If you’re a brokerage principal or a commercial lines manager, you know that changing processes to improve productivity can lead to reduced morale. It’s a double-edged sword that we see repeatedly; improved workflows and processes means change management, and it’s often not easy.Read More
We’ve all been one—a casualty of poor customer experience.
In a previous blog, I discussed the nature of insurance in terms of how well consumers are able to evaluate the service provided by brokers.
Insurance, especially the more complex commercial environment, is not easy to evaluate. Unless a business owner has a background in commercial insurance, they have no way of telling how well their broker is doing their job. They have to go on good faith, or trust.Read More
It’s already the end of the first quarter of 2018, let’s take a moment to reflect on our insurance New Year’s Resolutions.
What? You don’t have any? No problem! Here’s a few you’ve probably considered, so here it goes...Read More
There are many ways to grow your commercial book of business. Which strategies you choose can depend on the location of your brokerage, resources on-hand like as qualified staff and budgeting. Whether you have or don’t have a growth strategy in place, here are three ways to complement your list.Read More
I recently visited a brokerage client, one you would call small to mid-sized. One of the primary commercial account executives talked about the frustration of working on ‘waste of time’ activities like generating certificates or processing endorsements for small accounts that really didn’t generate a lot of revenue.Read More