Insights

The Culture Matters Podcast with Jay Doran and Troy Korsgaden has just been released. In this short clip Troy talks about how there has been a huge shift in the insurance and financial services industry.

Listen to full Podcast Here
#InflectionPoint #CustomerFocus #Culture

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We believe Field Leaders have never been more important to the Insurance Industry. However, there is a major transformation going on with almost every carrier in the marketplace. As companies retool and redesign their multi-channel and multi-product offerings, field leaders should be asking:

1. Where do I fit in?
2. How can I bring more value?
3. How...

Consumers today still want a local experience when purchasing insurance and financial services. However, they have a higher expectation for service and sales interactions than they had in the past. They have an expectation that we will provide local service and advice teamed up with digital, call centers, and other technologies that are seamless...

The Insurance Guys podcast featuring Troy Korsgaden dropped yesterday. This 2 minute clip is from an hour long conversation covering a number of subjects. The subject of service and triaging customers to meet their needs is a great strategy to stand up in your business.

 For the full audio podcast: ...

Take advantage of all the disruption in the world today.To build a stronger business opportunity, we must put the customer first in everything we do. Our primary interactions with customers are in service and sales. Putting the customer first, we do not need to think about commissions. The revenue will come!Increase your knowledge on customer...

Conversations are simply opportunities to deepen the client relationship

Inflation, rising prices, and supply chain disruptions have become a dominant theme in 2022, and the insurance and financial services industry has not been immune to their effects. Many carriers are encountering higher costs to replace or repair homes, automobiles, and...

Whether you’re in a carrier operation at the home office, or you’re out in the field, you have control over helping others move towards a Discussion Partner model. You also know what’s working and what is not in your organization.You can help direct the folks who want to grow, and empower them to get information from those who...

Stand up new capabilities to expand your business and grow profits. Do not stop what is working. You have the capacity to "stand up new capabilities". High volume quoting works to grow a business. However, standing up a presentation and solution mindset will catapult your business to a whole new level. You will actually quote more when you move...

Position yourself to win by showing up under the right conditions.
The right conditions are:

1. Your customers and prospective customers know exactly why they are meeting with you.
2. Your customers and prospective customers need & desire the Service/Advice/Product Solutions you have to offer.

Of course there might be other factors to consider....

Do you take time to help your team meet their individual goals and not just current promotions?
There are strategic benefits for executives and field leaders to constantly assess their teams.
Determine which team members would benefit most from 1-on-1 mentoring and coaching.
Determine which team members would benefit more from group coaching.
Next...