A Rate Conversation Is NOT a Household Review
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 aggressive and more open to advice and personal risk management strategies.
#KorsgadenInsights #AnnualReview #RateAction
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Troy Korsgaden
Troy Korsgaden is a #1 bestselling author, a highly sought after speaker and consultant in the insurance and financial services industry with a proven track record of success. With his 30-plus years of experience in the insurance and financial services industry, he is able to draw on his extensive knowledge of best practices and industry trends as inspiration for his many consulting opportunities and speaking engagements. Troy is highly respected for his insights in the application of technology for carrier workflows and distribution, as well as change management, customer service, and transformational work. His energy, dynamism, humor and distinctive ability to connect with his audience truly set him apart and keep him in high demand.