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Business Transformation with FBSPL - Insurance Edition

Business Transformation with FBSPL - Insurance Edition

Written by: Kuldeep Bhatnagar
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A show for Insurance Business owners covering the strategies and processes of the world's most effective insurance organizations. We teach you how to stay ahead of the competition, scale your back office with confidence and deliver exceptional customer service. Join us each week as we hear from world-class experts whose story will inspire, motivate and educate.2024 FBSPL Economics Leadership Management Management & Leadership
Episodes
  • Sales Transformation in Insurance with Whitney Carpenter Doig
    Jul 18 2024

    02:45 Whitney: So, that also puts the responsibility back on us to put out educational content for them to find.

    08:50 Whitney: Starting with the "Why?" is so important and it helps to build trust and it helps to win the trust.

    14:35 Kuldeep Bhatnagar: So, at least, you know even if they do not diversify a lot, I think they should have complementary and supplementary products.

    20:30 Kuldeep Bhatnagar: I asked this question, what's your sales strategy, the top one, and he said something very unique - client retention.

    27:23 Whitney: I actually learned from you is when you're getting stuff from AI and you don't feel like it's the kind of quality that you want, you can actually teach.

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    32 mins
  • Navigating the Insurance Landscape: Changing Dynamics in the Industry with Bryan Falchuk
    Jul 18 2024

    8:50 Kuldeep Bhatnagar: This is an inspiring story and reminds me of a line.

    13:06 Bryan Falchuk: So, we need the tools to live as ourselves rather than thinking...

    14:21 Bryan Falchuk: I think we have a number of macroeconomic factors that are really coming down on the industry

    19:35 Bryan Falchuk: What I do see in the near term is more of a shift to the cloud...

    22:35 Kuldeep Bhatnagar: We were talking about customer experience

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    33 mins
  • COMPLEXITIES OF INSURANCE: Overcome What's Missing for Your Potential Buyers with Marco Warner
    Apr 20 2023

    This episode of Business Transformation - Insurance Edition features Marco Warner, Insurance Professional and Founding Member of Trustpoint Insurance. Marco shares about learning to sell insurance through the phonebook and overcoming the challenge of not really getting proper training.

    Even then, he recognizes that his success took a little longer but he had the best experience learning over time. Marco also talks about the current challenges that the insurance industry faces today and what you can do to stay ahead of the curve. Learn about all that and more in this latest episode of Business Transformation.

    WORDS TO TRANSFORM YOUR BUSINESS

    MARCO: THE BIGGEST CHALLENGES FACING THE INSURANCE INDUSTRY

    “Buyer awareness is another big deal. I think buyers are becoming so aware of what's out there that that buddy-buddy system is no longer going to prevail, that people are looking for some way to make this process simpler and easier and have a greater ability to understand how it's applicable to their business, as an example.”

    MARCO: LEARN TO RESIST CALL RELUCTANCE

    “You cannot have call reluctance. You have to have the willingness to be able to pick up that phone and to call anybody to sell them insurance. The call reluctance is something that you cannot have and a lot of times you can test out in a personality profile, for example, and check all the right boxes but that still is there for someone.”

    Connect with Marco Warner:

    • LinkedIn: https://www.linkedin.com/in/marco-warner-cic-0904b04/
    • Trustpoint Insurance: https://trustpointins.com/about/

    Connect with KB:

    • LinkedIn: https://www.linkedin.com/in/bhatnagarkuldeep/

    Find out more about Fusion Business Solutions (P) Limited:

    • LinkedIn: https://www.linkedin.com/company/fbsplteam/
    • Website: https://www.fusionfirst.com/
    • Email: support@fusionfirst.com

    If you found this episode interesting, make sure to leave us a like and comment, we’d love to hear from you!

    To enjoy more and get the latest updates on Business Transformation and the insurance industry, subscribe to our show from your favorite podcast streaming platforms:

    • Apple Podcasts: https://podcasts.apple.com/us/podcast/business-transformation-with-fbspl-insurance-edition/id1673857459
    • Spotify: https://open.spotify.com/show/0sTBGPYjmACbtZ7c1aWVzL
    • Amazon Music: https://music.amazon.com/podcasts/6e6a7f74-a8f3-4c28-a56d-e41a0db5cfeb/business-transformation---insurance-edition
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    41 mins
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