Customer Service

Read the Policy You’re Selling

This may be the most important coverage article you read this year. It may be the most important coverage article you’ve ever read. Please read it. And please have your…

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You Don’t Know What You Don’t Know

What does buying running shoes have to do with buying insurance? Keep reading for an excellent analogy of why online buying of certain “products” is often a big mistake.

When Customers Move to Direct Writing Insurers

We’ve all seen the media stories about the demise of independent agents from organizations ranging from Google to Walmart getting into the insurance industry. Likewise, even our own publications refer…

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Ending Follow-Ups with Late-Paying and Past-Due Customers

Your agency has finally concluded that following up on late-paying and past-due customers is too big an E&O exposure and too expensive and time consuming to continue. You believe it…

Person Marking Excellent Checkbox On Customer Service Satisfaction Survey Form

The Southwest Airlines Way

If you’re never flown Southwest airlines, you are likely not familiar with their customer service approach. In this article, customer service expert Shep Hyken talks about his experience and I…

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Spread the Love

You’ve got just over a week before Valentine’s Day. Do something nice for your customers Valentine’s Day (and every day). Spread the love, spread the joy. Here is our suggestion…

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Oral vs. Written Binders

Unless there is a legal requirement, is there a reason to issue a written binder on an account? We posed this question to the VU faculty and got a mixed…

Firing Customers…Dump Letters

Increasingly, agents are discovering that they have customers that they no longer want for one or more of many reasons. Maybe it’s a contractor that generates so much certificate of…