How To Discuss Rate Actions With Your Clients

How To Discuss Rate Actions With Your Clients

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...
Carrier Executive and Field Leader Tip:

Carrier Executive and Field Leader Tip:

Recent Posts 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...

Quote Through Presentations

Recent Posts 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...

Position Yourself To Win By Showing Up

Recent Posts Position yourself to win by showing up under the right conditions. The right conditions are: Your customers and prospective customers know exactly why they are meeting with you. Your customers and prospective customers need & desire the...
Block Time For Mentoring and Coaching Your Team

Block Time For Mentoring and Coaching Your Team

Recent Posts Do you take time to help your team meet their individual goals and not just current promotions? There are strategic benefits for executives and field leaders to constantly assess their teams. Determine which team members would benefit most from 1-on-1...
Business Growth and Profit

Business Growth and Profit

Recent Posts Reghan Brandt and Troy discuss Business Growth & Profits on The Insurance Chatter podcast. It all boils down to the advisor using the new tools available to meet the customer on their terms. Not ours! In this clip from the podcast, Troy explains...
FINSECA Multiline Corner Article

FINSECA Multiline Corner Article

Recent Posts FINSECA just released its latest magazine issue. Troy’s Multiline Corner was included. This month’s subject is on time management. This topic is always at everyone’s “top of the priority list” for personal and business...
Effective Leaders Have Meaningful Priorities.

Effective Leaders Have Meaningful Priorities.

Recent Posts In my experience, it’s essential to always be learning and growing. In past roles, I’ve managed key priorities and projects that affected thousands of people. It wasn’t the money I made that benefitted me the most- it was the wisdom I...
High-Performance Teams

High-Performance Teams

Recent Posts Get the most out of your payroll. People are the most underutilized asset in most businesses. Recruiting and onboarding the right people will improve your profitability. There are 3 steps in building a high-performance team: Power Recruiting Intense...