Erik R. Holland's Page

What company (companies) do you represent?

Fidelity Insurance Service

Website:

http://www.fidelityinsuranceservice.com

Where is your personal office? (City, State/Province, Country)

801 Allston Way
Berkeley, CA 94710

Where do you personally sell?

Through out the state of California. The agency's true sweet spot is in Contra Costa and Alameda counties.

Describe your company's offerings

We are an independent insurance agency that sells property and casulty coverage for personal and commercial clients. Because of our status as an independent agency we are able to truly market the risk of all of our clients so that we are able to place them with a policy that best fits all of there needs.

Which industry do you represent? (How would a client or partner label your service offering?)

Sales

Which titles make purchase decisions for your offerings?

Sales

Do you target specific types or sizes of companies? If so, please explain.

Our agency markets ourselves to clients that understand the risk that they are responsible for (business, auto, home, etc) and want to make sure that these are properly protected by somebody they trust.

Who are your power partners? (Who refers business to you? What business are they in?)

A lot of our power partners come from management/ownership levels of small to medium size business that are active in the community. We also enjoy working closely with payroll consultants and realtors.

What are some symptoms that a prospect might need your offering?

Many of our clients come to us because they have been referred to us by a current client. Some of the symptoms that a prospect may have are that they suffered a large loss with a previous carrier, felt mistreated by a previous agency, looking to package all of there insurance coverage, and want to work with a locally owned independent agency.

What differentiates you as a possible business partner?

Our staff is able to look at every risk indivually and recognize how they are different. This helps with client and the carrier feel very comfortable with the partnership.

Who first told you about the B2B Power Exchange Community?

Johnathan DeYoe