Catherine "Cathy" Bertocci

Critic
DISC Type : C

Consultant- Insurance at UIC Inc.

New York City Metropolitan Area, United States

Overview

Catherine has no verified overview

Personality Overview

Negotiator

Critic

ROI Driven

They prefer to analyze logically and value objective facts over emotions.  They are quite likely to negotiate on pricing or other key terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Catherine has no verified topics they care about

Media Appearances

Catherine has no verified media appearances

Work History

8-2022 - 9-2024
Consultant- Insurance at UIC Inc.
3-2021 - 11-2022
Assistant Account Manager at Brown & Brown Insurance
2014 - 2015
Property Casualty Insurance Producer at RF Ougheltree & Associates, LLC
5-2009
Real Estate Salesperson at Terrie O'Connor Realtors
5-2009
Real Estate Sales at Terrie O'Connor Realtors

Education

BA from Smith College
Bachelor of Arts - BA from Smith College

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Consultant- Insurance at UIC Inc.
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Insights For Selling To Catherine "Cathy"

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Catherine "Cathy" is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Catherine "Cathy"

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Catherine "Cathy" move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Catherine "Cathy" take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Catherine "Cathy"

Personality Compatibility


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