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Risk Placement Services
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Risk Placement Services
Change Insurance
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Episodes of Change Insurance
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Is it your mission to make sure everyone knows you're an insurance agent? Do you also make it a point to never be the first one to talk about insurance? Those two objectives might seem like they are at odds with each other. However, if you thi
When was the last time you addressed coverage concerns from every primary stakeholder? It's very easy to overlook, but will undoubtedly create an ultimate level of "buy-in" to close the sale. Surprisingly, the easiest way to get it is to send
You might not realize it, but it's pretty important to be aware of how many hats you wear in your agency. If you're not, it becomes that much harder to eventually get someone else to wear it. Then you find yourself stuck in an endless, lopsid
It's easy to worry about all the ways things might not work out. It's even easier to let those fears completely control all your major decisions. However, sometimes, if you just let go you might find a whole new level of freedom. You might find
What would it look like if your entire agency was just a little more focused on one thing? It's often discussed but rarely done with complete dedication and execution. Could that focus be repeated over and over again to any and all producers wh
Sometimes, it really is hard to see the forest through the trees. That couldn't be more true when evaluating your own insurance career and agency. However, there's often a strong reluctance to introduce an outside perspective. Regardless of how
If you've heard it once, you've heard it a thousand times. Insurance gets easier when you can speak the language better than the next guy. But did you ever think that fluency was more important than insurance knowledge and experience? Well, t
What would you do if your first interaction with the industry was less than welcoming? It certainly wouldn't do much to increase your chances of sticking around and figuring things out. But, if you can push past that initial discomfort, there'
No matter what, there's a good chance it was far from your first choice. However, it probably remains pretty high on the list of decisions you've made that had the greatest impact. The reality is far fewer people know this potential life-alte
It's hard to start an insurance agency from scratch, but it could be easier with a bit of help. Then the challenge becomes finding someone who is willing and able to take the leap with you. It's not always easy to put yourself out there to fin
There are a lot of ways to be good at selling insurance. There aren't many that are focused on high-quality onboarding spanning the entire first year of a policy. That might sound excessive and possibly unheard of, but magical things happen t
It's easy for a conversation about insurance to go off the rails. There aren't many opportunities to talk about it and even fewer people who understand it. That's why it's all too common to find yourself on the wrong end of an insurance thera
For the longest time, you might have thought those two ideas were mutually exclusive. That's because a lot of good personal lines agencies struggle to capture the same magic insuring businesses. It's also true commercially dominant shops disc
There's a lot to be said for just telling it like it is. Direct and informative conversations dramatically improve customer experience regardless of who or what you're talking about. It might seem like an oversimplified solution, but as rates
It's possible you've been trying to find a way into the world of trucking and transportation business for years. What if everything finally made sense, and you saw a clear path to quoting and binding consistent business? The only thing that y
It's a common story that always comes with unique challenges. But at its core, there's a limit to how long you can underserve your clients. Because even if they don't know better, you certainly do, and rate increases taste different with nowh
The reality is, it takes a while to learn everything about insurance. Even the word "everything" is usually only relative to the few lines of business you decided to sell. But once you've mastered your corner of the universe, you finally have
Taking over a successful family agency comes with plenty of challenges. The most important one at the top of the list is not screwing up the whole thing. While that might be a broad and overwhelming notion, the fear of creating that reality i
If you don't, you could end up building a business you don't want anymore. That sounds silly to say, but you don't want to underestimate the importance of a simple job description. That starts with approaching your agency's growth with a fair
No matter what, you always have accounts that deserve more attention. Most of the time, it's because standard markets don't have the time or appetite for that class of business. Often times that class is justifiably riskier and extra caution
It's the one commercial account you hate to love to write. There's a certain level of "flying by the seat of your pants" that's built into a contractor's operation guidelines. Which makes providing them insurance coverage a little more nerve-
Sometimes it's easy to miss when it's the last thing that needs to get done. Of course, no one tries to dial up the ambiguity to create a major legal liability... But, when it comes to serious, more complex claims, there is a decent chance th
It's easy to get distracted by what you think is missing from your agency. It's even easier to allow those distractions to turn into excuses that justify maintaining the status quo. When in reality, there's an entire dimension of maximization
The transition to selling more commercial accounts is often easier said than done. At some point, almost every personal lines focused agent has stated their desire to diversify their book. More often than not, the status quo prevails, and bus
If it's available why not do everything you can to take it? Maybe the only thing standing in your way is knowing what questions to ask. Most of the time, it's not even the quality of the question that is the problem; it's simply having the co
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