Client Acquisition

Institute Process Map
WorkComp's 7 Secrets - You're Paying Too Much for Workers' Comp
WorkComp Service Calendar
20 Workers' Comp Problems Bidding and Quoting Can't Solve
Advisor eBulletin
Marketing Material
PEO White Paper
PEO Contract Excerpts
Presentation to Employee Groups
Presentation to Insurance Companies
Presentation to CPA Groups
Performance Promise
Consulting/Fee Agreement
Confidentiality Agreement
Service Performance Proposal Checklist
Year End Review Checklist


Presentation to Clients and Prospects:
ERA States
Non-ERA States
Premium Audit Seminar Presentation
Presentation to CPA's (Courtesy of Cliff Miller)