Download forms from my book, Simmonds on Bank Insurance 2nd Edition:
Agent Selection Questionnaire – DOC formatted document
Consulting On, But Never Selling, Insurance
Client Testimonial
Hiring Scott to review the bank’s insurance policy quotes has proven to be a very good decision for the Bank. Scott is knowledgeable, thorough, and understood what we were trying to accomplish thru the evaluation process. Scott accomplished this on short notice and gave us his recommendation with detailed exhalations between the different proposals. On top of this he ended up negotiating a significant decrease in our premium.CFOClear Mountain BankBruceton Mills, WV
Northeast Bank has made it a regular practice to review the status of our various insurance policies and we are very pleased with Scott’s ability to deliver real value in the form of personalized service and quality information. Scott does an excellent job of explaining the various issues and identifying opportunities that result in the right level of coverage for our institution.President and CEONortheast Bank
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