Insurance brokers are like explorers – they shine a light of insight into the unknown areas of life. (more…)
Client success story: shining a light on the unknown
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How to make sales: take advantage of the network you already have
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Sometimes when we’re making sales, we think that we have to go to the end of the earth to find prospects. But why do we feel that need when there are people all around us...
Client success story: the power of persistence
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One huge upside of our work is that we learn so much as we create solutions for customers. (more…)
Client success story: don’t let the rules prevent you from meeting customer needs
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The power of flexibility in meeting customer needs cannot be overstated. Sometimes, serving customers requires us to go beyond the rule book. This is how we did it. (more…)
Where there’s a will, there’s a way: persist until you meet a customer’s needs
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Tricia has a mortgage and she wants to make sure her family’s needs are being met as they carry their financial obligations. (more…)
Client success story: Creating solutions for customers is all about doing your homework
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Creating solutions for customers is all about doing your homework. (more…)
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