The THiNK Blog

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Miguel Ceron


Recent Posts

Maintaining a Client Driven Culture – Why Innovation is Crucial

Jul 28, 2016 3:00:00 PM / by Miguel Ceron posted in LOGiQ3 Culture, LOGiQ3, APEXA

Developing a Client Driven Culture is something we live and breathe. After all, it is one of the 11 Maxims that drive the way we do business.

You may remember our previous post What it means to be Client Driven, where we highlighted two very important facets of a Client Driven business; one the ability to deliver on promises and two provide a high level of service to clients. Under promise and over deliver – Customer Service 101.  However, being client-driven is more than just a process or standard service – it is a frame of mind that should be present in all aspects of your business development model, to ensure ultimate client satisfaction. 

We are living in a world where consumers are highly knowledgeable and more empowered than ever – an age where information is at our fingertips and most customers have done extensive research on their purchase options well before dealing with any sales person. This has shaped what it means to have a client driven business to include more than just follow-through on commitments and providing clients with the level of service that they (rightfully) expect. Being client-driven is about anticipating the needs of your clients and honing your product or service to meet and exceed them. Being able to provide a solution to any current or future challenges, allows you to stay ahead of the curve as your industry grows and evolves around you.

So how can you stay ahead of the curve?

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[How to] Accommodate Overflow During Times of Peak Underwriting Volume

Jun 30, 2016 2:29:07 PM / by Miguel Ceron posted in Underwriting, Industry News

Speaking to our clients on a regular basis provides me with great insight as to what trends are going on in the marketplace and more importantly, some of the challenges the industry is currently facing. One common denominator that is prevalent among many of our underwriting clients is the anticipated increase of life insurance sales, which can place a strain on back office resources and affect the desired time service levels an insurer provides to their clients.

There are a number of factors that can result in production underwriting overflow:

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How Underwriting Knowledge can Increase Insurance Sales and Build Relationships

May 19, 2016 4:45:35 PM / by Miguel Ceron posted in Underwriting, Sales

Having worked with advisors for years in a sales and relationship building role, I’m quite familiar with many of the road blocks they experience regularly in the process of properly insuring their clients. Interestingly, many of these frustrations stemmed from a lack of clarity on what information underwriters look for when underwriting a client’s file and how their clients are being evaluated. The disconnect between advisors and underwriters certainly isn’t a novelty to our industry.

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[Insurance News] Major Changes in the Insurance Landscape

May 6, 2016 2:04:36 PM / by Miguel Ceron posted in Insurance, Industry News, Life Insurance

This has been an exciting month for a couple of reasons – firstly, I joined the LOGiQ3 team as our Inside Sales Specialist and have spent this week getting to know the great group of people here. Second, there have been some exciting things going on in the insurance industry which will broaden the value offering clients have access to and also drive a more customer-centric industry. Check out a few of the major announcements that have been made below:  

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