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Ten Most Common Mistakes Brokers Make…and How to Avoid Them

February 20, 2014 @ 11:30 am - 1:30 pm


It’s a New Year! The Health Care Reform train has left the station and  ACA is a fact. The next few years will offer amazing opportunities to grow the size of your book.

What are you doing to effectively reach out for new business opportunities? Are you limiting your new business growth by not  employing  proven sales methodologies, that will drive consistent  growth , as well as help retain your current block?

How do your efforts, or lack of, to write new business compare to what your peers both in California and Nationwide are experiencing?

Phil Hood, Director of Marketing, for Rainmaker Advisory, will discuss common pitfalls that impede  efforts to produce new business and offer remedies to avoid these common mistakes.

Rainmaker Advisory is a Sales and Operations consulting firm with offices in Oregon, California, New York and New Hampshire. Rainmaker Advisory is the 4th largest consultancy in the country that focuses exclusively on providing services to  retail  insurance broking firms and select vendor solutions.

Event Info
Handlery Hotel San Diego
950 Hotel Circle North
San Diego, CA 92108

New Member Orientation: 10:00 to 10:30 AM
Legislative Update: 10:30 to 11:00 AM

Registration: 11:30 AM to 12:00 PM
SDAHU Business: 12:00 PM to 12:30 PM
Speaker Presentation: 12:30 PM to 1:30 PM

Cost to Attend: Member: $20
First Time Guest: $20
Non Member: $50 

Fees increase $25 after February 18th so hurry and register now before it’s too late!  All fees are non-refundable; either full or partial.



February 20, 2014
11:30 am - 1:30 pm


Handlery Hotel