Insights

Today's customers are more informed, but still want a discussion partner. There is too much information to consider. For that reason, thoughtful people want an Advisor who will give them the human touch.
Advisors are not going away... they will be bigger and stronger!
In this short video, Troy talks to The Culture Matters, Jay Doran, about...

Agency Business Owners, Team Members, and Carrier Employees should constantly be updating scripts. Continuous improvement should be the goal for all customer interactions. Have a script for in-person, over the phone, or virtual. The objectives should be the same. In this one minute video short clip, TK talks about the importance of roleplay.

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Every business owner should be standing up new capabilities to ensure increased revenue and profits. One of the most important capabilities is to leverage your team to develop new business. Don’t make them feel like you are just giving them one more task to do during the day. This is more important than just another box to check. Give them...

Successful leaders are always upping their game.
To attract a high-caliber recruit to your team, you must be high-caliber. We must work harder improving our own skills to attract someone with the skills needed to serve our customers now and in the future. Never stop growing and never stop learning!
In this video short, TK discusses recruiting and...

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 the pendulum has swung from company control to consumer control. Exciting to be a part of...

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 a daily habit. In this video clip, TK shares the four opportunities we all have each day to...

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 service and advice teamed up with digital, call centers, and other technologies that are seamless...

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 your business.

 For the full audio podcast: ...

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 need to think about commissions. The revenue will come!Increase your knowledge on customer...

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 folks who want to grow, and empower them to get information from those who...