On this episode Brett May joins Kenneth to discuss how insurance can be a value add to your process. Kenneth will talk about having the right insurance partner opens more channels to provide value and create a seamless experience above what your competition does.
Quotes:
“If you’re giving them quality service and referring them to high level people, that makes you look a lot better.”
“We always get an insurance quote for our clients.”
“One of the worst things for a client is to end up with bad insurance.”
“Having a good insurance partner allows you to offer more savings other than rate.”
Key takeaways
Look at insurance as way to add value in your process by saving your clients more money.
Insurance is a relationship that you want to invest in.
When you partner with an agent you need to make them part of the loan process to create a seamless experience.
Insurance should be about education so that you clients are better informed to make the right decision.
Links:
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