Customer Service Focus Tips for handling frequent callers, constant shoppers and more In the insurance industry, we sometimes encounter difficult clients—those that require more effort and due diligence on our part. Here are some techniques to make these more complex encounters easier to manage. Reinstate me Some clients like to treat the possibility of policy reinstatement as a new billing option. Forgetting to pay a premium may happen occasionally, but
Management
The Innovative Workplace Shelter your employees and business with a well-thought-out inclement weather plan This year has already had its share of bad weather, including heavy rains, floods, strong winds and fires. Winter is coming, and for many parts of the country it means harsher weather is heading our way. Bad weather conditions impact employee productivity in so many ways, from commuting hazard, and school closures creating childcare issues to
Agency Financial Management Are you ready for the next step? What is your exit strategy? Have you given some thought to what comes next regarding your business plans? Insurance agents advise their customers about planning for the future and ensuring their property and health, and that loved ones are adequately protected. You should do the same. Your book of business won’t disappear the day you walk out of the office
Blasted Myths Make the most of existing clients rather than targeting prospects outside your network Take a step back in time to your first year as an insurance agent. Where did you turn when looking for quality leads to build the foundation of your agency? Chances are you went straight to your Rolodex and searched for friends and family. People you trust. Those who would vouch for you and introduce
Winning Strategies Replace the wrong things you’re doing with the right things you should be doing Left to our own devices, most of us often end up doing the wrong things. Otherwise, we’d all be super successful, healthy, happy and wise, right? These wrong things prevent us from getting optimum results, so why do we do them? Perhaps it’s because we don’t have to do the right things. After all,
