Update Your Scripts

Update Your Scripts

Recent Posts 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...
Stand Up New Capabilities

Stand Up New Capabilities

Recent Posts 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...
Up Your Game

Up Your Game

Recent Posts 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....
Flight Plan

Flight Plan

Recent Posts 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...
Outer Space Stuff

Outer Space Stuff

Recent Posts 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...
Rome Was Not Built In A Day

Rome Was Not Built In A Day

Recent Posts 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...

Business Development

Recent Posts 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...
There Has Been A Huge Shift

There Has Been A Huge Shift

Recent Posts 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...
Field Leaders Have Never Been More Important

Field Leaders Have Never Been More Important

Recent Posts We believe Field Leaders have never been more important to the Insurance Industry. However, there is a major transformation going on with almost every carrier in the marketplace. As companies retool and redesign their multi-channel and multi-product...
The Seamless Distribution Ecosystem

The Seamless Distribution Ecosystem

Recent Posts 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...