Everest’s Post

As a sales specialist in the insurance industry, we know it's a busy time of year reviewing accounts and renewals. This blog post provides some approaches and best practices for discussing rate increases and being that trusted advisor and focusing on the value you/your organization bring.

🌟 Triumphs and Victories: A Week of Remarkable Success 🌟 The Challenge: When Sarah, a Weichert sales associate, referred her neighbor for a policy review, it presented an interesting challenge. 🤝 The neighbor was already insured but sought a more comprehensive coverage plan tailored to his unique needs. The Approach: Enter Frank, our dedicated insurance agent, who went above and beyond. Instead of merely presenting the cheapest package, Frank met with the customer in person, taking the time to understand his specific requirements. 💼 The Solution: Frank's expertise led him to recommend a comprehensive package that included Sinkhole Coverage, Water Back-Up Coverage, and top-tier Auto Coverages. It was priced $1,000 higher than the customer's previous policy, but the level of coverage it offered was unmatched. 💡 The Result: Sarah's neighbor wasn't just satisfied; he was genuinely impressed by the quality of the portfolio Frank had recommended. He enthusiastically accepted the new policy package and is now considering quoting his investment properties through Weichert Insurance Agency. 🏘 This success story underscores the power of personal referrals and the significance of prioritizing quality over price. 🎯 Frank's approach brilliantly demonstrates that understanding customer needs and providing tailored solutions can win business, even when it's not the cheapest option. Way to go, Frank! 🍾 Your dedication to comprehending customer needs and offering top-notch solutions exemplifies Weichert Insurance Agency's unwavering commitment to excellence. 🏆 #TriumphsAndVictories #ExceptionalService #CustomerSuccessStory #referralbusiness #Weichert #weichertrealtors #weichertinsurance #weichertinsuranceagency #AUOR

And just like that it's nearly been a month at Reason Global Insurance! I'm really enjoying the opportunity to apply my knowledge of the moving industry to the world of insurance, and I'm learning something new every day. If you're interested in learning more about my experience and meeting the other new team members Graeme & Rebecca, you can check out the article by clicking on the link. Make sure to follow Reason Global's page to stay up-to-date on all the latest news about moving and storage insurance. #NewTeam #Insurance #movingandstorage #ReasonGlobal 

Explore the two main categories of insurance: claims-made and occurrence-based. Our TL team leader, Emily Maier, discusses the implications of these categories on the type of Reps & Warranties insurance to purchase for an M&A deal, and the importance of the underwriter understanding the buyer's approach in different scenarios.

Explore the two main categories of insurance: claims-made and occurrence-based. Our TL team leader, Emily Maier, discusses the implications of these categories on the type of Reps & Warranties insurance to purchase for an M&A deal, and the importance of the underwriter understanding the buyer's approach in different scenarios.

🌂 Exciting News Alert! 🌂 Get ready, because our brand-new blog is set to launch on January 15, 2024, and it's all about mastering the art of selling Umbrella Insurance! ☔💼 Join us for a deep dive into "How to Sell Umbrella Insurance: Scripts, Objections, and the Close" 📖, where we'll equip you with the skills and knowledge needed to become a sales superstar in the world of insurance. In this blog, you can expect to find: ✅ Proven scripts to make your conversations with clients smooth and effective. ✅ Expert strategies to overcome objections with confidence. ✅ Tips for sealing the deal with the perfect close. Whether you're a seasoned pro or just starting out in the industry, our blog will be your go-to resource for honing your umbrella insurance sales skills. Don't miss out! 🚀 Stay tuned for the big reveal on 1.15.24 and let's make 2024 the year of successful insurance sales! 💪 #UmbrellaInsurance #InsuranceSales #NewBlog #ComingSoon

🌂 Exciting News Alert! 🌂 Get ready, because our brand-new blog is set to launch on January 15, 2024, and it's all about mastering the art of selling Umbrella Insurance! ☔💼 Join us for a deep dive into "How to Sell Umbrella Insurance: Scripts, Objections, and the Close" 📖, where we'll equip you with the skills and knowledge needed to become a sales superstar in the world of insurance. In this blog, you can expect to find: ✅ Proven scripts to make your conversations with clients smooth and effective. ✅ Expert strategies to overcome objections with confidence. ✅ Tips for sealing the deal with the perfect close. Whether you're a seasoned pro or just starting out in the industry, our blog will be your go-to resource for honing your umbrella insurance sales skills. Don't miss out! 🚀 Stay tuned for the big reveal on 1.15.24 and let's make 2024 the year of successful insurance sales! 💪 #UmbrellaInsurance #InsuranceSales #NewBlog #ComingSoon

*Let's talk about insurance Claims* Sometimes insurance companies can be difficult to deal with. They hide behind small print and make decisions relating to a claim that seem to make no sense to me, with 20+ years experience, let alone to a layperson. I'm currently dealing with a claim for a client who had a professional valuation of a property from a RICS surveyor prior to purchasing it. 8 weeks later and they suffered a major loss. However, the insurer is trying to apply the average clause and reduce their claim settlement. Disgusting behaviour in my opinion and I will provide more information on this once we have a satisfactory conclusion. We will not be backing down! On the flip side, most of the insurers we use provide an exceptional level of service. Credit where it is due to GrovesJohnWestrup Private Clients. A client had his Patek Philippe watch stolen whilst away on holiday. Loss reported to the insurer An MS Teams call held between the client and loss adjuster Paperwork proving ownership supplied by the client BACS payment approved Great service and fantastic attitude by the claims team at GJW. Our job is not to sell insurance. As a broker, it is our job to support clients when things don't go to plan. #brokersarebetter #HNW

One of the coolest things about this post from Tony Stephens is that he and Brenda Hammond live about 600 miles away from each other, and to our knowledge, they've never met in person. That's because Tony works remotely from his home in Virginia, while Brenda works from one of our offices in Georgia. Does that stop them from developing strong bonds as a team? NO! Does it prevent them from serving their clients with passion? NO! Should where you live dictate where you can work? WE DON'T THINK SO. At SSI, for the majority of our positions, we don't think so. If the insurance agency where you work doesn't offer a remote option, maybe it's time we meet and have a conversation about what your future could look like. #remotework #workfromhome #insurance #thrivewithssi

Last time, I introduced you to two pivotal Claim Assist Solutions leaders, Luke Harris, and Melanie Bailey. This time, I’d like to introduce two dynamic Allcat Claims Service leaders, Joe Louwagie and Greg Fleming. I’ve worked with both during my insurance career and when it came time to reshape the Allcat property and auto desk adjuster teams, I immediately thought of them. Both gentlemen joined Allcat within the last year and have made an immediate impact. While they approach challenges differently, the results are always the same – successful. Joe’s expertise lies in operational efficiency. He’s built an incredible track record of vastly improving several departments to achieve greater results. His passion and drive to improve not only the business, but people, is what drove him to become an adjunct professor and teach courses such as “Strategic Management and Executive Leadership” for an MBA program. He dives right into challenges and quickly rewards his team for successes. Besides his insurance claims experience, Greg also has expertise in change management, account management, sales, contact center operations and customer satisfaction. This last one is key – I call Greg “coach” because his motivational talks always inspire his team to strive higher than before. He’s a transformational leader with a track record of process improvement and building high performing teams that drive strong business results. When he’s not at work, the coach is, of course, coaching his son from the sidelines or beating everyone at a game of golf. Late last year, Joe and Greg came together to review their teams’ results and discuss how they could make one of our core values – EVERYONE deserves the best service – come alive for employees. Whether it’s a customer, vendor, or fellow employee, we expect our adjusters to live this core value, which in turn, leads to high-quality claim handling. These two jumped right in to create a program, Making the Grade, which focuses on results in several categories that are service related and reward adjusters who achieve top results. Of course, with these two at the helm, we’ve seen outstanding results for our clients. Both are making the rounds at various conferences this spring, so be sure grab time with them to learn more about how they’ve dived into challenges from their unique viewpoints and created winning teams. Thanks, Joe, and Greg, for everything you do to make Allcat, and in turn, Claim Assist Solutions, successful – we’re so glad to have you on the team! #toptalents #differencemakers #insuranceclaims