Who Are You?

Speakers: Michael J. O'Donnel

Year: 2014



How are you perceived by your clients and referral sources, such as attorneys and CPA's? How do you bring real value to the table, both currently and long-term, resulting in loyal clients and large case referrals? This presentation will demonstrate Mr. O'Donnel's business model of how he has managed insurance contracts like they were stocks and bonds for the past 28 years. This discipline has resulted in over 2,500 clients and 10 clients with seven-figure annual premiums, most of which were referrals. You will learn what databases and software systems are used to efficiently manage and audit 2,500 policies annually. He will share specific language of the audit letters every client receives and how he interacts with each client. Three specific client stories will be shared that prove beyond a doubt that servicing what we sell made a significant difference to the client and in one case to the tune of $12 million! Those who invest in your business to manage what you sell will be perceived on the same level as the Attorney and CPA, most likely resulting in being included as the Trusted Insurance Advisor and not being excluded as the Insurance Agent.

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