GABRIEL CEPEDACEPEDA INSURANCE & FINANCIAL SERVICES, LLC
Ideal ReferralMy ideal referral is a small business owner. My agency can provide a myriad of services and solutions (personal and business) for the typical business owner.
Top ProductMy top product is bundled Property and Casualty insurance. For Personal needs that includes a Home, Auto, Umbrella, Specialty (boats, motorcycles, etc.), and LIfe insurance bundle. For Business needs that includes a BOP (Property and General Liability), Workers Comp, and Commercial Auto bundle.
Top Problem SolvedThe top problem I typically solve is that of Risk Management. I ensure that clients are covered adequately on both their Personal needs as well as their Business needs.
My Favorite BNI StoryI have a client for whom I solved numerous Personal needs (I insure his home, autos, and his life) and several Business needs (I ensure his business, his employees, and his commercial vehicles). I also helped him solve other personal and business needs by referring him to 8 different members of my chapter in a 6-week period. He currently uses the services of 6 of those members.
My Ideal Referral PartnerMy ideal referral partner is a professional who works with small business owners.