Where is your personal office? (City, State/Province, Country)
El Cerrito, CA, USA
Where do you personally sell?
Anywhere: have risk will travel
Describe your company's offerings
Risk & Insurance Management: Risk identification & assessment; Prevention/ Mitigation/ Crisis management planning; Insurance program review; Broker & Service assessment; Buy Your Insurance Last™
Which industry do you represent? (How would a client or partner label your service offering?)
Expense Management, Other
Which titles make purchase decisions for your offerings?
CEO/Owner, Finance
Do you target specific types or sizes of companies? If so, please explain.
Generally $5 to $150 million - can be larger or smaller
Who are your power partners? (Who refers business to you? What business are they in?)
Attorneys; CFO/ Accountant/ CPA/ Financial Advisor; other Management Consultants
What are some symptoms that a prospect might need your offering?
Am I paying too much? Do I have the right broker? What risks don't I even know about? What can I do to prevent losses/ protect my employees and customers? How could I survive a major loss?
What differentiates you as a possible business partner?
Clients say I'm the only insurance specialist they know who doesn't sell insurance.
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