Moving on after losing a great customer is tough. The shock can linger in your mind for far too long, leaving the rest of your business to suffer. But losing a client doesn’t have to be an entirely negative experience. A lost customer can be a wake-up call and a...
If you’re pursuing a career in insurance, then at some point, you may have considered obtaining your CPCU designation. As a CPCU, you’ll be able to offer a higher level of skill and expertise to your customers. And, it’ll earn you more respect from your...
The insurance industry is in flux. There’s a huge number of seasoned pros on the brink of retirement. And we’re in a time of sweeping technological change: so much of the way we work, make decisions, and serve people won’t look the same in ten or even five years. A...
You need to know your client’s business like your own. Period. Why is this important? There are two reasons (though, I’m sure you can think of others). First and foremost, you’ll build unshakeable trust with your client because it’s evidence you care about their...
You’ve finalized the deal and are preparing to onboard your new client. Payroll books and past payroll audits are on their way to your inbox. But will they be enough to provide you with a deep understanding of your client’s employment landscape? Let’s walk...
A new client comes to you looking for workers compensation insurance. They’re a small organization, but they meet the state’s requirements and need workers compensation coverage. They’ve already been turned down or ignored by other brokers and insurers because they...