Engaging More Clients Requires Brokers Disengaging More Clients


Insurance and Reinsurance Brokerage firms have fought like tigers to retain clients. Retention rates are in the high 90s. Yet many of them are caught in a “success trap”. Their future growth is inhibited by the demands of servicing a significant number of longstanding clients, who don’t fit their ideal future client profile. Learn how to escape the “success trap” in record time. Avoid conflict while increasing profitability. Manage effectively the change, externally with clients and internally with key account executives. Prepare clients assiduously for the “disengagement” conversation.

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