Agency Operations

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…

Psychographic targeting for brand awareness, understanding motivations

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…

Business growth success achievement concept, hand arranging wooden block stacking as step stair or ladder for planning development leadership and customer target group concept.

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.…

Laptop with multipe particles flow coming out from the glowing white screen on a white background, data and information concept

What’s So Special About You?

Wherever I go lately, I find myself talking about value. The equation. The whole thing. Not just the “Is-it-a fair-price-for-the-quality?” value. Enduring value, the kind that builds loyalty. The more…

Conceptual target with icons on a vivid yellow background.

What’s All This Talk About Value?

In all my years of teaching (almost 20), I am continually amazed by the term “creating value.” It’s what every company says it does and wants and can do better…

The All Important Why

When I can imagine all the positive benefits of working out, walking and eating a lot of vegetables, it’s easier for me to do those things. When I lose sight…

What Makes for “Winning”?

There is a difference between relationships that are “transactional” in nature and those that are “transformational.” The latter are those that last for a long time and create value for…

Business partnership concept. Two arms connected in circle stretching for handshake, orange background, panorama

Moments of Truth & Magic

Jan Carlzon, who turned SAS Airlines around in one year, coined the term “Moments of Truth.” Moments of Truth occur THOUSANDS of times a day in every business. He believed…

Team thinking together as a diverse group of people coming together joining hands into the shape of an inspirational light bulb as a community support metaphor with 3D elements.

Unleashing the Power of Customer Care

Do we know who are customers really are? Do we know why they really buy from us? Do we know what their needs and desires are? Do we know what…

Creating Value

If you shifted your focus from creating profit to creating value, odds are that you would create more profit than you are creating now. A radical notion? Not really. Companies…

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