Tag Archive for: Brokers
As an insurance broker, your role is to understand my insurance needs and find the best match to the market to meet those needs. Given there are so many direct providers, onli… Read more
How to use Trust DNA™ for Business Development
/in Embedded Trust /by Dr Mark Hollyoake
Like our personal world, business to business can also be surrounded by fake news, false claims, unethical behaviours and self interest. Never has there bee… Read more
Business Development Managers (BDM) & the Underwriter relationship
/in Sales and Account Management /by Dr Mark HollyoakeThe importance of the BDM role and function in the distribution and customer management of financial services cannot be underestimated. The BDM ensures we gain and maintain the o… Read more
Writing business – It’s all about attitude
/in Sales and Account Management /by Alan ThompsonAt Customer Attuned, one of our sectors of expertise is the insurance industry. Being a ‘non-player’ in the process of underwriting business for customers, we ha… Read more
The DNA of Trust
/in Embedded Trust /by Dr Mark HollyoakeTrust in a B2B context has received increasing attention in recent years, as organisations recognize its role in relationship development.
In this blog, using insight from lite… Read more
12 Days of Xmas #6: My head of customer experience said to me “If Santa can map his journey to deliver on time then why can’t we?”
/in Business Capabilities /by Alan ThompsonOn the 6th day of Christmas my head of customer experience said to me, “If Santa can map his journey to deliver on time then why can’t we?”
Well ok, that may be too difficult a task for us… Read more
12 Days of Xmas #2: A broker said to me “You listened to me and improved your service”
/in Customer Management /by Alan ThompsonOn the 2nd day of Christmas my top broker said to me “You really listened to me and improved your service”.
Is this something you might hear from your brokers? Would you know the curre… Read more
Four key areas for developing a proposition for intermediated business
/in Business Capabilities /by Alan ThompsonDoes your business rely heavily on an intermediary as part of the overall customer journey?
If so, the process for developing a compelling proposition is more complex than simply… Read more
The world of insurance is complex. Do you understand how it works?
/in Customer Management /by Alan ThompsonCUSTOMER MANAGEMENT IN A WORLD OF INTERMEDIARIES AND BROKERS
Are you new to marketing or strategy in B2B insurance? Or have you worked in the industry for a while and want to add mor… Read more
Distributor Management Assessment
/in Customer Management /by Dr Mark HollyoakeDistributor Relationships as your Competitive Advantage
‘Marry in haste, repent at leisure’ _ this is often the most common problem in B2B distributor relationships. Principa… Read more