Insights

It Starts With Trust

Jul 02, 2024

Without trust, consumers will continue to view our products and services as commodities, and our relationships with them will continue to be transactional. No different from buying a carton of milk from the store.
#Advisor
KorsgadenInsights.com

 


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Everyone is a Prospective Client or Employee

Jul 01, 2024
 

Our profession is at risk, if we do not RECRUIT more as an industry.
We need to build our bench with the next level of Executive Leaders.
We need to build our bench with the next level of Agency Business Owners.

To attract the right candidate in the future, we must become MORE ATTRACTIVE!
We must also remain committed to the philosophy:
"That every...

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The Review Has to Be Something the Client WANTS To Do

Jun 27, 2024
 

Offering a Annual Review is not enough. It is only “part” of a successful client engagement strategy.
We must have them come in to review everything they have currently for protection. We must give them advise on what they should be thinking about and what other people in similar situations are doing for personal risk management.
...

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Focus Technology on Improving the Client Experience... Not Just Cutting Expenses

Jun 26, 2024

Changes in the economy, regulatory environment and market conditions, along with the need to increase rates to maintain profitability have created a perfect storm that has left many in the industry flat-footed, trying to figure out how to retain clients and increase market share. Many carriers have turned to technology to address this issue, and...

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Houston Luncheon July 10th

Jun 25, 2024
 

For all our Houston friends-
On July 10th at 11:30AM CST, I will be joining the Latin American Association of Insurance Agencies. The lunch meeting will be at Maggiano's Little Italy Post Oak. I am honored to speak about our Practice Management Strategies.
I would love to see you in person!
Registration Link- ...

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[Blog] Decade of Disruption

Jun 19, 2024

Jeff Williams

March 1, 2020 was the beginning of a decade of disruption for the automotive industry.

First was the Covid-19 pandemic. Not only did the pandemic shut down retail facilities and drive shoppers online, but it also massively affected supply chains. Not the least of which was the production of microchips, along with other key...

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Our Job is to Find Out Who People Love

Jun 17, 2024
 

We have studied successful Multi-Line Agency businesses. There is a common thread that you can see for those who are constantly successful. They have a commitment to providing life insurance for the individuals and businesses they serve.
For your life insurance conversations to be impactful, find out who your clients love. Once you know that,...

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[Blog] Not Your Fatherā€™s Insurance Agency

Jun 12, 2024

Bradley Flowers

In the nostalgic old-school days, insurance transactions were a social affair. People would stop by the insurance office to pay their bill, chat with their agent, enjoy a cup of coffee and casually waste about 30 to 45 minutes of their time, as well as their agent's. While this traditional model of insurance agencies still exists...

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Put Clients First and the Sales Will Follow

Jun 11, 2024

 One of the core beliefs I have held from the moment I started my agency and throughout my consulting career has been "service before sales." I have always believed that providing unrivaled service is the key to sustainable success. When you consistently put clients first, the sales will follow.

#PracticeManagement #BusinessAcumen
...

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Agencies in the Future Cannot Succeed Through Sales Skills Alone

Jun 06, 2024

 We are long past the point where agency owners can succeed through sales skills alone. Of course, sales are still essential for survival. But as a business owner and agency leader, you must have your finger on the pulse of the entire organization. You must monitor every aspect of the business, from sales and service to leadership and...

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