Do you ever sit down with your team and complete a client service review? If you don’t, let me try to convince you of its value. A client service review is like an annual physical. It is necessary for the health of the agency, and it helps everyone better understand the client’s needs. Your review should include […]
Traditional insurance “selling” has not always gone hand in hand with good customer service. Traditional insurance selling often consists of a sales person trying to convince a buyer of the benefits of the product he/she is selling. Conversely, good customer service involves determining the customer’s needs and concerns first, and then determining how to best […]
Cyber Security Information Sharing Act At the end of November, the Senate passed the Cybersecurity Information Sharing Act. This legislation gives private companies legal immunity for sharing data with the Federal Government. This was passed over the protests of many lawmakers and consumer advocates. “In theory, the information shared would be limited to ‘threat indicators’ […]
Agents come in many shapes, sizes, and qualifications. Every insurance agent must go through a basic level of insurance training in order to obtain a license. In order to keep their license, an agent must take a minimum level of training annually. Unfortunately, many agents never do any more than the minimum. There is so […]
This is the time of year when we give thanks. We would like to thank our clients and market partners for their support this year. We would also like to thank all the agents who have followed us, and who are changing the way they do business. We continue with our mission to encourage insurance […]
If you search the web you will find many good articles on how increasing customer satisfaction boosts your profit and is a good return on investment. While these are good articles, they miss the point. Don’t deliver outstanding customer service to make money, do it because it is the right thing to do. We believe […]
Are you concerned about the future? Is your risk management program designed and prepared for changes in pricing, economic downturns, healthcare, changes in employment laws and the upcoming political elections? A broker or agent who cares about your business will be on the forefront of change. Part of providing outstanding customer service is helping clients […]
We have been on a journey over the past few months to discover how insurance agents and buyers need to re-think how insurance is purchased. We believe that relationships are an important part of the insurance process. Agents have relationships with insurance companies and with their clients. The agent’s objective should be to deliver “wow” […]
We recently ran across a study by PeopleMetrics where they outlined methods of improving the relationships between agents and customers. We thought this information fit right into our continued effort to change the way we think about the insurance buying process. “According to a recent Accenture survey, 91% of insurers “believe that future growth depends on […]
How Cyber Liability threatens your business every day Did you know that an average business has a greater chance of having a cyber breach than it does of having a fire? It is true, and your business insurance policy most likely will not cover cyber liability losses. Technology has enabled the common criminal to get […]
