Industry Insights

Phil Cooke

Spring is coming and it’s time to take your creativity to the next level. So to help get you out of the winter doldrums, here are 10 important steps to give your creative thinking a shot in the arm:

1. Don’t be afraid to daydream. Neurological research indicates daydreaming is good for your overall health. Much like night dreaming, day
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People are not always ready to talk to you when you call. For example... maybe they are having a bad day or they are busy with their family. The key is to be consistent on engaging them in important conversations. We recommend touching your client throughout the year. Make the "numbers game" work in your favor. Be consistent and they will connect w...

The training that is being put out continues to improve year over year. The technologies that have been created bring the content to life and make learning more effective than ever before.
Let us not forget that learning and performance is now part of a larger ecosystem. An important part of that ecosystem is "Joint Work". Learning by doing will ...

We are all busier than ever!
However, we must not let being busy detract us from staying consistent on our priorities.
Make meeting with each client every year to discuss Life Insurance one of your top priorities. It is easier than we think.
Break your yearly goals down on a daily basis. You will find it is not so overwhelming when you are busy.
Rememb...

The household review and the rate conversation are both important. They must be dealt with thoughtfully. A rigorous annual review program, with every client/every year, insures trust and confidence. When rate conversations are needed, clients are not as aggressive and more open to advice and personal risk management strategies.

#KorsgadenInsigh...

Opportunity has never knocked harder on your business door! Every time a client reaches out for assistance or advice on their current insurance, there is an opportunity to exceed their expectations and earn the right to add more products and services. Do not let the nonsensical economy and industry environment fool you or fake you out!
There has ...

The insurance industry is going through a radical transformation. Carriers are reorganizing and strengthening operational alignment with their local agency teams by delivering stronger and more effective support, making managers, field leaders, and field executives more important than ever. We are seeing more carriers send their leaders through ...

It is not one big thing that makes us great in life.
It is a lot of little things done consistently that turn into greatness.
#KorsgadenInsights #PracticeManagement #InsightsCommunity

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Whether you are a CEO of an insurance carrier or the CEO of a local insurance and financial services agency or firm... you are dealing with the same business issues.
There are many great ideas and a lot of people on your team with great intentions. However, for whatever reason things do not always get executed the way we see them in our heads.
We mus...

The human touch of the individual Advisor has never been more valuable in the marketplace.
Local Agencies, and their teams, foster personalized relationships and risk-based selling.
Local expertise in risk assessment and proactive loss mitigation can significantly impact claims costs. Claims costs are a major contributor to expense ratios and rates...