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RT Specialty Indium Insights Commercial

Roundtables: Middle Market

Indium Insights
Indium Insights
Prospecting: Aug 27th 1pm

Guiding Questions

  • How are you sourcing these accounts today? 
  • How are you identifying where the account fits? Whether it is the Standard Market or E&S?
  • When a middle market account lands on your desk, what's the first thing you do and has that process changed in the last few years? 
  • How do you differentiate yourself when you know three other brokers are also circling the same account?
  • Where do you feel the most friction during your initial conversations or outreach with those MM prospects?


Application & Placement: October 1st 1pm

Conversation starters are posted a week in advance, and recaps are posted within 24 hours.

Presentation & Bind: Oct 29th 1pm

Conversation starters are posted a week in advance, and recaps are posted within 24 hours.

Retention & Renewal: Nov 19th 1pm

Conversation starters are posted a week in advance, and recaps are posted within 24 hours.

Service: Dec 17th 1pm

Conversation starters are posted a week in advance, and recaps are posted within 24 hours.


COHORT

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