From Submission to Solution: How CRC Gets Deals Done—Together

About this episode

The episode discusses the decision-making process in wholesale insurance submissions and features insights from CRC office presidents.

We pull back the curtain on what’s actually happening on the wholesale side when you hit send on a submission, and how we make the first big call: does this risk belong in binding authority for speed, brokerage for flexibility, or a blended strategy that uses both? We’re joined by CRC Sacramento Office President Wendy Mejia and Port Orange Office President Paul Sipos to explain the real decision triggers retail insurance agents run into every day: minimum premium thresholds, total insured val...

People in this episode

Guests: Wendy Mejia, Paul Sipos

Topics covered

• wholesale insurance
• risk assessment
• binding authority
• brokerage
• insurance agents
• decision triggers

Keywords

• insurance
• wholesale
• submissions
• risk
• brokerage
• premium thresholds

Mentioned in this episode

Organizations: CRC Group

Places: Sacramento, Port Orange

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