The Seamless Distribution Ecosystem

The Seamless Distribution Ecosystem

Recent Posts 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...
The Insurance Guys Podcast Feat. Troy Korsgaden

The Insurance Guys Podcast Feat. Troy Korsgaden

Recent Posts 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...
Build A Stronger Business Opportunity

Build A Stronger Business Opportunity

Recent Posts 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...
How To Discuss Rate Actions With Your Clients

How To Discuss Rate Actions With Your Clients

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...
Carrier Executive and Field Leader Tip:

Carrier Executive and Field Leader Tip:

Recent Posts 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...