Page 8 - Specialty Practices - November Newsletter

Top Ranking Sales (from last month)

Won Opportunities (CORE) from the last 30 days - Est. Revenue

Specialty accc Producer Name HUB Region Revenue dkj Line of Business kdjf Close Date

Cannabis Brad Rutt CAL $400,000 EB Package 10/11

Healthcare Nicole Goodrich NEE $125,158 Workers Comp 10/1

Construction David Cooper SOE $57,496 Liability 10/25

Real Estate Ryan Wunderlich CAL $43,392 Property 10/1

Hospitality Phil Kuhn MWW $22,000 EB Package 10/17

Entertainment Jill Jacoby CAL $4,000 EB Package 10/21

Transportation Yanick Houle QUE $3,932 Business Owner’s 10/22

Agribusiness Rob Stenerson MOU $3,450 CL Package 10/13

Not seeing your name above?

These numbers are coming strictly from CORE WON opportunities, tagged to a
Specialty Practice. You also must be a practice member. {Need to become a member?}

This video shows how simple it is to tag an opportunity to a practice! This also
shows how to code a cross-sell properly.

Q3 Numbers

Specialties provides quarterly revenue
reports for each vertical to corporate
EMT. The first two quarters showed
strong growth, and this trend continued
through the 3 rd quarter showing 25%
New to Base year-over-year.

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