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Flight Plan
Flight Plan

Recent Posts It is hard to believe that we are already 8 months in to the year! We should all be gearing up for the beginning of the planning season in October. Leaders are already thinking about budgets for 2023. We should all be focusing on ending 2022 strong and...

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Outer Space Stuff
Outer Space Stuff

Recent Posts Insurance and financial services has become really exciting. There are some real "outer space stuff going on". New technology and the focus on the consumer have changed everything. In this 2 minute Culture Matters podcast clip, Jay and TK talk about how...

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Rome Was Not Built In A Day
Rome Was Not Built In A Day

Recent Posts All businesses are facing headwinds. We must stand up new capabilities, new processes, and new communication strategies. Do not be afraid to try something new. The time to take action is now. RIGHT NOW! Do not be unrealistic about immediate success- Rome...

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Business Development

Recent Posts To be successful at business development, you must be consistent. We train business owners, executives, and industry field leaders to tag business development onto other required daily activities. This encourages consistency and makes business development...

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There Has Been A Huge Shift
There Has Been A Huge Shift

Recent Posts The Culture Matters Podcast with Jay Doran and Troy Korsgaden has just been released. In this short clip Troy talks about how there has been a huge shift in the insurance and financial services industry. Listen to full Podcast Here #InflectionPoint...

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Field Leaders Have Never Been More Important
Field Leaders Have Never Been More Important

Recent Posts We believe Field Leaders have never been more important to the Insurance Industry. However, there is a major transformation going on with almost every carrier in the marketplace. As companies retool and redesign their multi-channel and multi-product...

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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...

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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...

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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...

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