Insights

Take advantage of all the disruption in the world today.To build a stronger business opportunity, we must put the customer first in everything we do. Our primary interactions with customers are in service and sales. Putting the customer first, we do not need to think about commissions. The revenue will come!Increase your knowledge on customer...

Conversations are simply opportunities to deepen the client relationship

Inflation, rising prices, and supply chain disruptions have become a dominant theme in 2022, and the insurance and financial services industry has not been immune to their effects. Many carriers are encountering higher costs to replace or repair homes, automobiles, and...

Whether you’re in a carrier operation at the home office, or you’re out in the field, you have control over helping others move towards a Discussion Partner model. You also know what’s working and what is not in your organization.You can help direct the folks who want to grow, and empower them to get information from those who...

Stand up new capabilities to expand your business and grow profits. Do not stop what is working. You have the capacity to "stand up new capabilities". High volume quoting works to grow a business. However, standing up a presentation and solution mindset will catapult your business to a whole new level. You will actually quote more when you move...

Position yourself to win by showing up under the right conditions.
The right conditions are:

1. Your customers and prospective customers know exactly why they are meeting with you.
2. Your customers and prospective customers need & desire the Service/Advice/Product Solutions you have to offer.

Of course there might be other factors to consider....

Reghan Brandt and Troy discuss Business Growth & Profits on The Insurance Chatter podcast.
It all boils down to the advisor using the new tools available to meet the customer on their terms. Not ours!
In this clip from the podcast, Troy explains "this is the greatest time to be in our business!"
If you put the customer first... not the money...

FINSECA just released its latest magazine issue. Troy's Multiline Corner was included. This month's subject is on time management. This topic is always at everyone's "top of the priority list" for personal and business improvement.

#NeverStopLearning #PersonalDevelopment #BusinessDevelopment #KorsgadenLearningAndDevelopment #InflectionPoint...

Discussion Partners sell more: more volume, more premium…more everything. Why? They’re selling what the customer needs. Their retention is also better. Instead of merely thinking of one line of coverage, think about the customer. How do they buy? They buy from people they know and trust. While you do have transactional people in...

Utilize everything you have at your disposal before adding and expanding new capabilities. It is human nature to desire the "latest and greatest". Assess all of your systems and processes to meet current customer needs. Create a priority list and execute to leave no stone unturned. This takes great discipline and resolve. Technology is one...