Keyword
Client relationship
When can a broker fire a client?
April 13, 2022 by Alyssa DiSabatinoOn top of selling insurance, brokers are also tasked with managing client relationships. But what happens when a client doesn’t mesh with their broker? “Sometimes it just doesn’t work out,” says Jack Mazakian, vice president of Advocis Broker Services. “You’re…
Trusted Advisor survey calls for more proactive broker contact
October 5, 2021 Jeff BucksteinBrokers need to be more proactive in reaching out to their business and consumer clients, according to the Canadian Underwriter Trusted Advisor 2021 survey. Only 36% of business respondents — and a considerably smaller proportion of consumers (26%) — said…
Lessons learned in a year when strategy changed on the fly
July 16, 2021 by Adam MalikUnderstanding the relationship between your in-person and online communities is a lesson that one brokerage is taking away after 16 months of change when it comes to marketing and attracting new clients. COVID-19 was declared a global pandemic on March…
Do webinars have a future, post-pandemic?
July 14, 2021 by Adam MalikWebinars are here to stay, says a brokerage executive. Many organizations turned to webinars following the onset of the global COVID-19 pandemic in March 2020. It was a way to connect, share information, and maintain a foothold in providing expert…
Why brokers’ virtual meetings will survive the pandemic
July 8, 2021 by Adam MalikVirtual meetings during the pandemic have allowed brokers to conduct more structured client meetings with a sharper focus, according to an expert from Aon. Sixteeen months ago, at the onset of the global pandemic, video meetings produced some confusion because…
Experts want you to change cyber convos. Here’s how
June 10, 2021 by Adam MalikBrokers and insurers need to change the way they speak to clients about cyber coverage and the types of products that are available, a cyber expert recently advised. Selling full-suite, one-size-fits-all cyber policies that don’t actually fit a client’s profile…
Opinion: Why you should pursue subrogation more often
January 7, 2021 Wilfred Tioh, SIAdvisers Consulting & SolutionsThe most lucrative opportunities are often hidden in plain sight, and that is true of subrogation. Subrogation has long been overlooked as an opportunity for insurers to generate a lucrative revenue stream and improve long-term business. A detailed investigation for first-party…