A speaker (Roger Sitkins) describes a unique, four-step insurance selling system that prioritizes understanding client risk and listening to clients. The approach emphasizes building relationships through 'risk conversations' and tailoring coverage around business risk rather than competing on price.
Chapters
You know, the selling system is, it's unique. We take it out there, we understand the risk. It's really important that, that we're risk first and that you're a good listener because those are the two things that, that clients want right now. They want to be heard, they want to be listened to. And when you're talking about the risk that impacts their business and building a solution around that risk, it's not just about price anymore. Sure, I can bring you the best price. What coverages do you want to give up? Right. That's the market that we're in, and anybody can do that. But you build the relationships by taking care of your clients and having risk conversation about what we do and how it can better impact their business. But it is a nice system. It's a four step process that we go through. It's very similar to the risk concierge program that you offer. You know, we've gone through that workshop a few times and catered ours based off of what that looks like. But it's very, very beneficial to have that in your toolbox when you're going out there to prospect, because it's not the same thing that every other agent's doing out there.