| Imagine you have garnered a new wealthy client through word of mouth who is looking to insure multiple homes and about 200 cars. You already know Chubb is a great source for that combination.
There’s just one problem: You're not appointed with Chubb.
Debbie Gates of Specialty Risk Management faced this situation, but because Big "I" Markets offers access to Chubb Masterpiece, she jumped on to submit the risk.
Gates’ client inherited a business, sold it and is now living well. A lover of classic and collector cars, the client also owns one-of-a-kind vehicles and enjoys sharing this passion—recently donating a car to a homeless veterans charity for a fundraiser. According to Gates, the client is "a sweet, giving person," so she wanted to treat her right.
Nancy Doherty, Big "I" Markets affluent supervisor and senior underwriter, worked with Gates to ensure everything went smoothly throughout the process. Doherty knows how to treat large high net-worth clients both during the binding process and afterwards to help you increase retention.
Gates has high praise for Doherty, citing her "knowledge and expertise" and "awesome customer service," especially for an account of this size. Gates is ready to submit another high net-worth client and Big “I” Markets is now her go-to for affluent risks.
Big "I" Markets can provide this level of service for your affluent clients as well—and they don't have to have a six-figure premium to get it. The affluent program gives members access to three great carriers: ACE, AIG and Chubb. Availability varies by state. Big “I” Markets also welcomes Broker of Record requests. Learn more by logging in to Big “I” Markets. |