Agency Operations

Customer Satisfaction Surveys

Whether you know that your business needs a great deal of improvement or whether you think that you are the best in the business, the Customer Satisfaction Survey (sometimes in…

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Beating the Competition…Thrilling the Customer

We, as an industry, have gotten some pretty rotten publicity regarding service. The bad news is that much of it is well earned. Uncaring employees finding reasons why claims should…

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Increase Profits by Getting Rid of Customers

With more intense competition from banks, direct writers and the internet, agencies are going to lose customers. This is not a bad thing. Let them have the low margin customers…

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The Value of Making Mistakes

What’s the best thing you can do to make your customers happy? Screw up! Yep, that’s right, make a mistake…then fix it. According to one study, customers who had experienced…

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The Retention Myth

In The Odyssey, Homer tells the famous story of the three Sirens leading sailors astray. Insurance agencies have their own insidious Sirens leading them astray and one of the most…

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The 10 Commandments of Customer Service

Below is a reprint of one of Al Diamond’s most popular articles. Nothing else needs to be said…just read and obey!

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A Cultural Shift to Service

Most companies claim to be service oriented. Everyone “says” that their people are their greatest resource. Everyone “claims” that their customers are king. But how often do we, as consumers,…

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Excellent Service…A State of Mind?

When asked, “What is your greatest strength?”, 90% of insurance agents will claim “Excellent Service” as the answer. Yet if all of the agents who claim excellent service actually provided…

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Do You Want Fries with That? The Art of Cross Selling

Have you ever escaped McDonalds without being asked of you wanted fries or a drink with your purchase? “Would you like a hot apple pie with that?” Why do you…

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Focus on the Future…the Customer

I’ve never met an agent who does not claim to concentrate on the customers’ needs. However, most agents have tried to define the customers’ needs without input from the customer.…

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