believe in partnership
client is an individual, not a number-a person who:
- values the simple, understandable, not the latest frills.
- Understands the concept of good long-term value.
- Appreciates the value of good quality service.
We have a moral obligation to treat them in a responsible
fashion - to make our services work for them.
range of products and services that brokerage firms provide
is important. But equally important is your firm's attitude
toward your insurance and financial affairs.
At PaulBalep, we look at the big picture and apply long-term
strategic thinking. In other words, we build partnerships
that last: partnerships based on personal service, mutual
confidence and prosperity.
is a Washington based organization that sells a wide range
of financial services to individuals, organizations, corporations
PaulBalep's clients base is built through cold callings procedure
and seminars. PaulBalep has also conducted very successful
direct mail campaigns in the Washington metropolitan area.
The campaigns have yielded a high volume of new business prospects.
What sets PaulBalep apart from many other financial
network of companies firms is the fact that the firm carefully
assesses each client's financial needs, and makes recommendations
based on a thorough review of their overall financial picture.
PaulBalep is on the threshold of a significant leap in growth,
and will continue to generate even more business for a public
FIVE MAJOR THEMES
OUR CLIENTS WANT
My Business 1
expect us to learn and to know their business and their industry;
they expect us to become better able to identify risk issues
over time. In addition, clients clearly look to us to ask
probing questions so as to reveal their wants and issues of
concern to them.
Form A Partnership With Me 2
expected to treat clients as carefully as we treat our prospects;
we’re expected to work closely with the client to accomplish
mutual objectives. But clients want more than that. They want
us continuously to improve the impact of that partnership
by adapting to each other’s changing needs and wants.
They want PaulBalep to build ever higher levels of trust and
Don’t Just Sell 3
expect us to provide excellent, cost-effective insurance and
financial services and to harness our market knowledge and
clout for their benefit. At the same time, clients - again
and again - want us to listen first, and then to offer them
advice and counsel. And they want us to develop innovative,
relevant solutions for them.
A Team Of Quality People 4
expect a strong relationship with their primary account manager.
They expect us to possess solid skills and to demonstrate
a deep commitment to them. Beyond that, clients want PaulBalep
to serve them through a team of Quality people - a team that
brings together the needed resources and expertise to offer
ideas and solutions.
Attention To The Day-To-Day 5
clients expect us to respond promptly to their needs, to have
a real sense of urgency. They expect us to deliver relevant,
accurate, and timely products. They expect us to keep them
informed of pertinent market developments. In addition, what
clients want is that we anticipate what’s needed and
that we know why it’s needed.
pays to shop around with PaulBalep. Your one stop shop
for insurance and financial services”
you’re an organization of one or 5000, PaulBalep
will work with you to create a workplace insurance and financial
services solution that is right for you. For more information,
and to set up a meeting to discuss your insurance and financial
call us toll-free 1-800-964-8614. Visit us
online at www.paulbalep.com, or e-mail us at firstname.lastname@example.org.
is number one>>. We are nonexclusive producers
who represent an average of eight companies-not just one.
PaulBalep can evaluate and compare the products of several
fine companies to find you the right combination of coverage