Here are a few ways agents can set themselves apart. Your agency values should include the following. Agents repeat after me. Each Client Is Unique - We know your insurance needs are one of a kind and require personal attention. Your family may require certain kinds of coverage and we will make sure you understand that. Education Comes First - Before we even talk about insurance, we want to educate you on your risks and how these risks may affect your family or business. We

The best relationships are built to last. Long-term financial relationships are much more than a quick transaction or low price. Recent surveys by JD Power & Associates found that consumers actually valued long-term relationships. There are many ways agents can build value and create lasting positive relationships with their clients. Why Lasting Relationships Matter If you listen to most insurance advertisements, they tell you to shop your insurance every year and over tim

You can read articles every day on the internet about how traditional selling is dead, and that we all need to embrace the new age of selling. Here are some of the titles of articles on selling I found during an internet search this last month. “Selling is Dead, Sales Live On” “Social Media is the New Producer” “Is Relationship Selling Dead?” “How to Sell--New Age Terms” “Sell with Intensity” “Always Be Closing” “Tell Your Story When Selling” Now I am sure all these articles

People are hungry for great customer service. On average, 40% of customers who suffer through bad experiences stop doing business with the offending company. However, a company should not deliver outstanding customer service just to make money—they should do it because it is the right thing to do. We believe that a happy and satisfied customer will become your ally, and you become their trusted advisor. Insurance is a promise from the insurer to cover your claim or loss pe

Insurance agents should always be considered a trusted advisor. As such, there are many unique skill sets an agent should possess. Without these skills you run the risk of having the wrong insurance program, being un-informed regarding your risks, and be frustrated whenever you call or meet with your agent. Here are some of the skills of a trusted advisor Has under taken additional training in the field of risk management and insurance. The trusted advisor puts clients’ inter

Insurance agents trying to win over new customers. As an insurance agent, this means you need to stay on your marketing game by applying effective and innovative marketing techniques. Connect Consulting can help grow your business. Here are a few ideas: 1. Develop a short video using a high definition video camera. Talk about your services or safety tips. Load it to your web page and You Tube. 2. Use a newsletter. Create a buzz by having a monthly newsletter going to clients

Keeping employee morale high is a tough proposition for even the best organizations. It is very true, money can’t buy happiness. So here are a few ways to improve employee morale on a budget. Happy workers are 12 percent more productive according to a study led by Professor Andrew Oswald at Warwick Business School.Unhappy employees on the other hand can be detrimental to your business. Not only are they less productive and absent more, if they end up walking out the door, yo

Do you ever sit down with your team and complete a customer service review? If you don’t, let me try to convince you of its value. A customer service review is like an annual physical. It is necessary for the health of the agency, and it helps everyone better understand the client’s needs. Your review should include the producer, account manager, claims person, and any other team member that touches the client. The customer service review should only take a short time, but th

“What separates the truly exceptional customer service organizations from the rest is their ability to successfully bridge any gap between their company’s performance and a client's expectation.” Zeke Adkins Without your customers and their support, there is a good chance that you wouldn’t be in business. Customers are king and should always be given outstanding service. One of the tenants of outstanding customer services is that the customer is always right. However, somet