February 24, 2022

Podcast: Helping Independent Agents Write High-Net-Worth Business

Written by:
Heather Maltry
Reviewed by:


  • Bob’s insurance journey that led him to the creation of Kelly Klee Insurance
  • What do agents need to be thinking about in the high net-worth market?
  • Working as a wholesaler insurance agent
  • Understanding the needs of the customer “If they can afford a million-dollar house, they need more than a million-dollar umbrella”.
  • It is all about the “why”
  • A look into the assistance and training they provide their agents, as well as the expertise that the agents can rely on
  • An interesting story about coverage from an art space and loaning million-dollar paintings
  • Why efficiency is so vitally important and how Kelly Klee will help reinforce you as the agent to the customer
  • Using NDAs to help build trust with clients
  • Developing the software to score leads in a quick and effective manner and utilizing their app for 24 hours service

If you’re an independent agent that needs assistance with a high net worth client, contact us at 833-661-0243 or, and we’ll quickly determine if we can help. We’ve built our business, and our reputation, on serving this market, and we’re here as a resource to help you grow your agency.

Interested in becoming appointed with Kelly Klee? Sign up now.

About Mike Stromsoe

Mike Stromsoe is widely recognized as a leading author, speaker and coach for the insurance industry. As an agent for over 35+ years, and agency principal for 17 years, representing some of the nation’s largest insurance companies, he has written thousands of insurance policies. A prolific author, Mike has written and published dozens of articles, special reports and 5 books.

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