Recent Posts Let’s be honest with ourselves. We’ve been on easy street. You know it’s easy, when all you have to say is, ‘Here’s your coverage and here's your price. Do you want it?' and everyone's happy. It’s like shooting fish in a barrel. Because it's been so easy,...

Recent Posts Each Team Member can easily be a profit-center in your business. Profit comes from many things. However, the foundation is 1 of 3 things with each client interaction: I gave a presentation and asked for a check. I asked for the next appointment to give a...

Recent Posts Master every step of the purchasing process & ongoing client experience journey. This is the foundation for a successful business model of the future. Insurance professionals need to assume the role of the gateway to everything related to insurance and...

Recent Posts To transition smoothly into the customer-driven sales cycle, carriers and their advisors simply need to differentiate themselves by identifying a strong value proposition — and communicating it consistently across all platforms. Even if you aren’t the...

Recent Posts If it was only about a quote, you might not need a local advisor. But clients want and need more than just a quote. 1.) Clients need to know what current coverages they have today. 2.) Clients want to know what similar people are doing regarding personal...

Recent Posts Uncertainty is driving a lot of what is impacting the insurance industry right now. Not only in rate action, but capacity and availability of insurance. The disruption is not over and will take a long time to flow through the system. We need to provide...