Accident and health
Trade credit & political risk
Companies operate in a constantly changing environment. And almost every change can become an opportunity to discuss risk management and insurance needs. The key is to focus on what customers and their organizations are experiencing.
Traditional approaches to building business relationships may be wearing thin. Consider taking a fresh look at how you connect with your...
How you address and react to professional mistakes can have a major impact in your relationships with customers
April 5, 2017 | Broker resources
Six cost factors to consider when pursuing a new business client
Price isn’t the only criterion customers use to evaluate the cost of doing business with you. Does your value equal or exceed that cost?
March 14, 2017 | Broker resources
Win or lose, always ask for referrals
Requesting a referral for new business prospects with existing and prospective customers can deliver key sales opportunities.
February 2, 2017 | Broker resources
Making a good impression makes good business sense
Any and all contacts with a current or prospective customer should be treated as a valuable business opportunity that can either enhance or...
January 9, 2017 | Broker resources
Bank on it: Financial statements can give brokers an edge
Knowing how to interpret a financial statement can give you valuable information about a company’s insurance and risk management needs.
December 7, 2016 | Broker resources
It can be a mistake to assume you know who is making the final decision on important buying matters. Further investigation is often...
November 1, 2016 | Broker resources
Employee absence is an ongoing challenge for organizations of all sizes. When workers are absent, productivity can be compromised, customer...
September 2, 2016 | Broker resources
Expansion via the web
Expansion via the web offers opportunities to grow your accounts.
August 10, 2016 | Broker resources
Expansion into new markets
Expansion into new markets offers opportunities to grow your accounts.