Business Development / Peer Advsiory for Commercial Insurance Brokers & Risk Managers

Is this You?

“I am a partner or associate in a NY Metro Area commercial insurance brokerage or risk management firm. My target customers are in a particular industry and have sales of $100MM or less. I need to be introduced to CEOs, CFOs or COOs of these firms. All my business is based on getting to know these people so I can work on creating a relationship of trust so they feel comfortable using my services. We don’t analyze current insurance policies, we analyze your current business risks, make recommendations to reduce them, then see what insurance is appropriate for you. It’s very important I get introduced to the people I am looking to meet by people who know them, so I can have the opportunity to start the right conversation.”

“Other colleagues of mine who have been the most successful are those who are part of a close knit group of peers who they trade both advice and business with. That’s the type of group, I’d like to be part of.”

Commercial Insurance Brokers and Risk Managers have unique challenges.

I don’t want to come across as selling. I want to come across as solving. Therefore I need to be introduced to the right decision makers in the companies I am targeting. I need to find an efficient method for getting introductions to the people I know I need to meet. 

Commercial Insurance Brokers and Risk Managers Problem The Collaberex Solution
I need advice on how to build my book of business Share best practices and referrals with non-competing professionals
I know who I want to meet, I just need an introduction Our participants have large networks they are willing to share
I have joined networking groups with very limited results This is not networking. It’s a much more thoughtful and directed approach to business development
I get closed out of groups because my slot is taken We will find the right group for you
I need advice and referrals NOT from random people but from the right people for me Only 6-8 people who understand your challenges and have compatible networks
I need to make the best use of my time and money The 90 minutes you spend once a month will be your most productive of the month
  • Jonathan Rosen’s rolodex is totally incredible. I have received quality referrals from all meetings attended.

    Michael Smith
    Michael Smith Partner at Rampart America - Business Continuation Insurance

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