DO YOU MEET OR EXCEED YOUR CLIENTS’ EXPECTATIONS? If you think you do, can you name the specifics? [Y]ou must get clarity about what’s most important to the client and also be in alignment with the desired results. By Brent Kelly “We exceed your expectations” is a promotional tagline that countless companies and individuals have spouted for years. While it may sound nice, it’s cliché to the
Management
TREATING THE NEW CUSTOMER RIGHT 10 things to keep in mind There is an old saying in insurance that good customer service equals good E&O loss control. By Paul Martin, CPCU Account managers are accustomed to handling a lot of renewals. They follow families as they grow and change, adjusting coverages over the years. However, when a new customer comes along, the agent is faced with many unknowns that can
LIGHTNING IN A BOTTLE Identifying “that certain something” that predicts success Creating a strategy and environment for seeking out and then nurturing and developing the best account managers will
UNLOCKING THE POWER OF OSHA RECORDS Ten ways to enhance workplace safety and lower insurance costs Leveraging OSHA records is a powerful strategy for enhancing
CHECK YOUR EGO AT THE DOOR! 5 steps that will positively impact your personal brand, your relationships, and your business It has been predicted that half the industry’s workforce will
