After gaining a meeting with this account from a referral, Rick French convinced the company to replace their current broker with NSM Insurance Group.
The account was interested in NSM’s processes because they weren’t getting the same services from their current broker. They conducted a broker selection between their current broker, NSM, and two other brokers.
We presented a plan as if the account was already our client and performed an audit which revealed many insufficiencies within their insurance program. We also prevented them from paying for coverage that they would not have been able to collect on in the event of a claim.
After considering our audit and recommendations, the account decided to choose NSM Insurance Group as their broker of record!