by Sarai Snyder | Apr 30, 2024 | Public
Recent Posts The household review and the rate conversation are both important. They must be dealt with thoughtfully. A rigorous annual review program, with every client/every year, insures trust and confidence. When rate conversations are needed, clients are not as...
by Sarai Snyder | Apr 29, 2024 | Public
Recent Posts Opportunity has never knocked harder on your business door! Every time a client reaches out for assistance or advice on their current insurance, there is an opportunity to exceed their expectations and earn the right to add more products and services. Do...
by Sarai Snyder | Apr 26, 2024 | Public
Recent Posts The insurance industry is going through a radical transformation. Carriers are reorganizing and strengthening operational alignment with their local agency teams by delivering stronger and more effective support, making managers, field leaders, and field...
by Sarai Snyder | Apr 25, 2024 | Public
Recent Posts It is not one big thing that makes us great in life. It is a lot of little things done consistently that turn into greatness. #KorsgadenInsights #PracticeManagement #InsightsCommunity To book a live presentation email:...
by Sarai Snyder | Apr 23, 2024 | Public
Recent Posts Whether you are a CEO of an insurance carrier or the CEO of a local insurance and financial services agency or firm… you are dealing with the same business issues. There are many great ideas and a lot of people on your team with great intentions....
by Sarai Snyder | Apr 18, 2024 | Public
Recent Posts The human touch of the individual Advisor has never been more valuable in the marketplace. Local Agencies, and their teams, foster personalized relationships and risk-based selling. Local expertise in risk assessment and proactive loss mitigation can...
by Sarai Snyder | Apr 16, 2024 | Public
Recent Posts Serve your client first before trying to sell them something. Agents and Team Members, that’s what you do best…..SERVE! Show them how you will help their family. Show them how you will help their business. Show them how you will help them...
by Sarai Snyder | Apr 12, 2024 | Public
Recent Posts If you want to know how tall a building is going to be, you just need look at how deep they dig the foundation. The same could be said about our clients. If you want to grow to new heights, you must have a deeper relationship with each household and/or...
by Sarai Snyder | Apr 9, 2024 | Public
Recent Posts There are four must have meetings with clients every year. If you are a business owner, these are nonnegotiable. A household review annually New business for new households Add-on new business for current households Life conversation annually When every...
by Sarai Snyder | Apr 3, 2024 | Public
Recent Posts No matter how great AI becomes, our clients will always need someone to connect the dots. One size does not fit all. Insurance is complex and requires multiple products. Our profession has some of the highest earners in the marketplace. This is because...