Agent & Broker

Some 90% of E&O suits against agencies could be prevented through careful attention to practices and procedures.

Many agency owners are not good producers, and poor producers typically don't like to hire good ones. Good producers are intimidating, even grating.

Part of being a successful salesman is doing the legwork, but there is another aspect, too, one that many overlook.

Many carriers now value growth in premiums more than low loss ratios. And pretending otherwise won't help agency owners.

For decades, the “experts” have bet against independent insurance agents, yet agents keep winning. Why? Experts underestimate the value of trust.

If we want to succeed, we must prepare. If we aren’t working toward something we want, we are going to end up somewhere else.|

When you begin to serve clients as a trusted risk strategist, you will climb out of the commodity trap. Using the I3 process is your best, most powerful tool to escape commoditization and thrive.

In designing and delivering a Customer Experience Journey, it is important that you have a plan to engage the consumer.  Emotional engagement is the foundation of the customer experience.  People make decisions based on feelings.  A great experience transcends the rational attributes of a product or service (i.e., price).