P&C Agents
P&C Agents!
How can we work together?
What do you want to DO for your clients?
✅Proper Liability Coverage
✅Improve Cash Flow
✅Help Clients Turning 65
✅Help Clients Retain Employees
Let me help make your life easier...
Have you ever stopped to think:
How much your clients could save by reducing employee turnover?
How much could clients save by keeping existing employees?
Instead of recruiting, training and hoping they don't leave
ATTENTION:
P&C commercial Agents
How many business clients do not have the right coverage coverage
(liability, umbrella, Worker's Comp, etc)?
Why?
With better cash flow, could you fix this?
ATTENTION: P&C commercial Agents
What if clients had more money?
I help your clients find the money through retaining employees or
reducing group health insurance costs
I help your clients find the money through retaining employees or
reducing group health insurance costs
How much is lost in:
Finding, hiring and training a new employee costs
vs
Keeping an existing employee?
ATTENTION: P&C commercial agents
Are your clients late on payments because of Cash Flow?
Cash flow issues can lead to late payments and coverage lapses.
I provide solutions to keep your clients protected while helping your clients pay your policies on time.
Let’s work together to offer better Group Health options that fit their budget—so everyone wins!
ATTENTION: P&C Individual Lines agents
Do you have clients retiring? 60? 65?
Have health or Medicare questions?
I am your resource!
As a Medicare insurance expert, I help explain services and options. Partner with me to offer your clients Medicare guidance—ensuring they get the right plan while you strengthen relationships and grow your book of business!
COMPANY
General Disclaimers/Disclosures to Satisfy the Attorneys/Legal Dept
I am a licensed Insurance Agent in any state I do business in
I am not an attorney, I do not give legal advice but I know some if you need one
I am not an accountant, I do not give tax advice but will direct you to talk to one and have some I can introduce
I am not a doctor, I do not give medical advice but I can help look up doctors in your network
I represent multiple carriers so I have more options for you
I mainly do virtual appointments, I live on top of a mountain in the middle of nowhere (about 45 minute to Crossville...you know, the BIG CITY ;)
Most policies are not guaranteed issue aka you have to apply and answer some questions
Your privacy is important to me, if you are referred to me by someone, I might tell them "Thank you for the referral" but will not use your name or discuss our conversation
We do not offer every plan available in your area. Currently we represent 8 organizations which offer 38 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
Updated 10042024
© Copyright 2025. AgentDavidCares.com. All Rights Reserved.