Getting Past the Premium Podcast:
Elliot Bassett & Ryan Brott welcome Co-founder & CEO Peter MacDonald to 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.
Today’s clients expect fast, seamless service from their insurance agency. Learn how Wunderite helps you deliver a polished, modern customer experience that builds trust and saves time.
Elliot Bassett & Ryan Brott welcome Co-founder & CEO Peter Macdonald to the Getting Past the Premium Podcast to discuss his time as an insurance agent and how that led him to create software to help others like him become successful. Over the years, he has learned tips, tricks and methods that have helped him become a trusted advisor to his clients. He took that knowledge and used it to begin automating insurance applications for independent agents and their clients.
WUNDERITE (WUNDER•ITE)
Portmanteau of the German “wunder” (miracle), and “underwrite”, the act of supporting a voyage by physically signing your name under a ship ‘s manifest
