AE Intro/Brand

Question 1

CAG(BU)/ONE TRV/MORE LINES TO MORE CUSTOMERS:

Answer 1

Hi, My name is Michael Tranchida. It’s so nice to meet you! I’m an AE in the Commercial Accounts dept. (middle market non-construction and tech) at Travelers. Even though I’m technically part of Commercial Accounts, it is important for Travelers to write more lines with more customers. Each of us at TRV is committed to knowing a little bit about all business units. Therefore, feel free to at least start the Travelers conversation with me and I’ll get you to the right place quickly.

Question 2

TARGET APPETITE / GROWTH PLANS:

Answer 2

I’d love to learn about your growth strategy as I want to work with you to write new accounts. Recently, our office has written a lot of new business especially textiles, real estate, metals, plastics and high hazard non-consumer products. What kinds of businesses are part of your book?

Question 3

WHATEVER IS UNIQUE ABOUT YOU / RISK CONTROL:

Answer 3

Have you ever had an AE that is familiar with the manufacturing or other processes in lots of industries? A unique thing about me is that I have an extensive risk control solutions background. I often find ways to pair an insurance solution with a business need which brings value to you and your customers. I’m used to being on the front lines with customers, did that for years so I can represent you well if you bring me along to your prospects and clients. I’m someone who can turn on an account to you and Travelers by using the skills I gained over those years.

Question 4

YOUR CURRENT BOOK:

Answer 4

I’d like to get to know you and your book of business so that should you ever need a new placement for those accounts, I’ll be in the best position to help quickly. For example, about how many accounts do you have?

Question 5

THE ASK:

Answer 5

I’d like to set up a 15 minute meeting with you to continue the conversation. Are you available next week or the week after?