Successful PGI Agency Owner, Heidi Brown, was able to grow her commercial book with help from the CL team at PGI! You can follow in her footsteps and find more success with just one phone call! Read her article below:
Growing My Commercial Book of Business with CBC Support
“Recently, I had the opportunity to meet one-on-one with my CBC and Matt [Genova] to talk about ways to grow my commercial book of business. The meeting was extremely valuable—it gave me practical strategies I could put into action right away.
One of the best ideas they shared was to have a potential client sign a Broker of Record (BOR) change before I quote their business, especially in situations where the client is already unhappy with their current agency. This ensures that I’m not just shopping quotes, but actually positioning myself as their agent of record if they decide to move forward.
I put this tactic into practice shortly after our meeting, and it paid off. I was able to secure a large transportation account without needing to switch carriers—the client kept their existing company, which still offered the best price, but I became their agent. This not only grew my book but also built trust with the client since they knew I was focused on their best interests.
Meeting with my CBC and Matt was a great reminder of the value these one-on-one sessions bring. The insight, encouragement, and new ideas I walked away with have already made a measurable difference in my agency, and I’m excited to continue building on this momentum.” – Heidi Brown, HBI Insurance LLC
