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...

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...

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...

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...

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...

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...

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...