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July 26, 2017

Presentation for the 2017 Young Brokers Conference

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Below is the slide deck from a presentation I gave to the annual Young Brokers Conference (YBC) in Niagara Falls last month. An energetic group of 124 young up and comers in the industry were given a case study of a stagnant brokerage that wasn’t growing and had a pile of other issues.

I along with a few other presenters spoke about different topics that they could consider in presenting their business cases for what would kick start the brokerage into a modern age of success.

My presentation was on metrics and not flying your brokerage blind. We went over evaluating lead sources and closing ratios to boil out your cost per acquisition.

Every lead cost you something. Every lead has a closing ratio, Those two combined will give you your acquisition cost and scalability.

Please enjoy and feel free to fire over any questions. you might have.

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Mitch Team

The articles you'll find on the Mitch blog are all the result of a team effort, contributed to by one or more of our RIBO licensed insurance brokers and/or other Ontario insurance experts. Contributors to our blog include:

  • Adam Mitchell (RIBO) - President and CEO of Mitch Insurance Brokers
  • Nick Kidd (RIBO) - Chief innovation officer at Mitch, & director of business insurance
  • Alex Gemmiti (BSc, CIP, RIBO) - Service team lead at Mitch Insurance
  • Jesica Ryzynski (RIBO) - Insurance broker, claims specialist, and account manager at Mitch Insurance

Learn more about the Mitch Team

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