Andy NearyI help insurance professionals turn brand awareness into business growth.

Shift to a strategic advisory model. Sit on the same side of the table. We win together!

18 Oct 2026 · 1 min

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In this brief talk, the speaker emphasizes the shift to a strategic advisory model at Ellerbrock Norris, highlighting that delivering strong client experiences and results aligns the firm’s goals with those of its clients. By positioning themselves on the same side of the table—rather than as a traditional insurance seller—the firm adopts a commission‑based partnership where success is shared: if the client grows, the firm grows. The speaker notes that leveraging AI tools and internal capabilities enables the firm to deliver high‑level service, supporting client goals, community impact, and mutual profitability.

Chapters

The more we deliver that client experience and the results at the client level, we achieve our goals. Our clients achieve theirs. I mean, that's the beauty. What I can't tell enough to people about being in a more strategic advisory model is at the end of the day, you can sit down and say, "I'm on the same side of the table as you." I'm not selling you insurance. It's commission-based product that we're going to have that we're sitting here where it's like if you grow, we grow. If our job, if we're doing the right thing with AI tools, whatever it is we build internally at Ellerbrock Norris to deliver at the highest level so you can achieve your goals and grow as a company and support the communities we all serve, we all win. You grow, we grow. We make money together.