From a customer standpoint, it may seem like the shortest path to saving money is to switch insurance companies. Which raises the question: Is there any value in being a long-time customer of an insurance company? Or what is the return on investment in loyalty—if that even exists anymore? The answer is not always clear. As an…Read More
According to usual patterns, insurance agents typically speak with clients only two or three times in a year. Of course when there’s a problem or an urgent need, these calls are focused solely on resolution. Because when everyone is in crisis mode, the only clear goal is a swift and painless return to normal. These are what we call…Read More
It seems odd, the things we measure these days. Or at least the things we have to measure to ensure we’re doing what we should. A whole industry was born of counting how many steps a person takes in a day. And if you’re anything like me—far too many conversations these days revolve around “getting your steps in.” So what are we really…Read More
When many of us started out in the insurance sales business, we had a shared experience of sorts. Feedback from friends and family made it pretty clear: we were going to be outcasts, “that guy” at the party that no one wants to be around. You know, the one who cycles through careers and hopes to sell unsuspecting acquaintances on their product du jour.…Read More
Business takes me far and wide, and I put in many hours behind the wheel. So it’s a given that I hear a lot of insurance ads—the same ones you do. I’ll spare you the catchy slogans; you know the messages and the faces. The sad truth is that these characters are built by factories calibrated to churn out a distorted value…Read More
You may simply view life insurance as your final act—putting the necessary assets in place to offer your family needed protection. But it takes imagination to see people showing appreciation for such foresight after you’re gone. Spoiler alert: that does happen. The downside is you’re not there to enjoy it. So is there a way to enjoy the…Read More
Every time we place a customer with one of the insurance companies we represent, we’re doing our due diligence. We recently paired a client with an insurance company that has steady rates and a policy loaded with coverage options—all ideal for this customer. The only catch: the insurance company hadn’t spent a dime on public…Read More
When trying to solve the question of motivation, a detective may often resort to this time-tested advice: “Follow the money.” The implication? Well, if you know where the money came from, you can begin to understand why people do what they do. When trying to find the right insurance agent, we’d suggest you go the same route: investigate the…Read More
Connection established. Brace yourself for good times!
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