The Power of Three in Client Service

To provide the best service to insurance clients, three factors must fall into place. They are:

  • Expertise: the consultant/broker must know the product and the marketplace inside out.
  • Independence: the consultant/broker must be free to choose the company and product most appropriate for the client.
  • Standards: the broker/consultant must focus his or her sales and service completely on keeping the client satisfied.

Easier said than done? Of course. It takes effort to design and manage an insurance consulting and brokerage practice along all three parameters. You have to specialize. You have to make all compensation deals from agencies and carriers secondary to the client’s interest.

And you have to basically invest in your client – allocate the time and resources necessary to earn their trust and respect, and cultivate a strong desire to do business with you.
That is the key to keeping Insurance consumers happy!

Our friend and colleague George Bailey runs a radio show that is committed to financial education for children. This is a truly noble mission because nothing is more important than giving the next generation the proper values and mindset for financial success.

George was kind enough to interview me recently. We talked about my own childhood and career, and the message I would like to send to upcoming consumers of financial products. He conducted a very professional interview, and we both enjoyed it immensely. I think you will too. Here’s the link:


Want to learn more?
Read my free guide, How To Get Great Life Insurance Rates and learn how you can get life insurance companies to compete for your business, at no risk or extra cost.