Insights

Give The Client Your All

Jan 18, 2024
 

We need to be constantly upping our game. What we did in the past will not be good enough to meet the expectations of the consumer in the future.
Whether you work inside the corporate office or you are a local Advisor, commit to giving each client your all!
#NeverStopGrowing #NeverStopLearning #PracticeManagement #KorsgadenInsights 

 


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Be Confident in the Value you Provide Your Clients

Jan 16, 2024
 

If you know the value you provide as an advisor, you are not afraid of NOT receiving a commission every time you present a product solution. The sale you must always close, is positioning yourself as the Gateway To ALL Things Insurance and Financial Services.
#KorsgadenInsights

 


To book a live presentation email: [email protected]...

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Retooling Your Database

Jan 09, 2024

Client information should be the foundation of your business.
There are some major benefits to database retooling. Most importantly, you will gain vital information from every client you talk with. Having this information at your fingertips enables you to take a proactive approach with your clients to grow consistently and profitably.
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The Script is not the Magic Pill

Jan 03, 2024
 

The magic pill in getting an appointment is NOT the script.
The magic pill IS all the reasons why someone would want to come in for an appointment to see you.
#KorsgadenInsights #PracticeManagement #KorsgadenTeamLearningAndPerformance

 


To book a live presentation email: [email protected]

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Technology is Changing but Keep the Focus on the Client

Dec 28, 2023
 

The tsunami of change continues in the insurance industry.
It will continue to be a bumpy ride, but we must stay focused on the client.
Because in the end- it is the client who will decide what they buy, how they buy, and who they will buy it from.
#KorsgadenInsights #KorsgadenCarrierAndConsulting #KorsgadenLearningAndPerformance

 


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The Best Defense Will Be An Unrivaled Offense

Dec 21, 2023

Gymnasticating is not a word. However, you immediately understood it.
Running a small business has never been more intense. We have more to do and there just does not seem to be enough time in the day to get it all done.
In the insurance industry specifically, we are overwhelmed with radical transformation, as well as economic uncertainty. This...

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Now is the Perfect Time to Retool

Dec 19, 2023
 

Never apologize for your rate. Review your clients current coverages, advise on what coverages should be updated, and give personal risk management strategies.
Now is the time to retool your Agency businesses and communication processes.
Be proactive for your client instead of reacting to all the disruption in the marketplace.
#KorsgadenInsights...

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Transactional Selling Will Not Win The Day

Dec 11, 2023
 

We are no longer in a sprint in the Insurance Industry. We are in a marathon that requires client engagement.
Transactional selling only will not win the day for Advisor Firms and Agencies.
We must serve first by offering advise, service and then offer product solutions.

 


To book a live presentation email: [email protected]

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AI disrupting the insurance industry

Dec 07, 2023

I had an insightful conversation with the folks over at Vymo about how AI is disrupting the insurance industry.


You can read my insights, as well as ones from other industry experts, in Vymo’s latest report - ‘The Rise of AI: How Artificial Intelligence is Changing the Insurance Game’.
Check it out here -> ...

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Planning Session in Bellingham

Dec 05, 2023

Kicking off an all day business planning session here in Bellingham. It is going to be an amazing day with the Barkley team.

 


To book a live presentation email: [email protected]

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