Insights

You must be top of mind with the customer. The customer holds all the keys to the kingdom with renewals, new business, additional products and services. Commit to deepening your relationship by adding a concierge level of service and sells within your organization. This applies to everyone, whether you are an agent, broker, or a carrier.

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The attached article was just released on Finseca Focus Magazine. Learning and development is a must to meet the demands of the customer. Consumers have a desire and every right to expect their insurance advisors to guide them on their journey to the future.

#Sherpa #InflectionPoint #DiscussionPartner #LearningAndDevelopment #BusinessDevelopment...

Leverage every asset you have in your business to achieve success.

In this example, Troy talks about lead management and presentations. Think out every workflow and process. Then leverage help from everyone you can, both externally and internally.

#LearningAndDevelopment #LeadManagement #KorsgadenCarrierConsulting #KorsgadenTraining...

Recruit team members and sales associates to increase your reach with new and existing customers. Remember, Birds of a Feather Flock Together. Your team members can attract and deepen relationships with people outside of your own circle of influence.

There are no glass ceilings for your business when you have the right team!

#Recruiting...

In this podcast episode, Troy Korsgaden talks to Dr. John Wales on how to navigate the tsunami of change that is transforming the insurance industry.

The Insurance Huddle, is a bi-monthly podcast for insurance newbies and industry veterans alike.

Link to the full podcast:
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As brokers, agents, and advisors, our job is to deliver customer experiences that are so exceptional that our customers will never want to seek service anywhere else.

We need to provide the products that meet each customer’s individual wants and needs, while also providing them with constant attention, deeper relationships, and...

As professionals, we must script every approach, every call, and every meaningful customer engagement. However, the “reasons” for the script are more powerful than the script itself. Leave the ad-libs for the amateurs! 

#InflectionPoint #DiscussionPartnerAccelerator #IndustryStudyGroups #KorsgadenConsulting #KorsgadenTraining...

Stop everything and retool your database now. You can never say thank you enough to your customers. Your current customers have much more opportunity than what you are capitalizing on today. The more you know the more you can help your customers with additional products and services. It will make their lives easier for having one place to start...

Have a defined plan. Focus on return on investment, return on equity, and return on energy. Get the most out of each day by focusing everything you do to be in the moment. Avoid getting sidetracked and veering off from your flight plan unintentionally.

#InflectionPoint #DiscussionPartnerAccelerator #KorsgadenCarrierConsulting ...