Client success story: creating value for our clients’ clients

When Kai called The Shepherd Group wishing to avoid an additional expense on her monthly premium, she didn’t know she would end up increasing the value of her business.As a busy professional, Kai was focused on paying her renewal fees without necessarily delving into her policy details. It was just not something her schedule would allow. TSG’s ethos revolves around service and we were eager to do the legwork for her.Upon reviewing her policy details and coverages, TSG put Kai in the know about the details of the extra coverage she was getting for that price. The additional cost would ensure her rates would be protected from increase in the event of an at fault accident for the next six years. In meeting with Kai at our offices, she remarked that she truly grasped the impact of having that extra coverage after her conversations with TSG.Given that she doesn’t have time to verify every detail about her policies, we also encouraged Kai to address any insurance questions to us at any time because our goal is to make our clients’ lives easier. What’s more, she can seek our guidance for her clients’ insurance inquiries.This way, we’re creating value for our clients’ businesses because they now have more options to offer their clients. As we can see, meeting client needs goes beyond ensuring their policies respond to the risks in their lives. Sometimes, it means strengthening their very foundations in life and business and enhancing their livelihoods.How are you putting your clients in the know? Comment below or tweet us @TheShepherdGroup