by Sarai Snyder | Sep 20, 2023 | Public
Recent Posts Current agent economics require a new business model for an Agency/Firm to be profitable. We are in a marathon and not a sprint. A transaction with the client is just one component of a much larger relationship and ongoing interaction. The model requires:...
by Sarai Snyder | Sep 19, 2023 | Public
Recent Posts An extremely large segment of clients still want to meet with an insurance and financial services professional in person. Don’t default to phone, text, and virtual. These are very valuable tools to engage the client throughout the year. However, give it...
by Sarai Snyder | Sep 6, 2023 | Public
We must generate revenue for our businesses to survive, but that is not our purpose. Our purpose is providing solutions to help our clients protect what is most important to them and achieve their dreams. We must generate revenue for our businesses to survive, but...
by Sarai Snyder | Sep 5, 2023 | Public
Recent Posts It is not the product that is the most important… It is the person! If you just focus on quoting to win customers, you will will win. It is a numbers game. But if that’s all you do, you are only focusing on one segment of the customer. As a small...
by Sarai Snyder | Aug 23, 2023 | Public
Recent Posts Agency economics have drastically changed over the last 5 years. It has now hit an inflection point. If you are not on top of your economics for your small business, you are in trouble. If you align your business properly and get out in front of the...
