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As a successful broker you’re a self-motivated businessperson with an engaging personality. You’re well organised and you understand the insurance market. (Right?) But is all of that that enough when you’re in front of your client closing a sale?
Constantia Insurance lives by the motto of ‘insurance made personal’, and recently hosted an innovative webinar to demonstrate this commitment. Constantia’s UMA and Broker partners were invited to submit any business-related questions, which were then answered live by CEO Peter Todd, who took up the reins in February 2020.
What value do you add to the lives of your clients? In these uncertain times, and in the context of rising numbers of retrenchments, what do you have to offer as an intermediary that stands out for your clients? What are your clients’ reasons for choosing to work with you?
How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?