IBANY hosted a panel discussion from both the Broker and Carrier perspective on Sales in a Virtual Environment. We covered how to evolve traditional sales methods to meet the demands of the new virtual society. We also discussed rapport building in our new reality and how to connect with current clients and prospects.
Meet the Panelists:
Keti Mehta serves as Senior Vice President & Growth Leader in Gallagher’s NY Metro office. Keti manages the firm’s growth initiatives to expand and deepen Gallagher’s footprint across diverse industry segments. She develops high-performing teams and strategic partnerships to unleash organic growth potential.
Rocco F. Schiaffino, CPCU, CIC, CRM serving as the Regional Sales Manager for Philadelphia Insurance Companies (PHLY) Metro New York. Rocco is responsible for overseeing sales activities and agency relationships in Long Island, Westchester, and the five boroughs. In 2020 Rocco was named an IBA Rising Star and was recognized as a PHLY top producer.