BNI - 10 Minute Presentation
Transcript: Phil Cole Personal Notes Born and raised in the Camrose area Grew up playing hockey, fastball Single, no kids; but lots of nieces and nephews Experienced mini-sticks goalie Interests: golf, poker, slo-pitch, fitness, writing Have B.A. in English Career Started Insurance Career with Allstate in 2004. Moved to Robinson Insurance Brokers in June, 2007. A.P. Reid Purchased Robinson in 2016 A.P. Reid purchased Sheppard Insurance in 2019 Joined BNI November, 2019 Storm Org. Chart Storm Insurance Group A.P. Reid Insurance - Retail A.P. Reid Commercial Sheppard Insurance & Risk Management Excel Group Agile Underwriting Solutions MyGroup, Zipsure What Makes Us Different? Focus on relationships instead of transactions Clients identify with me; not necessarily the brokerage Problem Solver - Many options, colleagues to lean on No waiting for calls/emails to be returned Quick turn around on certificates and other documents Who Am I Looking For? Contractors - Package policies to make things easier Rental Property Owners 6 or more single family dwellings Owned under a company name Low-rise apartment owners Other "non-standard"buildings Professionals Engineers, architects, IT consultants, Software developers, business consultants Package policy that includes CGL & Professional Liability