Vidal Harris
Head of Public Affairs
Social Profiles
About Vidal
• Education level: College degree
• Age: 50+
• Entrepreneurial and business-savvy
• Likes talking insurance
• Proud of his business
• Sells complex products
Objectives
• Sells as much insurance as he
can with minimal interference
– Make money
– Improve retention
– Get customer referrals
• Pass agency down to his children
• Create a stable environment
for employees
Attitudes and behaviors
• Serves the community
• Friendly, fun-loving, and sociable
• Compassionate
• May display cynicism over time due
to years of negative interactions
with challenging customers and
carriers who over-promise and
under-deliver
• Cautious and thorough
• Concerned for reputation
Wants and needs
• User-friendly system that
attracts, quotes, sells, and
services his business
• Employees willing and able to
learn and effectively use systems
Contact me
We want to be the insurance agency of choice, dedicated to educating, serving, and protecting local families and businesses with the best insurance policies at the right price.