Insights

Whether you are a CEO of an insurance carrier or the CEO of a local insurance and financial services agency or firm... you are dealing with the same business issues.
There are many great ideas and a lot of people on your team with great intentions. However, for whatever reason things do not always get executed the way we see them in our heads.
We...

The human touch of the individual Advisor has never been more valuable in the marketplace.
Local Agencies, and their teams, foster personalized relationships and risk-based selling.
Local expertise in risk assessment and proactive loss mitigation can significantly impact claims costs. Claims costs are a major contributor to expense ratios and...

Serve your client first before trying to sell them something.
Agents and Team Members, that’s what you do best…..SERVE!

Show them how you will help their family.
Show them how you will help their business.
Show them how you will help them personally.

By positioning yourself to be of service first, we earn the right to offer them our...

If you want to know how tall a building is going to be, you just need look at how deep they dig the foundation.
The same could be said about our clients.
If you want to grow to new heights, you must have a deeper relationship with each household and/or business you serve. This requires an actionable foundation of information. You can never know...

There are four must have meetings with clients every year. If you are a business owner, these are nonnegotiable.

1. A household review annually
2. New business for new households
3. Add-on new business for current households
4. Life conversation annually

When every team member is proficient in holding these four meetings, your business will be...

No matter how great AI becomes, our clients will always need someone to connect the dots. One size does not fit all. Insurance is complex and requires multiple products.
Our profession has some of the highest earners in the marketplace. This is because they get paid for the value they bring. There is a common thread with high performers and high...

I am excited to announce that I will be a guest speaker at the upcoming RPOA LIVE Summit on May 8th! Could not be more proud of my longterm friendship and collaboration with Jeremy and Kristin.
If you're looking for actionable insights to propel your team and business to new heights this year, don't miss out—click the link below to...

Many top-notch restaurants have an expediter on staff. The expediter works with the kitchen, waitstaff, and customers to make sure that meals are prepared exactly as ordered, beautifully presented, and delivered to everyone at the table at the same time. This high-touch approach ensures that every customer is happy with their dining experience....

I don’t know how long ago it has been since you sold your first client. Whenever it was, chances are you told them you are different from other agents and advisors they've worked with. You promised you would always be there – that you'd meet with them regularly to make sure their family, business, and assets were always protected.

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There is nowhere to hide as the insurance industry continues to go through disruption.
Uncertainty is forcing all of us in the profession to up our game.
When things are going great, we tend not to worry about the little things as much. But the little things all add up.
We must step up and deliver or the marketplace wont need us in the future.
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