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PRIVATE INSURANCE
KELLY
KLEE
2
1. Clients want service for all policies in one place and only the broker can deliver that
1. It’s the broker’s job, not the carrier’s, to provide front-line client service
1. Major carrier apps are either missing or poorly implemented
WHY DO CLIENTS NEED A BROKER APP?
PRIVATE INSURANCE
KELLY
KLEE
3
CONNECT
PRIVATE INSURANCE
KELLY
KLEE
4
CONNECT
PRIVATE INSURANCE
KELLY
KLEE
5
CONNECT
PRIVATE INSURANCE
KELLY
KLEE
6
COVERAGE
PRIVATE INSURANCE
KELLY
KLEE
7
ASSETS
PRIVATE INSURANCE
KELLY
KLEE
8
ASSETS

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