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2003 Client Testimonials
Transforming Sales for Real Results

Dean Morrissey, Vice President, Lombard Canada Ltd., states:
"(Our Wedge®-trained producers) experienced growth rates for the last two years of 80% versus our overall premium growth of 30%. The Wedge® Group is the only (sales training) program that we endorse."

Lombard Canada Ltd.,
Toronto, Canada
Spring 2003


Mike Ferreira, Bratrud Middleton Insurance Vice President, forwarded:
"Our new business report looks as strong as it ever has and many people are having their personal best years. We've logged more than $1.6 Million in annualized new commission with several accounts still not booked."

Bratrud Middleton Insurance,
Washington State
Summer 2003


T. Marshall Sadd, President, Lloyd Sadd., claims:
"We went from $8 million commercial volume to over $40 million commercial premium in five years (through 2002). (The Wedge®) is a transformation. We're firm believers in it. Our close ratio has gone from less than 25% to over 75% in those five years."

Lloyd Sadd,
Alberta, Canada
Summer 2003


Glenn L. Simpson, Sales Manager, Walter Mortensen Ins. stated:
"Even though we are just getting started, over $53,000 in new revenue was generated in July as direct result of Wedge training."

Walter Mortensen Ins.,
Bakersfield, CA
Summer 2003


Jay Fagan, CBS Manager, The Campbell Group, sent:
"In 2002 we quoted about 40% (fewer) accounts. We generated 27% more revenue. Our hit ratio has gone from something in the mid 20's probably up to 60%."

The Campbell Group,
Byron Center, Michigan
Summer 2003


Clifton Waters, SIA (insurance) Group, emailed:
"I closed my very first appointment I set, after returning from your course... I followed the Wedge techniques exactly like they are outlined in the course booklet... one hour later I had an Agent of Record letter (AOR) on all lines totaling more than $112,000 in written premium ... this was my first appointment and first acquired account with SIA, my first appointment acquiring an AOR, and my first appointment using the Wedge techniques... thank you so much for everything."

SIA Group,
Jacksonville, N.C.
Fall 2003
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"What I appreciate the most (about The Wedge) is that you provide not just the strategies and ideas but a clear, repeatable tactical process that 'brings it all together.' In my 25+ years in the business, I've been to several good programs. This is the first one with a detailed track to run on. We've already 'wedged' a couple of prospects. It couldn't have worked better."

David T. Peterson
Executive Vice President
Hylant Group
Toledo, Ohio
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