How to Sell Benefit Changes Without Losing the Client with Lisa Gallagher
Many employee benefits advisors pitch innovative funding strategies, only to watch them fail during implementation.
Many employee benefits advisors pitch innovative funding strategies, only to watch them fail during implementation.
Most sales training assumes you need to be a loud, extroverted closer to win big deals. But if you try to swing like Tiger Woods when that’s not how you were built, you will fail.
Most corporate wellness programs are built on a fundamental flaw: paying people to do something they already want to do.
When a client suffers a major loss, the last thing they want to deal with is a claims process bogged down by miscommunication and a lack of empathy.
If you find yourself stuck in the endless “just checking in” cycle, your sales communication is broken.
In an industry fixated on “what’s in it for me,” the fastest way to build an elite book of business is actually to give your time away for free.
Making the leap from high-volume personal lines to complex commercial risk is one of the hardest transitions in the insurance industry.
The days of treating an agency like a personal lifestyle business while expecting a massive private equity payout are coming to an end.
In 2026, the insurance industry is noisier than ever, AI is changing the landscape, and buyers are deeply entrenched in a “trust recession.” The traditional sales cycle of hammering suspects with activity and throwing spreadsheet quotes at the wall is officially dead.
Most independent agency owners look at a private equity acquisition as the ultimate finish line. They assume that getting bought by a massive national broker will instantly solve their back-office problems, open up new markets, and fund their ride into the sunset.
