Tom Cook’s Post

Good presentation

EZLynx helps you manage your commercial book of business. We have the entire Acord library, a submission center, and even a market appetite tool built right into the platform. When you are ready to present to your clients, proposals are easy to prepare and present. #insurance #commerciallines #digitialtransformation #ratingengine

A word about Professionalism: Its the do not the who... In a business world focused on relaxed attire and conditional attitudes, professionalism shines through. It's about prioritizing others' needs over meeting quotas, reacting to urgency, and delivering quality without compromising trust. Whether in jeans, polos, or Brooks Brothers suits, a professional stands out by their demeanor and ability to connect on a personal level. When engaging in a sales scenario, look beyond appearances. Evaluate track records, ask questions, and listen to stories that align with your values. Genuine experiences speak louder than rehearsed sales pitches. A true professional adapts to your mood, urgency, and information needs, making interactions a delight. Joe Rogan, Vice President at Harvest Cloud Cafe, embodies professionalism and delivering value with each interaction. Reach out at 617-571-1294 or [email protected] to experience professionalism at its finest. Learn more at www.harvestcloudcafe.com.

Mutuals 1.0: products and memberships All but the largest mutuals and friendly societies ("mutuals") have a limited protection product range. This means some are sub-scale, needing to write more business to ensure their long-term future. Mutuals have a range of membership offerings. This article examines the pattern over time of traditional memberships, supported by branches and (often) face-to-face meetings. Future articles will look at Protection 2.0 (what menu providers do today) and Protection 3.0 (a possible future to improve ongoing customer engagement). https://lnkd.in/e7GcUE7i

Having clients is crucial for financial advisors and life insurance agents. In the MDRT Blog, find out how you create happy clients and more referrals at the same time at https://bit.ly/43zJ4FR.

🌟 Celebrating a Major Milestone! 95 NPS🌟 I'm beyond thrilled to share some fantastic news with our LinkedIn community! Our incredible team Connor Insurance Agency, Incorporated has achieved an outstanding 95 NPS (Net Promoter Score) – our highest rating in years! This remarkable score places us among the top 16 users globally and top 3 of participating Vertafore users. It's an incredible accomplishment that highlights the dedication and hard work our team puts into delivering high-quality service every day. 💪 While we know NPS is just one of many metrics (some are not a fan), it's a significant indicator for us, closely linked to retention and a key component of our weekly KPIs. This achievement is a testament to the strength of our partnerships, especially with the ClientCircle team and Vertafore. Their seamless #integrations have empowered us, allowing even lower-staffed agencies to utilize their data in meaningful ways without the need for extensive manpower. A huge thank you to everyone involved! Your efforts and collaboration have made this possible, and I couldn't be prouder of what we've accomplished together. This is just one of many milestones, and I can't wait to see where our journey takes us next! Here's to continued growth, innovation, and success! 🚀 #TeamSuccess #HighQualityService #NPS #ClientCircle #Vertafore #TopThree #ProudMoment #Thankful #Partnerships #Innovation #Retention #KPI #Milestones #LinkedInCommunity

Nurture your book of business and reduce client churn with these 4 tips: https://innmb.com/47Z9SzS

It is exceedingly important to ensure that the definition of professional services matches as closely as possible with the services that are actually provided by the policy holder. Here's why. Click below to read more and learn from our industry experts like Larry Goanos, EVP, Professional Lines, Amwins Brokerage, and stay up to date on trends within the marketplace. https://hubs.li/Q02sh1SM0 #ProfessionaLines #WeHelpYouWin #Amwins

Mastering Hard Markets: This article sheds light on crucial strategies for independent agents in personal lines. Discover proactive approaches to build resilient carrier relationships, diversify product offerings, and communicate effectively with clients amidst challenging market dynamics. Explore the insights here! #InsuranceStrategies #MarketResilience #IndependentAgents https://hubs.li/Q02dkPwP0

People are finding out how good we actually are! "It’s no wonder they won ‘Insurance Advisor of the Year 2024’!" - this comment from our most recent TrustPilot Review, which they also took the time to add to Google Reviews. Thanks to Jade for this amazing testimonial for us. It sums up exactly what we provide for all our enquiries and clients. It shows that recognition some awards can make a real difference to your business. #customerreviews #clienttestimonial #familyinsurance #advisoroftheyear #lifeinsurance