Agency Referrals: A Value-First Approach for New Business w/ Jim Morrison

Benefits Influencer

English - October 31, 2018 12:00 - 25 minutes - 46.6 MB - ★★★★★ - 40 ratings
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Previous Episode: The Opioid Crisis: A Wake-Up Call for the Benefits Industry w/ Dave Chase

Next Episode: Becoming an Engaged Healthcare Consumer w/ Dr. Josh Luke

Jim Morrison is the President and Founder of Morrison Insurance Services in Carlsbad, CA.

After 29 years in the Employee Benefits industry, Jim has honed how he works with referral partners in order to grow his agency year after year.

Appearing on the Inc. 5000 list two years in a row, Jim knows a thing or two about growing an insurance agency, the right way.

We discuss how he's been able to build a referral network of what is now 22 referral partners to consistently add new clients.

We also discuss his role as VP of Legislation with the California Association of Health Underwriters (CAHU) and how it helps the broker community as well as the clients they serve.

For more information on Jim, Morrison Insurance Services and CAHU go to:

https://www.linkedin.com/in/morrisoninsurance/

https://misbenefits.com/

http://cahu.org/