Michael Jans and Peter MacDonald discuss trends affecting insurance agents and brokers. “Nobody is a fan of the insurance application process, especially not your busy customers. Peter MacDonald, Co-founder, and CEO of Wunderite sees a better way to do things—where technology handles the heavy lifting to make life simpler for agents and customers alike.”
Getting Past the Premium Podcast: How to Utilize the 4/3/5 Method to Be ProActive and Add Value
Peter MacDonald, joins the Getting Past the Premium Podcast to discuss the 4/3/5 method and how to utilize it as an advisor to your clients. But what exactly is the 4/3/5 method?
With markets rising and the thought of recession lingering, being a proactive advisor is as crucial as ever. How can you bring value and gain trust?
September 7, 2022
