Marketing Support

Whether you currently work with business owners or you’re interested in entering the underserved business insurance market, our five-step turnkey system—Business Planning Concepts—will help you take it to the next level by guiding you through the entire sales process.

The five steps include:



In our last video, Rich Weizeorick, FLMI, PCS, Senior Advanced Sales Support Specialist and Business Planning Concepts Coordinator, introduced the first step—prospecting—and shared tips on where to start and went through the client materials available on the Agent Web Site. Watch it again here.

Now that you have your prospect in mind, Rich takes you through Step 2 in today’s short video on Understanding Goals. He shares how you can leverage two helpful tools—our Fact Finder and Client Worksheets—to simplify the process of gathering client information so that you can quickly understand their business needs and goals in order to provide dynamic solutions. Check it out here.



Send Us Your Questions!

Rich wants to hear any and all questions you have on entering and succeeding in the business insurance marketplace. Or, simply voice your concerns as to why you may be hesitant to dive in. Reach out to him today at 800-323-7320, ext. 5309, or weizeorickr@mutualtrust.com. Make sure to ask him to send you the Business Planning Concepts toolkit that you saw in the video!

In Rich's next video, he'll focus on Step 3—Exploring Solutions—and will break down the Business Continuation Planning and Employee Recruitment and Retention programs that we support.

To get more acquainted with Business Planning Concepts, we invite you to browse our resources page or consider registering for an upcoming web workshop.