Joe DePaepe

McFarlan Rowlands Insurance Brokers Inc.

Since the completion of the SRS Program, our producers are increasingly driven and focused. As a direct consequence of the sales skills presented, our team enjoys prospecting new clients. We have a new keen ability to quickly identify the needs of a prospect and present our solutions in a complete and persuasive manner.

As a result of the tools provided by the SRS Program, we have implemented new procedures, such as the pipeline report, that monitors our sales. Individual sales plans were created for each producer and every member of our sales team has experienced growth in their book of business.

We are pleased with our strategic meeting template that you assisted us in creating. On a regular basis we are able to quickly cover pertinent issues, and run through our latest numbers. I am also thrilled to report a 43% increase in new business growth in the past year. The results that followed our experience in the SRS Program lead me to offer a full recommendation to anyone who may be considering participating.