Insights

We are all busier than ever!
However, we must not let being busy detract us from staying consistent on our priorities.
Make meeting with each client every year to discuss Life Insurance one of your top priorities. It is easier than we think.
Break your yearly goals down on a daily basis. You will find it is not so overwhelming when you are busy.
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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.

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Opportunity has never knocked harder on your business door! Every time a client reaches out for assistance or advice on their current insurance, there is an opportunity to exceed their expectations and earn the right to add more products and services. Do not let the nonsensical economy and industry environment fool you or fake you out!
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The insurance industry is going through a radical transformation. Carriers are reorganizing and strengthening operational alignment with their local agency teams by delivering stronger and more effective support, making managers, field leaders, and field executives more important than ever. We are seeing more carriers send their leaders...

It is not one big thing that makes us great in life.
It is a lot of little things done consistently that turn into greatness.
#KorsgadenInsights #PracticeManagement #InsightsCommunity

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Whether you are a CEO of an insurance carrier or the CEO of a local insurance and financial services agency or firm... you are dealing with the same business issues.
There are many great ideas and a lot of people on your team with great intentions. However, for whatever reason things do not always get executed the way we see them in our heads.
We...

The human touch of the individual Advisor has never been more valuable in the marketplace.
Local Agencies, and their teams, foster personalized relationships and risk-based selling.
Local expertise in risk assessment and proactive loss mitigation can significantly impact claims costs. Claims costs are a major contributor to expense ratios and...

Serve your client first before trying to sell them something.
Agents and Team Members, that’s what you do best…..SERVE!

Show them how you will help their family.
Show them how you will help their business.
Show them how you will help them personally.

By positioning yourself to be of service first, we earn the right to offer them our...

If you want to know how tall a building is going to be, you just need look at how deep they dig the foundation.
The same could be said about our clients.
If you want to grow to new heights, you must have a deeper relationship with each household and/or business you serve. This requires an actionable foundation of information. You can never know...

There are four must have meetings with clients every year. If you are a business owner, these are nonnegotiable.

1. A household review annually
2. New business for new households
3. Add-on new business for current households
4. Life conversation annually

When every team member is proficient in holding these four meetings, your business will be...