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Economic forecast: Pandemic leads insurance execs to target new clients differently

Keith Mercier and Patrick Wright, West Florida president and executive vice president, Cbiz Insurance Services


  • By Mark Gordon
  • | 6:00 a.m. January 1, 2021
  • | 0 Free Articles Remaining!
Courtesy. Keith Mercier.
Courtesy. Keith Mercier.
  • Insurance
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Company: Cbiz Insurance Services, part of the national Cbiz financial services network, based in Cleveland, handles employee benefits and commercial insurance for a range of clients on Florida’s west coast. Industries it has clients in include manufacturing, construction and hospitality.

Cbiz began the pandemic in triage: its two top area executives, Keith Mercier and Patrick Wright, spent weeks calling and meeting with every client they could to double check policies and re-adjust as needed. Triage eventually gave way to targeting, or trying to target, new business in a whole new environment. Mercier, Florida West Coast Cbiz president, says the region grew its book of business a little bit in 2020. But nothing like the pre-pandemic projections or like what it had been doing in January and February.     

 


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