McKinsey Report

Please take a moment to verse yourself on The McKinsey Report.  This report has created a lot of chatter within the carrier ranks.  While we do not agree with all of their conclusions, we do feel the analysis is sound.

 

http://files.clickdimensions.com/siaa4unet-a3w9p/documents/matt%20masiello/futureagents_v_finalmckinsey.pdf?_cldee=cGllcmNlcEBwb3dlcnNncm91cGluYy5jb20%3d

More To Explore

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Retain Customers with a Client Onboarding Process

Congratulations on Your New SALE! It becomes so easy as an Agency Owner, just to worry about SELLING! After all isn’t that what it’s all about? It was a rhetorical question and just, so we are clear, the answer is…a resounding NO! You certainly need to be able to sell but do so by creating a value-based proposition and tying in a unique Client experience, this has never been as true and relevant as it is today, especially now in this digital based consumer market we live in. The question becomes, “How can you set your agency, your website and

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The Importance of a Solid Claims Process

Insurance isn’t just all about the SALE! It is however all about relationships and a client’s claim experience will create a long-lasting impact and impression of that relationship, either as a positive or as a… I will probably be looking for another agency soon. This is truly where the rubber hits the road and it is vital your agency has a game plan and a consistent and methodical approach! Keep in mind that any issues that arise during a claim’s experience can leave your clients with a bad opinion of you and your agency! Even if you have no control