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How to Evaluate Your Work/Life Balance

September 16, 2016

beyond insurance

Many insurance and risk management professionals are not sure exactly how to evaluate their work/life balance.

Start by asking yourself  if the demands of your work are infringing upon the quantity and quality of time you have with family, friends, hobbies, and community.

Then take the following work/life balance quiz that will tell you the degree to which you should be concerned about work/life balance:  Read more…

The SMART Plan for Effective Goal Setting

August 16, 2016

beyond insuranceWhile we are sure you have heard of SMART goal setting,  sometimes the challenge becomes how we actually execute on a SMART goal.  Below we outline not a SMART Goal but a SMART Plan for effective goal setting:

Read more…

How Do You Create Value as an Insurance Professional?

August 12, 2016

Value In Word Cloud Shows Worth Importance Or Significance Stock Photo“How Do You Create Value as an Insurance Professional?”

This apparently simple question may well be the most important one you will ever be asked. 

Without a compelling value proposition you are ordinary and disposable — a commodity.  With a distinguished value proposition you are unique and indispensable.

What is a value proposition? Read more…

6 Ways Goals Improve Your Insurance Business and Your Life

July 26, 2016

beyond insurance

You’re about to discover the 6 ways goals improve your insurance business and your life!

I was first introduced to the art of goal setting in the early 1980s while maturing as an account manager at Johnson & Higgins in Philadelphia.  Without goals, I would have had no sense of direction.  What direction are you going? Read more…

5 Key Elements to Successful Non-Verbal Communication

July 20, 2016

workers talkingNot only is it important for you to be aware of your own body language, but equally important to understand what body language means so that we can effectively access and react to others.

This is particularly helpful for producers and account managers who interact frequently with customers. Read more…

The 5 Essential Ingredients to Innovating Your Insurance Business

July 15, 2016

beyond insuranceInnovation is the single most essential element to aggressive top-line growth and bottom-line results. Organic growth, profitability, and agency value are dependent upon innovation.

Research indicates that there are five essential ingredients to the recipe for innovation – leadership, acceptance of failure, openness, patience, and motivation. Read more…

Self Confidence…Your Most Important Life Skill

June 28, 2016

beyond insuranceFrom the quiet analytical physician to the superstar professional athlete to the composed musician, self confident people have qualities everyone admires.

Self confidence is an attitude that is characterized by a positive belief that you can take control of your life and of your plans.  It is a belief in your abilities.  Confidence is the state of being certain that a chosen course of action is the most effective given the circumstances.  People who are self confident are those who acknowledge their capacity to do something and then proceed to do these things.  Read more…