Insights

Discussion Partner/ Return of the Local Agent

Apr 03, 2024
 

No matter how great AI becomes, our clients will always need someone to connect the dots. One size does not fit all. Insurance is complex and requires multiple products.
Our profession has some of the highest earners in the marketplace. This is because they get paid for the value they bring. There is a common thread with high performers and high...

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RPOA LIVE Summit featuring Troy Korsgaden

Apr 02, 2024

I am excited to announce that I will be a guest speaker at the upcoming RPOA LIVE Summit on May 8th! Could not be more proud of my longterm friendship and collaboration with Jeremy and Kristin.
If you're looking for actionable insights to propel your team and business to new heights this year, don't miss out—click the link below to...

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Consider a Concierge for Your Agency Firm

Mar 27, 2024

Many top-notch restaurants have an expediter on staff. The expediter works with the kitchen, waitstaff, and customers to make sure that meals are prepared exactly as ordered, beautifully presented, and delivered to everyone at the table at the same time. This high-touch approach ensures that every customer is happy with their dining experience....

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You Made a Promise to be Different. Now is Not the Time to Hide.

Mar 26, 2024

I don’t know how long ago it has been since you sold your first client. Whenever it was, chances are you told them you are different from other agents and advisors they've worked with. You promised you would always be there – that you'd meet with them regularly to make sure their family, business, and assets were always protected.

...

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There is Nowhere to Hide

Mar 19, 2024
 

There is nowhere to hide as the insurance industry continues to go through disruption.
Uncertainty is forcing all of us in the profession to up our game.
When things are going great, we tend not to worry about the little things as much. But the little things all add up.
We must step up and deliver or the marketplace wont need us in the future.
...

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Separate the Renewal from The Review/ Be Proactive, Not Reactive

Mar 14, 2024
 

How do you stop from getting burned out and being beat up all day?
Apply offensive strategies. Start by separating your Review Program from your Policy Renewals.
#KorsgadenInsights #ReviewProgram #AnnualReview

 


To book a live presentation email: [email protected]

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Let's Be Honest With Ourselves, We Are No Longer on Easy Street

Mar 12, 2024
 

Let’s be honest with ourselves. We’ve been on easy street. You know it’s easy, when all you have to say is, ‘Here’s your coverage and here's your price. Do you want it?' and everyone's happy. It’s like shooting fish in a barrel.

Because it's been so easy, the fundamentals that should have been covered were...

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Each Team Member Can Easily be a Profit-Center

Mar 01, 2024

Each Team Member can easily be a profit-center in your business.
Profit comes from many things. However, the foundation is 1 of 3 things with each client interaction:

  1. I gave a presentation and asked for a check.
  2. I asked for the next appointment to give a presentation.
  3. I asked for information that will lead to an appointment… that...
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Above The Business Featuring Troy Korsgaden

Feb 29, 2024

 

The world continues to change at mock speed.
Join Bradley and TK in a robust conversation about the ever changing insurance and financial services Industry.
#KorsgadenInsights

 


To book a live presentation email: [email protected]

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Master Every Step of the Purchasing Process & Ongoing Customer Experience Journey

Feb 26, 2024

Master every step of the purchasing process & ongoing client experience journey. This is the foundation for a successful business model of the future. Insurance professionals need to assume the role of the gateway to everything related to insurance and financial services. Guide clients seamlessly through every step of the process. Advisors...

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