Accuracy: More Than One Angle
Being in the mortgage industry, 100% of my clientele will need a homeowner’s policy prior to closing on their loan. I have incorporated the name and contact information of my team’s property and casual agent into the body of the e-mail I send out with the initial loan disclosures. I copy my team member in the e-mail so that he can jump in, and offer to provide a quote. That benefits us both, as it is both an endorsement to him, and a nod to get my client working on securing a policy early in the transaction.
