Customer Service

We dare to say that our newsletter subscribers (you) are wealthier and have more potential for wealth creation than 99.1% of the population on the planet. Check that statistic out…

In our work across the country, sales people are pressured for sales results while simultaneously being pressured to complete non-sales activities. We see this all over, regardless of industry. No…

In our constant search for the easy way to sell (there is no easy way but we continue to look), one consistent factor is that the most successful sales organizations…

As Gershwin wrote in the title of this article, summertime is the season when many people tend to take it a little easier…including your competitors. Sales guru Tom Redmond illustrates…

One of the best sales techniques is to ask for referrals from your happy customers. As much as I want my sales people asking for referrals, I would much rather…

As we all know, insurance seminars and articles can be a little on the “dry” side. So, every now and then, when you select an article from the Research Library,…

By now, you’ve probably heard how creating a website or using social media can help increase visibility and generate leads for your agency. But there’s one tool you may not…

Do you hate to make calls on the phone? Would you rather do anything, anything, than dial that stranger? Do you find yourself reading the newspaper, taking an early lunch,…

There are significant opportunities to improve agency processes for marketing commercial lines accounts to carriers. This article outlines commonly found problems in these processes and then makes several practical recommendations…

Have you heard of the “My Guy” philosophy? It goes like this: Our customers seem to have “their guy” or “their gal”—and as long as their business partners are providing…