Describe How You Would Like To Be Introduced Via Email
For home closings:
(Insureds Name)-
The next step in the process is setting up homeowners insurance on your new home. That is where Alex comes in.
Alex has worked with the vast majority of our clients because he's an independent broker that can shop rates at over 20 different carriers to get you the best possible deal, not to mention he provides great service and is very responsive in all his communications.
Alex- (insured) recently had an accepted offer on a home and the details are below.
Alex can be reached at 952-960-8668
(Insured) can be reached at: (Insureds number)
For re-shop:
Hey Alex,
I wanted to introduce you to my clients, (insureds name). They are interested to see if you can save them some money as well as make sure they have proper coverage in place. I let them know that you do an excellent job of helping people find the best coverage at the lowest rates.
Alex can be reached at 952-960-8668
(Insured) can be reached at: (Insureds number)
I will let you reach out and find a good time to connect with them. Let me know if anyone has questions throughout the process.
Happy connecting,
What is your "why"? Why do you do what you do?
I chose to join the insurance industry because I have a passion for helping people. In my role I help my clients mitigate their risk and decide which coverages are the best for their individual needs, all at the best price.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you feel you're spending too much on insurance?
2. Do you know your current insurance agent? Do you have a relationship with him/her?
3. Do you have any points currently with your insurance carrier?
Unique Selling Proposition
My team is young and hungry. We have automated systems that are unique in the insurance industry to help optimize the quoting process for our clients. As a broker, I can shop across 20+ different insurance carriers to find the best option for each client.
About me
I graduated from college with an associate degree at age 19, excited to start my career. I joined the Tyler Flatmoe agency in March of 2023. In my spare time, I love being outdoors. You can find me playing pickleball, weightlifting, running, and anything in between! I also love movies, specifically historical movies, Star Wars, and the Lord of The Rings series. I am very active and my local church, and take an active role as a youth group leader on Wednesday evenings.
Some hobbies include:
1. Being active. Some examples are weightlifting, running, pickleball, and anything else outdoors.
2. Watching movies, specifically historical war movies.
3. Spending time with friends and family