Diagnose
Advising without context is tough. Learn what you don't know about your current and future clients' priorities, processes, and pain so you can risk manage with them
Zig when everyone else zags.
They know you know insurance. Show them you know their business and the specific risks they face.
Show your prospects the risk areas they can't afford to ignore
Jack & Jill might think about that hill differently.
Prescribe
Turn assessment into mutual action that impacts their total cost of risk and cements your value
Next steps that don't start with asking to quote
If you don't give your clients something to gauge your performance they will naturally use Premium as your scorecard
Advise
measure risk effectively, collaborate across your entire agency and offer more value in a commoditized market
display assessments, action plans, and client progress all in one place
quantify and track improvements based on your mutual efforts
What agencies are saying
GDP Advisors
COO Incite Performance Group