Insights

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...

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 preparing our strategies to grow our businesses.
Helping your discussion partner advisors...

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 was not built in a day. The key is to start, remain consistent, and immediately get...

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...

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 #CustomerFocus #Culture

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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...

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...

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 are encountering higher costs to replace or repair homes, automobiles, and...

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...

Stand up new capabilities to expand your business and grow profits. Do not stop what is working. You have the capacity to "stand up new capabilities". High volume quoting works to grow a business. However, standing up a presentation and solution mindset will catapult your business to a whole new level. You will actually quote more when you move...