Walking into a meeting? Get dangerous in 20 minutes.
Answer two questions and the library builds you a one-page dossier — the brief, the discovery questions to ask, the documents to collect, and the carrier landscape where we have it. Read it in the car. Print it if you want it on paper.
Step 1 — Who are you meeting with?
A new commercial prospect
First conversation with a business. The dossier opens with the industry playbook.
New businessA new personal-lines prospect
Household business — auto, home, umbrella, toys, and the questions that surface the rest.
Existing clientA renewal client
The annual conversation — what changed since last year, retain or remarket. Personal or commercial; the dossier matches the line.
Existing clientA current client with a claim
Advocacy at the worst moment — what the policy says and what happens next.
Existing clientA current client with a question
Coverage, billing, certificate, or what-if — find the answer before the call.
InternalAn internal training meeting
Teaching the team — grounded in the Avanti approach, with the curriculum, the client-conversation frames in Rich's own words, and discussion prompts for the topic.