Private Client Risk & Resilience
Join Kurt Thoennessen, CAPI to learn about the risks that successful individuals and families face today. He will discuss risk management strategies to prevent losses and ideas to help you be more resilient to losses when they occur. He will explore everything from the risks to property, such as homes, art and yachts, to how to become more resilient in the face of loss by having the right insurance coverage in place. Episodes will feature expert knowledge from subject matter experts and/or insights from Kurt's personal experience as a risk manager for successful individuals and families.
Private Client Risk & Resilience
Create a Competitive Advantage Using Industry Data with Paul Buse of Real Insurance Solutions Consulting
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Kurt Thoennessen, CAPI
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Episode 22
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Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, Kurt Thoennessen, CAPI and Paul Buse, CEO of Real Insurance Solutions Consulting have an in depth discussion about how to use standard insurance industry data to create a competitive advantage. Join them for this stimulating conversation and learn how to use industry data to find insights and grow your agency.
Get to know Paul
Fight between big banks and the insurance industry
A Valuable Experience - The paper route
Analyzing Statutory Industry Data
Quarterly Marketplace Summary Reports
How industry data can help agents
Working with industry data creates questions
Independent Agent Carriers vs Direct Carriers
Analysis of Florida data
Bullish on Independent Agents
A cautionary note for the hard market
Independent Agents Need to Take Action
Favorit Excel function for data analysis
Closing thoughts