Strong customer relationships are the cornerstone of building a successful business. And you build strong relationships by managing customer expectations, proactively putting their interests first, and building a reputation for over-delivering. One of your biggest...
Business Growth
How to Handle Losing a Great Client
Business Growth, Sales & Productivity
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...
The Top 6 Benefits of Obtaining Your CPCU
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...
Evaluating the MBA: a Guide for Insurance Pros
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...
Four Keys To Establishing Unshakeable Trust
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...
Getting an Accurate View of Your Client’s Payroll from Day One
Business Growth, Risk, Workers' Comp 101
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...
How to Assess Risk in Clients with Little Loss History / No Ex-Mod
Business Growth, Risk, Workers' Comp 101
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...