Mentoring New Producers

My first insurance sale involved an industrial company. The owner, Bill, was unhappy with his current agent and wanted to move in a different direction. I put together a polished proposal and sent the PDF document to Kinkos to get that extra thick stock and even paid for it out of my own pocket. On … Read more

Customer Service Grit

It is hard work to delightfully interact with insured’s and brokers every day, call after call, minute after minute.  But it got me thinking of a book I read years ago, and I wanted to share a little story about my history in the customer service world. The book is well known – “Outliers” by … Read more

Profiles in Risk – E59: Thomas Accardo of BrokerLift – “Disintermediate Yourself”

Subscribe at: Stitcher iTunes Buzzsprout RSS “Good ideas come from being disconnected” – Thomas Accardo In this episode of Profiles in Risk, I spoke with Thomas Accardo of BrokerLift. BrokerLift helps brokers & agents digitize their products and services, creating a full eCommerce platform so that brokers don’t have to become software developers. Like our … Read more

Profiles in Risk – E58: Karn Saroya of Cover – “Insurance Companies are Glaciers Carved by Rivers of Money”

Subscribe at: Stitcher iTunes Buzzsprout RSS In this episode of Profiles in Risk, I spoke with Karn Saroya, Co-Founder and CEO of Cover, an insurtech company whose primary product is a mobile app in which you can take a photo of a personal belonging, submit it to Cover, and Cover will find a market for that item. … Read more