Agent & Broker

In designing and delivering a Customer Experience Journey, it is important that you have a plan to engage the consumer.  Emotional engagement is the foundation of the customer experience.  People make decisions based on feelings.  A great experience transcends the rational attributes of a product or service (i.e., price).

Do you ever find yourself organizing your desk, calls or calendar, checking email, or talking with co-workers instead of prospecting? Some 80% of all new sales people fail; 40% of all veterans stop prospecting; and sales people earn a small fraction of what they could... all because of call reluctance.  

Because the one-to-many approach is so easy, very few advisors use a one-to-one approach to video marketing. However, there is a stealth way you can do this for free and open up doors that used to be closed.

Insurance companies commonly generate significant business value by enhancing existing customer relationships and expanding business  through social channels.

I have watched some of the best of the best follow this format in their approach to customers. More often than not, they become trusted advisers on the way to the sale, rather than after the sale.

The pain survivors feel when a loved one or partner dies is already immense. Why exacerbate it by leaving them a business in a mess?

Arming yourself with knowledge ahead of time can help you to develop strategies and create records that maximize coverage, facilitate resolution of current disputes, and eliminate potential future disputes.

Here are three lessons for brokers and consultants learned from Penn State’s implementation of perhaps the most unpopular wellness program in history.