As brokers, we are responsible for providing customers with accurate information. And to give accurate information, we need to receive accurate information. This means asking customers and prospects the right questions to get access to...
How full disclosure helps everybody win
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Do not forget face to face customer interaction in the digital era
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Steven and Diane are an older couple. Older customers sometimes have a challenge dealing with electronic devices and documents, but Steven and Diane were content to receive their renewal documents over email. (more…)
Stressed customers: client success story
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Stressed customers usually aren’t thinking about insurance. (more…)
Treat your coworkers as customers
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In our business, customer service is sacrosanct and we see tremendous results when we channel every ounce of our efforts into serving customers. What if we extended this thinking to our co-workers? (more…)
Listening is the first step to lasting customer success
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Listening is the most important thing in the world. Especially when it comes to meeting customer needs. (more…)
Understand your core customer
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To be successful in business, you must have a precise picture of your core customer. (more…)
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