The THiNK Blog

grab a coffee and give yourself the freedom to read


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.

Read More

Providing the Best Customer Service Begins with "Think Like a Customer"

Nov 21, 2012 2:00:00 PM / by Kathleen Kelly posted in LOGiQ3 Culture, Thought Leadership, Sales

Wikipedia will tell you customer service “is the provision of service to customers before, during and after a purchase." According to Turban et al. (2002), "Customer service is a series of activities designed to enhance the level of customer satisfaction – that is, the feeling that a product or service has met the customer expectation."  It can be an over-used phrase which often lacks substance. 

Read More