Recent Blog Posts

Category: Risk Management

Selling for and Against PEOs and Payroll Companies

June 28, 2024

The landscape of commercial insurance is evolving, and one area that has garnered significant interest is the utilization of Professional Employer Organizations (PEOs) and payroll

Selling for and Against PEOs and Payroll Companies

June 28, 2024

The landscape of commercial insurance is evolving, and one area that has garnered significant interest is the utilization of Professional Employer Organizations (PEOs) and payroll companies. These entities offer different approaches to handling HR, payroll, and compliance tasks, which can significantly impact how businesses manage their insurance needs. In this

Building and Leveraging Referral Networks for Insurance Producers

June 26, 2024

Building and Leveraging Referral Networks for Insurance Producers Introduction In the competitive world of commercial insurance, building and leveraging referral networks can be a game-changer for producers. However, many new producers fail to invest in these networks early in their careers, often due to feelings of imposter syndrome or discomfort in

The Insurance Certificate Hack for Winning Prospects

April 3, 2024

I am back in the saddle now that I’m off the road, and this content is going to come to you fast and furious. Today I’m going to share with you one of the easiest hacks that I have that you can use to drive a wedge with a prospect,

5 Ways to Get in Front of Your Ideal Prospect

March 29, 2024

5 Ways to Get in Front of Your Ideal Prospect In the world of sales and business development, finding innovative ways to connect with your ideal prospects can often mean the difference between mediocrity and monumental success. It has been a long time since I’ve written a blog like this,

Employment Practices Liability Insurance matters for your business

June 14, 2023

When it comes to insurance coverage, many business owners overlook the importance of third-party EPLI (Employment Practices Liability Insurance). In this blog post, we will explore the significance of this type of coverage and share real-life examples that highlight its value. Understanding the role of third-party EPLI is crucial for

Ladies and Gentlemen Serving Ladies and Gentlemen – The Ritz Carlton Tiburon

March 24, 2023

We all have choices, as do our clients and prospects. Having deep roots in customer service, I am still a student of the game at fifty years old. One of the finer things I have come to appreciate as I have gotten older is the difference between staying at a