The Ramsey Show · Don't Wait For Motivation - Take Action
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Broker service that shops multiple term-life insurers to find the most competitive rate for a client
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
“They need to be engaging with their insurance broker to assess the adequacy of their existing insurance protections”
“We look at Sercona data frequently. Our broker has access to that for small brands, which helps us with flavor profiles, pricing and competitive analysis”
“He asked me… why can I charge $65 on Amazon when all my competition charges $45? … People learn about his product on TikTok Shop… builds brand equity.”
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