The Apology Tour: What My Former Clients Told Me They Miss
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The Apology Tour: What My Former Clients Told Me They Miss
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I spent the summer on an apology tour, meeting former customers to apologize for my disruption. What they told me had nothing to do with price or coverage. They missed my opinion.
In this episode, I break down why brokers practice insurance and why that means taking a position, putting it in writing, and defending it. I walk through the premium summary format I used at every renewal: expiring, renewal, and a third column with my recommended program. You’ll hear how I use payback-period analysis for deductibles, how I approached wind/hail and umbrella conversations, and why raising new coverages mid-year is expected, not pushy.
If you’re a broker who wants to be an advisor instead of a quoter, or a buyer who wants to know what to expect from yours, this one’s for you.