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Managing Your Restoration BusinessAsk the Expert

Getting Work Yourself: Win-Win Relationships With Insurance Agents

Ask the Expert

December 9, 2021

Gerry Edtl and Jordan Donald are the father-daughter team behind Gerry Edtl Consulting. Edtl is president, founder and vice president of sales. Donald is CEO and sales trainer. Together, they help property restoration companies grow their businesses and generate referrals without lead fees, third-party administrators (TPAs) or programs. R&R invited them on to discuss building reciprocal relationships with insurance agents and taking business development to new heights. 

This episode covers:

  • The story behind Gerry Edtl Consulting, which started with Edtl working on the contractor side
  • Common challenges the firm sees restoration contractors face with sales, marketing and company culture
  • Their stance on TPAs and how program work has evolved during Edtl’s restoration career
  • Reducing dependency on TPAs and program work
  • The case for relationships with insurance agents as an alternative to working with TPAs
  • Counting the cost of lead generation from various sources
  • Examples of what being an extension of an insurance agent’s team entails
  • What restoration companies get out of partnerships with insurance agents and vice-versa
  • The first steps restoration contractors should take to generate more leads by working closely with insurance agents
  • The importance of examining profit margins from jobs that go through programs and those that don’t
  • Identifying which insurance agents are good candidates for win-win relationships 

Check out this episode of Ask the Expert to learn more. You can watch the video here or listen to the audio version of our conversation here. You can also find our show on Apple Podcasts and Spotify. Just search for Restoration & Remediation Ask the Expert, then hit Follow.

KEYWORDS: insurance claims restoration business development restoration business growth restoration business marketing

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