lessons-learned

Posts Tagged: lessons-learned

2 posts found

The Bath House Mix-Up: A Real Lesson on Client Communication

11/05/2021 · 5 min read

The lesson: verify understanding, don't just deliver information. Most E&O claims and retention failures trace to gaps between what the agent said and what the client heard. Ask clients to restate coverage in their own words at sale, renewal, policy change, and claim. Catch misalignment before a claim does.

milestonereality-check

Episode 400: What 400 Shows Taught Us About Agencies

09/28/2021 · 5 min read

Four lessons from 400 episodes: consistent prospecting beats every other growth lever, multi-line at point of sale beats cross-sell-later, three excellent hires beat six mediocre ones, and clean systems before scaling beats activity without infrastructure. Branding and tech don't fix what behavior won't.