Customer Service

Keys to Writing Insurance Coverage Letters

Your insureds are not insurance experts, nor should we expect them be. In fact, many don’t like to talk or think about insurance – much less read a “coverage-heavy” letter.…

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Point/Counter Point: Holding a Client Hostage

Point/Counter Point: Can an insurance carrier and its agent hold a client hostage? Short of any statutory prohibition, the answer appears to be yes. Without a law to the contrary,…

The Psychology of Downed Trees

Following a communal catastrophe, such as a hurricane, victims go through several phases of recovery. Agents must know to expect these phases and how to prepare for them. It’s the…

Holding a Client Hostage

Can an insurance carrier and its agent hold a client hostage? Short of any statutory prohibition, the answer appears to be yes. Without a law to the contrary, the contractual…

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Why Customers Buy from Independent Agents

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

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We’re Not Happy Until You’re Not Happy

If you’re going to make a brand promise, keep it. Otherwise, you and your company may be the brunt of the punchline… We’re not happy until you’re not happy!

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An Amazing Customer Service and Leadership Story

How far will you go to provide superior customer service? Would you invest hours learning basic American Sign Language so a single customer will have a better experience?

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Amazing Customer Engagement Ideas

You’ve read about the explosion of “disrupters” that are going to revolutionize the insurance industry. Most of them promise quick and easy online or smart phone app access but none…

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The ‘Dumb’ Things We Do

Let’s face it, even the best and brightest of us sometimes do dumb things and often it’s with good intentions to help a customer. But the cold, hard E&O reality…