Insurance Journal's Academy of Insurance

Insurance Journal

You have no items in your shopping cart.

Two ways to register

1. Buy the single session!

2. Become a member

just $39/month

For $39/month you get all of these:
  • FREE access to 40+ live classes over the next year!
  • Unlimited access to 200+ on-demand courses in our library.
  • PLUS exclusive coverage skills tests, Q+A sessions w/instructors, discounts on our conferences and more!

Become a Member


Sign in to access this session and all materials.

What Does the Customer Really Need?

What Does the Customer Really Need?

Double click on above image to view full picture

Zoom Out
Zoom In

Quick Overview

The insurance industry is shifting quickly. Customers are turning to their mobile phones' app store to buy their insurance, rather than calling an agent. Join us as Patrick answers the question, what does the customer really need? In this session, we will look at ways that an agent can add value beyond just taking orders for insurance policies.


Can't make it Thursday? Register now and we'll send you the recording.

Add Items to Cart Add to Cart
Duration 1 hour
Location Online Webinar
Formats On-Demand
Instructor Patrick WraightPatrick Wraight

The day is gone when an agent can be successful by renting office space, hiring a small team, hanging a shingle out and waiting for prospects to trip over themselves to become customers. The number of app-first agencies is growing, making personal insurance so easy to buy that the customer doesn’t think that they need a profession’s help. This session will demonstrate ways that an agency can provide more value than simply taking and fulfilling insurance orders.

What will we learn today?

  • Discuss the basic insurance needs of commercial and personal customers.
  • Apply a simple process for determining their insurance needs beyond those basics.
  • Demonstrate methods of building and maintaining long-term relationships.
Add Items to Cart Add to Cart