Understand Your Clients and Their Needs
A big part of unrivaled service is knowing our clients, what they need, and what is important to them and their families and businesses. Some people are less concerned with accumulating assets than they are about protecting what they have. Others are looking to save for their kids’ college education. Still others want to buy the house of their dreams. When you position yourself as their Discussion Partner, they will feel comfortable discussing all their hopes, fears, dreams, and goals with you—even things that have nothing to do with insurance.
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Articles by
Troy Korsgaden
Troy Korsgaden is a #1 bestselling author, a highly sought after speaker and consultant in the insurance and financial services industry with a proven track record of success. With his 30-plus years of experience in the insurance and financial services industry, he is able to draw on his extensive knowledge of best practices and industry trends as inspiration for his many consulting opportunities and speaking engagements. Troy is highly respected for his insights in the application of technology for carrier workflows and distribution, as well as change management, customer service, and transformational work. His energy, dynamism, humor and distinctive ability to connect with his audience truly set him apart and keep him in high demand.