Insights

Welcome to the Korsgaden Insights Community

Jul 10, 2024

I AM INCREDIBLY EXCITED about this new venture for Korsgaden International-now rebranded as Korsgaden Insights. In my work with insurance and financial services organizations, I have gained a deep understanding of the challenges many of you are facing as you struggle to adapt to the tsunami of change that continues to disrupt the industry. Over...

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We Are Profitable When We Set the Appointment

Jul 09, 2024
 

We react so much throughout the day that we often forget how many opportunities there are to set an appointment under the right conditions.

Design your business day workflows to always include an offer to discuss additional product solutions. Your clients want, need, and deserve to have all their insurance and financial services under one roof....

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EXECUTION IS KEY

Jul 03, 2024

A few weeks ago, I found myself in the middle of a Seinfeld episode while renting a car. I often book my rental cars through carriers who offer perks. One of the main perks I like to take advantage of is the “skip the counter” option, which allows me to go straight to the car and drive away. No need to check in, no need to get the...

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It Starts With Trust

Jul 02, 2024

Without trust, consumers will continue to view our products and services as commodities, and our relationships with them will continue to be transactional. No different from buying a carton of milk from the store.
#Advisor
KorsgadenInsights.com

 


To book a live presentation email: [email protected]

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Everyone is a Prospective Client or Employee

Jul 01, 2024
 

Our profession is at risk, if we do not RECRUIT more as an industry.
We need to build our bench with the next level of Executive Leaders.
We need to build our bench with the next level of Agency Business Owners.

To attract the right candidate in the future, we must become MORE ATTRACTIVE!
We must also remain committed to the philosophy:
"That every...

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The Review Has to Be Something the Client WANTS To Do

Jun 27, 2024
 

Offering a Annual Review is not enough. It is only “part” of a successful client engagement strategy.
We must have them come in to review everything they have currently for protection. We must give them advise on what they should be thinking about and what other people in similar situations are doing for personal risk management.
...

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Focus Technology on Improving the Client Experience... Not Just Cutting Expenses

Jun 26, 2024

Changes in the economy, regulatory environment and market conditions, along with the need to increase rates to maintain profitability have created a perfect storm that has left many in the industry flat-footed, trying to figure out how to retain clients and increase market share. Many carriers have turned to technology to address this issue, and...

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Houston Luncheon July 10th

Jun 25, 2024
 

For all our Houston friends-
On July 10th at 11:30AM CST, I will be joining the Latin American Association of Insurance Agencies. The lunch meeting will be at Maggiano's Little Italy Post Oak. I am honored to speak about our Practice Management Strategies.
I would love to see you in person!
Registration Link- ...

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[Blog] Decade of Disruption

Jun 19, 2024

Jeff Williams

March 1, 2020 was the beginning of a decade of disruption for the automotive industry.

First was the Covid-19 pandemic. Not only did the pandemic shut down retail facilities and drive shoppers online, but it also massively affected supply chains. Not the least of which was the production of microchips, along with other key...

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Our Job is to Find Out Who People Love

Jun 17, 2024
 

We have studied successful Multi-Line Agency businesses. There is a common thread that you can see for those who are constantly successful. They have a commitment to providing life insurance for the individuals and businesses they serve.
For your life insurance conversations to be impactful, find out who your clients love. Once you know that,...

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