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[20 Mar] Dealing With the 4 Key Customer Types In Insurance

The very thing I love about insurance is also the thing that drives me nuts. Not everyone wants to buy or be serviced like I do. Since everyone who drives or has a home needs insurance this means that we all need to brush up our skills on how to win friends and influence people […]

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[18 Mar] Boosting The Insurance Client Experience With APP: The Results for FDA Services, Inc. of Florida

Overview: FDA Services, Inc., a subsidiary of the Florida Dental Association, was formed in 1989 in response to rising medical malpractice premiums in the 1980’s. Their mission is “to provide quality insurance plans and other membership benefit programs combined with exceptional customer service at competitive prices to Florida’s health care providers and small business owners […]

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[13 Mar] Consistency Is the Key to Change

Many agencies I work with struggle with change.  A lot of this is human nature where we like things the way they are (get into a rut) and our fear of the unknown prevents us from taking strides to better position ourselves. Almost counter-intuitively, one of the reasons why I see change so hard to […]

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[06 Mar] How Is Your Vision?

How is your vision?  Do you ever feel like you’re running fast and hard, yet you’re not clear on where the finish line is?  Does your team have a clear vision of what their personal as well as overall agency success looks like?  A clear vision of success will help your team know where you […]

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[24 Feb] Top 9 Things I Hear In Insurance Agencies That Make Me Cringe

Working with so many insurance agencies across the United States and Canada provides the opportunity for me to learn about a variety of really positive ways agencies are growing their businesses and servicing their clients.  Part of our agency assessment is spending time in one-on-one discussions with the team and observing their regular routine.  It […]

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