Client Strategy Call

Thank you for working with Advisors Insurance Agency as your insurance professional.  The above video is an overview of what our pro-active strategy call consists of.  As a client we promise at a minimum 2 things:  We will pro-actively communicate with you at least 1x per year & we will KEEP OUR PROMISE.  I am not yelling at you when capitalizing those words.  I capitalize them only because it is unbelievable that someone in the insurance industry would make such a bold statement. 

Below is an overview of the key topics we discuss in our strategy calls:

• Set an agenda so you know and we know the time is right and key points of the conversation
• Address any topics important to you
• What has happened and what do you anticipate happening in your world we should know about
• What is happening in the insurance marketplace that might be impactful to your insurance program
• Discuss strategy (3-5 year carrier placement strategy & ARRT strategy)
• Establish / Re-establish  relationship with our high performance service team
• Summary - A post call email with an overview of the conversation along with any recommendations