIA of NC to explore opportunities for independent agencies.
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