Centers of Influence for Employee Benefits Agents

Select, develop, and proactively manage your relationships.

Producers often lament that they “don’t know anyone” who can be a consistent source of referrals or introductions. They look at a blank sheet of paper and don’t know who to add to a list. Instead of limiting your thinking, broaden your horizons. Q4i’s Centers of Influence Planning can help you:

• Know where to look
• Know what a good COI looks like
• Know the rules of the game for a mutually beneficial relationship