Customer Service

Developing an effective client onboarding system can help you reduce client churn, enhance productivity and improve your bottom line.  .

The Wall Street Journal has taken an interest in some of the new(ish) insurance products now available such as “Active Shooter” policies, Tuition Insurance, and Cyber coverage.

The title pretty much says it all. Are you a “many” agent focused on the price-based easy sell or are you among the few who understand that insurance requires a…

Have you ever wondered why customers buy from independent agents? According to research, the two main reasons are claims management and remarketing.

This article is a wake-up call from consultant Chris Burand: “The independent agency system constantly emphasizes how important agents are to clients in choosing the right coverage. While agents can…

This article is about leadership. When it comes to policy limits, forms and coverage, being a leader pays off for you and the client! Are you leading your clients so…

Everyone occasionally comes across those hard to place accounts. Hopefully, your first shot will be our own Big “I” Markets at www.bigimarkets.com. Other alternatives include www.insurancemarketplace.com and www.mynewmarkets.com. In this…

A recent McKinsey report concludes that personal lines insurance, by and large, has become a commodity. It also questions the viability and value of the agent. This article excerpts one…

Most problems and complaints both outside and inside your company arise from poor communication. Poor communication most often results from either miscommunication or a lack of communication. This article identifies…