Where is your personal office? (City, State/Province, Country)
Modesto, CA
Where do you personally sell?
Central Valley, CA and throughout the state of California
Describe your company's offerings
Full line of insurance including P & C, life insurance, health insurance and securities (401K plans, IRAs, etc.). Not only can we insure your home and your business, we can set you up with key person life policies, offer group life insurance and set your company up with a 401K plan.
Which industry do you represent? (How would a client or partner label your service offering?)
Corporate Benefits, Other
Which titles make purchase decisions for your offerings?
CEO/Owner, Finance, Human Resources, Sales
Do you target specific types or sizes of companies? If so, please explain.
For group life insurance, I am looking for companies with 5 or more employees. For all other lines, we take care of small to mid-size companies.
Who are your power partners? (Who refers business to you? What business are they in?)
Real Estate, Mortgage and Title companies.
What are some symptoms that a prospect might need your offering?
Businesses who are concerned about their coverage, wanting to make sure they have the right coverage for the right price. Also, anyone wanting to round out their benefit package to attract and keep quality employees. On an individual level, if you have not had your insurance reviewed in a while, I offer complimentary insurance and financial reviews.
What differentiates you as a possible business partner?
My focus is one of education, that is, I believe you should understand what it is you need and how it works before you have to use it. I am also proud of our customer service record. We have a mission of delivering personalized legendary customer service every day.
Who first told you about the B2B Power Exchange Community?
Chris Pareja
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