CFG Merchant Solutions’ Post

Watch to learn more about the CFGMS Underwriter Academy!

It's that time of year again! 🎉 This week, we welcomed employees from across the country to our Home Office for the PHLY Fundamentals Program. 🙌 This annual program helps associates and trainees from Marketing, Underwriting, and Risk Management hit the ground running with various activities that deepen their understanding of PHLY and the #insuranceindustry. Looking for a #career that invests in your growth? Check out our opportunities and see how we can help you build your future: bit.ly/PHLYCareers 💼 #TEAMPHLY #insurance #insurancecareers

#21stExam - Next week I sit for my 21st Financial, Insurance, and Risk Management related Exam. This is the 2nd of 5 Institutes required to obtain the CRM Designation. This step requires Four Days of Instruction, 300 Pages of Text, and a Proctored 2 Hour Written Exam. As you may know the minimum entry point to do what I do is ONE License / ONE exam after only 40 Hours of study. So why after obtaining a Bachelors in Economics and satisfying the minimum Licensing Requirement would one choose to do this? Why after +40,000 hours in this profession already (when they always talk of surpassing 10,000 hours) would one do this? Especially when they already own and run an Agency? YOU. Whether a Client, a Teammate, a Referral Source, an Underwriter, etc. I do this to be better than most, more knowledgeable than most, and more capable than most in my field of choice, for YOU. #HEMLOCKstrong #StudentoftheGame #CPRM #LifeLongLearning #HemlockIsHere #Hemlock #HemlockInsurance #NationalAlliance

100 years of CLU! Are you looking to increase your knowledge and credibility in the financial services industry? The CLU may be for you. The first course is currently 25% off. Plus, it's an approved designation for use of the Financial Planner title in Ontario! #CLU #Advocis #CharteredLifeUnderwriter #CE #ProfessionalDevelopment #TitleProtection #FinancialPlanner

Advisors who can demonstrate competence and professionalism, offering people financial security, are adding value in a time of need.

Today is the first day for us as proud Headline Sponsors at the #ISBAConference2024 held at the ICC Wales. Our team of School Insurance specialists are on stand 107 ready to answer your insurance and risk management concerns and queries. Don't miss this opportunity to learn about our comprehensive insurance solutions designed specifically for independent schools. Come and visit us on STAND 107. Independent Schools' Bursars Association #AssuredPartners #AssuredPartnersHettleAndrews #HettleAndrews #AssuredPartnersUK #InsuranceBrokerUK #InsuranceBrokers #InsuranceBrokerBirmingham #PowerThroughPartnership #InsuranceSolutions

As you transition from student to dentist, reviewing your risk management strategies should be on the top of your to-do list. Discover how we can help: https://hubs.ly/Q02F7t8m0 #StudentDentist #DentistInTraining #Insurance #RiskManagement

A Chartered Life Underwriter® offers specialized skills in insurance, estate planning, and risk management for financial planning. Working with a CLU® provides tailored strategies to protect assets, plan for the future, and minimize risks, ensuring a solid financial roadmap aligned with your goals. Reach out today to get in contact with one of the talented CLU®s on our team. #CLU #CharteredLifeUnderwriter #FinancialPlanning #ComprehensivePlanning

Canadian P&C brokerages that operate across provinces have a tremendous overhead when it comes to managing licenses and continuing education (CE) credits. It is really hard to manage the varying CE requirements and renewal dates as every province is different. You can put the burden on your brokers to ensure they are following the right process and storing all the certificates in a shared drive. However, it far better to have a solid process so there is no chance of slippage. Anyone looking for a solid solution should check out www.Riskwell.info We are using this solution and it was a game changer.

What if another designation wasn't the answer to writing more new business...? I failed my first CIC exam... 🤦🏼♂️ The course was on Cape Code in August... ☀️ Ultimately I passed the next 5 exams and got my CIC. Officially a coverage geek 🤓 My assumption... Prospects would just be drooling on themselves to work with my know that I had all this knowledge. 🤔 hmmm... that just wasn't the case... damn... what the hell do I do know... Now did the CIC process help me become a better broker and risk manager... 100 percent 💯 ☝🏼But it didn't help the prospect solve their premium problem. The prospect didn't give a sh*t that I had CLCS and CIC after my name... 🤦🏼♂️ I could have added ABC...XYZ...123... and they wouldn't have asked or cared... They expected that I knew the coverage and that if they had a claim it was covered. ☝🏼 However...it still always came back to... how can you help me manage my premium??? As a broker there are two parts to you role... 1️⃣ Sales and new business 2️⃣ Risk manager and coverage expert How much more new business could you write if you focused on solving the prospects premium problem rather than adding another designation? The BOR Accelerator is designed to help producers simply, quickly, and easily help the prospect solve the premium problem w/out selling on price. DM me BOR to see if you are a fit for The BOR Accelerator. #insurance #commercialinsurance #producers #newbusiness #quoteless #BOR