Insights

Offering a customer review every year should not be negotiable. Your processes should not be dependent on any one person, letter, text, email or other technology. We must make a commitment to reaching 100% of our customers consistently every year, using every method available. 

Not every customer will physically come in every year. However,...

In everything you do give it your all, both personally and as a team. As a Carrier, Broker, agency, or firm... Stand up new capabilities and continuously improve existing capabilities. Today, Troy talks about standing up and improving Lead Capabilities. Go out on a limb, because that is where all the fruit is. It might feel clunky at first when...

AM Best Review Magazine released an interview with Troy Korsgaden. Embedded in this 3 minute read is a video blog with Troy discussing Specialization. Today everything is moving so quickly, and you can't be an expert at everything. We want to be, but as a generalist, you just never can learn everything.

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Author: Agents Need to...

This is the Insurance Huddle podcast, hosted by Dr. John Wales. This bi-monthly podcast for insurance newbies and industry veterans alike. This week we talk to Troy Korsgaden the principal of Korsgaden International, best-selling author, speaker, and highly sought-after insurance and financial services consultant.

In this episode, Troy Korsgaden...

Does your existing business model work?  Today on the podcast, Bradley and Troy sit down to discuss some of the topics covered in his latest book, Inflection Point (find it at www.korsgaden.com/resources).  These include how to redefine your role when the existing model doesn’t work, how to build a team that can grow with the...

You must be top of mind with the customer. The customer holds all the keys to the kingdom with renewals, new business, additional products and services. Commit to deepening your relationship by adding a concierge level of service and sells within your organization. This applies to everyone, whether you are an agent, broker, or a carrier.

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The attached article was just released on Finseca Focus Magazine. Learning and development is a must to meet the demands of the customer. Consumers have a desire and every right to expect their insurance advisors to guide them on their journey to the future.

#Sherpa #InflectionPoint #DiscussionPartner #LearningAndDevelopment #BusinessDevelopment...

Leverage every asset you have in your business to achieve success.

In this example, Troy talks about lead management and presentations. Think out every workflow and process. Then leverage help from everyone you can, both externally and internally.

#LearningAndDevelopment #LeadManagement #KorsgadenCarrierConsulting #KorsgadenTraining...

Recruit team members and sales associates to increase your reach with new and existing customers. Remember, Birds of a Feather Flock Together. Your team members can attract and deepen relationships with people outside of your own circle of influence.

There are no glass ceilings for your business when you have the right team!

#Recruiting...