Skip to main content
Business Insurance

How McConkey Establishes, Builds and Nurtures Strong Client Relationships: Part 3

By November 11, 2019November 25th, 2019No Comments

Part 3 of a 5-part micro blog series from our very own Dave Chiaverini, CIC, AAI

Somebody asked me why I rarely, if ever, lose clients. I feel very fortunate for that, but it goes beyond just working for a great firm. And it goes further beyond luck.

Reason #3: We strive to understand our clients’ business.
Any insurance agent can take pages from a policy and generate a quote. However, it is critical for me to understand the inner workings of a client’s organization. By doing this through site visits, a thorough risk analysis, and actual in-person meetings, I learn my clients’ day-to-day operations, which allows me to identify not only their exposure to risk, but their strengths, weaknesses, opportunities, threats and challenges my clients face.

Reason #2: We get to know our clients as individuals.
To me, my clients are not just a policy number or an email address. I get to know them personally and enjoy hanging out with them. Sure, understanding someone’s personality makes good business sense, but it’s imperative to also get to know them as a person. Having fun along the way is important to me and allows me to take the relationship to another level.

Reason #1: We have a unique service model. 
Our success is mostly driven from within, which in turn fuels our higher than normal client retention. Unlike most insurance agencies, we work as a team. That means I bring more than just myself to our client’s relationship. Based on the intricacies and complexities of each particular client, we build a team who is most well-versed in particular coverages, industries, risks, etc. My clients are treated and viewed as more than just clients. When they partner with us, I advocate for them.

If you are looking for an unmatched service platform where we could help each other grow and have fun along the way, then we need to talk!

Dave Chiaverini, CIC, AAI

Author Dave Chiaverini, CIC, AAI

Business Insurance Executive

More posts by Dave Chiaverini, CIC, AAI
Skip to content