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How to build a scalable and FASEA compliant insurance business

How to build a scalable and FASEA compliant insurance business

Craig Bigelow
Personal Insurance Specialist at True Pride
Craig Bigelow
Personal Insurance Specialist at True Pride

How to build a scalable and FASEA compliant insurance business

A big thank you to Craig Bigelow for jumping on to walk us through how he has built a robust, streamlined, scalable and FASEA compliant insurance business. This was a healthy dose of peer-to-peer learning at its finest.

The flow of the session included the below:

01. Background – Craig explained the journey he has been on to get to where he is today in his business. 

02. Existing Clients/Retention – Craig discussed FASEA Standard 4, his review system to clean up his data and the tools he uses to do this.

03. Client acquisition – Craig compares the traditional approach to client acquisition he used to follow versus the modern approach he has since built in his business, how he’s structured his meetings (most of it) on autopilot, and the tools he uses to do this.

04. Delivery – Craig explains how he uses his replicable system to actually deliver his advice, and the tools he uses to do this.

Thanks to those who jumped in live, added to the banter in the chat box and threw out some questions – Dylan MartinConaill KeniryBenjamin CollinsSam Kernaghan 🤙

11/02/2021 ago

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Category:

Marketing

A big thank you to Craig Bigelow for jumping on to walk us through how he has built a robust, streamlined, scalable and FASEA compliant insurance business. This was a healthy dose of peer-to-peer learning at its finest.

The flow of the session included the below:

01. Background – Craig explained the journey he has been on to get to where he is today in his business. 

02. Existing Clients/Retention – Craig discussed FASEA Standard 4, his review system to clean up his data and the tools he uses to do this.

03. Client acquisition – Craig compares the traditional approach to client acquisition he used to follow versus the modern approach he has since built in his business, how he’s structured his meetings (most of it) on autopilot, and the tools he uses to do this.

04. Delivery – Craig explains how he uses his replicable system to actually deliver his advice, and the tools he uses to do this.

Thanks to those who jumped in live, added to the banter in the chat box and threw out some questions – Dylan MartinConaill KeniryBenjamin CollinsSam Kernaghan 🤙