book of business
Agent's account list
A book of business is the collection of clients, accounts, or policies that a professional manages—especially in insurance, finance, and sales.
An insurance agent's book of business represents their portfolio of active policies and the recurring revenue they generate.
She built her book of business over fifteen years.
When professionals change firms, they often take their book of business with them.
- networking skillsCapacity for making connections
- client retentionMaintaining existing buyer relationships
- repeat customersBuyers who return
- succession planningPreparing for leadership transitions
- profit marginsPercentage kept from sales
lead generation · closing deals · loyalty programs · referral network · financial metrics · strategic partnerships · pricing models · personal branding · warm leads · negotiation tactics · communication strategies · presentation skills · mentorship programs · time management · advertising campaigns · goal setting · account management · insurance agents
book of businessblank slate
Unmarked starting point
clean slate · startup phase · ground zero · cold start · clean sheet
book, books, booked, booking, bookings, bookish, booklet, booklets, business