Determining client ROI includes being mindful of business you’re missing out on because you won’t get rid of the devil you know. How do you know it’s time to let a client go? HOW YOU KNOW IT’S TIME TO FIRE A CLIENT Bad clients exist, and sometimes they just need to be let go By Michael Wayne My insurance career has made me privy to many truths. Here are three
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RISK CHAMPIONS Top 5 tips for developing allies to support your clients’ risk objectives By Michael Wayne Not everything is insurable. Of course, not everyone understands that, and in times of great distress there is always a rush to hold someone responsible. Typically, this results in time- and money-consuming finger pointing. To lessen the aftershocks of insurable events and those more akin to COVID-19, continuity plans have to be put
Last year was one of intense adaptation. This year will likely see that continue, but it is also beyond time for us to fine tune. That includes best practices for virtual presentations. TOP 5 VIRTUAL MEETING TIPS With virtual meetings more prevalent than ever, you need to maximize user experience By Michael Wayne Just prior to the start of the new year, a friend of mine and I were discussing
What are you doing to ensure your clients don’t run afoul of OSHA? If you haven’t instilled reminders in the past and made sure proper protocols were being followed, now’s the time. Top 5 OSHA Requirements Employers Should Remember How agents and brokers can help protect clients and their employees By Michael Wayne Welcome to 2021. As vaccines continue to be administered across the nation to combat the effects of
Issues that arise with clients and prospects regarding inexperienced producers often are the result of assumptions. How can we help avoid these issues and ensure producers are properly prepared? FIVE LESSONS FOR TRAINING UP-AND-COMING PRODUCERS Throwing them to the wolves and having them try to find their way out is probably not the best approach By Michael Wayne Over the course of 2020, we have overcome logistical challenges of all
