Nick Kidd · The Insurance Podcast · A Commercial Quoting CRM? Nick Kidd from Quotey shares the future- Part I
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added explanatory help that tells brokers what the underwriter wants to know for each question
“I figured, you know what? Let me help broker this meeting. Let me help broker the meeting between what we call the rebels, the COO, who wants to overthrow the HOA group, and the HOA group manager, who does not want to meet.”
“I just want you to know how honored I am… today’s meeting is really all about you… the only decision we’ll make is if we have a second meeting… if I can’t help you I’ll tell you”
“I've got my standard questions, like Sky City this morning, you know, and AI helps.”
“We don't want to know ... we don't want any regrets ... we don't want to do ads ... we thought it would instill loyalty to us”
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