Kimeo SmithOwner Kimeo Smith Insurance Agency
What industry are you in?
What is your job title?
What licenses, designations, or special skills do you have?
P/C, Life, Bsns, W/C, Bonds, etc….
Please tell us your process for helping clients?
Treating every situation different. Listening and helping
How do you follow up with clients?
I touch my clients via phone, email, mail, in person all through out the year. At minimum 4x a year
Where do you meet clients?
Any and every where honestly. I will go to there home, coffee shop, or one of my locations
Do you have a formal referral program at your company?
Are there rewards for sending you referrals?