The best part about insurance is that everyone needs it. The worst part about insurance is that we end up working with different types of people. We couple this with the fact that insurance is generally a subject most people do not want to deal with and it can make for some difficult situations. For […]
Overview: SFM (Smith-Feike-Minton, Inc.) is an independent insurance agency in Ohio with nineteen employees, committed to securing personalized risk management solutions. The company started over 130 years ago with a farm policy and continued to grow over the years through several purchases, mergers and name changes. Today they have expanded to five locations and are […]
The last couple of weeks we have talked about an onboarding process as well as what to put into a welcome kit. Most people agree that having a series of emails and/or text messages makes a lot of sense after a sale. The two that people question the most are the aforementioned welcome kit and […]
Change – the 5 letter word that should be a four letter word in most agencies. Change can send the toughest account manager in a tizzy before you even get the words out. As an industry our job is to minimize risk. When change enters the picture most team members go right to the worst […]
There is no argument that increasing coverage and account rounding clients is an excellent way to both grow the agency and boost your retention rates. However, we have found many agencies struggle with cracking open clients that just want to get off the phone. While we know in our heart we can better insure the […]
One of my favorite things to help clients with as part of their New Client Onboarding Process is the Welcome Kit. The overall process can include really cool automation and new technology. The Welcome Kit aims to bring people back to a time when getting an unexpected package or envelope in the mail brought out […]
