Cliff Wilcox
Property & Casualty Insurance
678-923-4337
678-923-4337
Member
Development
770-998-9909
1160 Grimes Bridge Road
Suite F
Roswell, GA 30075
We educate small business owners on proper insurance coverage. We consult on a regular basis with families to assist them in understanding places they may unknowingly or unnecessarily be paying for coverage they do not need.
Company
Endorsement Letters I've Received
At State Farm, we have reports for many purposes. The CRM is supported by Sales Force, which provides reports on leads and their progress through a 7 stage approach to Close, and follow up. We review the stages daily for the customer benefit, team member benefit and Agency benefit.
State Farm has implemented its Drive Safe and Save (DSS) program to track actual miles driven by each customer vehicle, better customer’s driving skills, and to save customer’s $. There is a 3 step telematics process in order for the DSS tools to be set up properly, which requires a little bit of customer leg work. We review a progress report on a weekly basis and provide follow up support to each client, as needed.
Referral Trigger Response