Rounding Up: Overcoming the Service Team’s Objections About Account Rounding
Here are three common objections from service teams about cross-selling and how to get team buy-in and enthusiasm.
Here are three common objections from service teams about cross-selling and how to get team buy-in and enthusiasm.
Emily McGinn is general manager of the MGA and wholesale business unit at Vertafore, overseeing product development, professional services and customer service.
In a relationship-driven industry, technology’s greatest value lies in giving people more time to do what only they can: advise, connect and build trust.
Here’s what clients value most from their insurance agents, according to a ClientCircle study.
“We need to encourage other young professionals to get into the industry and understand that it has a lot of opportunities,” says young agent Lucas Anderson. “I had the privilege of being born into it, there are a lot of people who fall backwards into it, but we need to turn it into an industry…
“Previous generations bring vast amounts of knowledge and experience and new generations have great new ideas, new life and new outlooks,” says young agent Brooke Stout. “There are many ways to integrate the old ways with the new ways and make the best workflows possible.”
As wildfires, tornadoes and floods continue to disrupt the lives of millions across the U.S., our industry must face a hard truth: The current insurance purchasing journey often fails both consumers and the agents trying to serve them.
Ashley Stafford, insurance advisor at Williams Insurance Agency in Rehoboth Beach, Delaware, always strives to “turn challenges into opportunities and prioritize exceptional customer service,” she says.