Have you ever purposely said NO to new business?
By Ed Ligonde and Eric Silverman
August 03, 2022 at 10:06 AM
Join Eric and Ed for a discussion about when and why it can be the best decision to turn down a new group or broker.
Have you ever said no to new business? Join Eric and Ed for a discussion about when and why it can be the best decision to turn down a new group or broker, from not being the best fit to deliver what the client needs, to processes that are too different and would cause stress for back-office servicing teams, to simply overstretching your team’s bandwidth to take on a new client.