Re-inventing the role of independent insurance agents and creating compelling value propositions to enhance the insurance experience is attracting attention.
Clearwater, FL – April 5th, 2015 – Douglas J. Levi and his business partner Michael Ludwig, created Strategic Insurance Services (SIS) eight years ago with a goal to differentiate themselves from the competition by re-inventing the role of independent insurance agents, thus creating a new insurance experience. This unique approach caught the attention of Safeco, a Liberty Mutual Company, who recently named Strategic Insurance Services as “Key Agents.” Safeco Insurance looks at the combination of production, service and performance in claims ratios to determine eligibility. This award of distinction is given to less than 10% of all agencies nationwide.
Recently Safeco’s VP of Agency Operations, Jeff Ogard, contacted Levi for an interview to dig into the details of SIS’s strategy that goes beyond service by offering compelling value propositions to their clients.Doug Levi talked about howStrategic Insurance Services focuses on developing an effective and innovative way to assist clients focusing on long term relationships, with the ultimate goal being to create value for their clients.
“It’s important for us to fully understand our client’s risk management situation & what solutions they can utilize to best protect their family & businesses. We do an in depth fact finder for all new clients to better understand what’s most important to them.” Levi stresses how important it is for Strategic Insurance Services to make the entire insurance process effortless. “Helping businesses and families prepare, become protected and recover from life’s unexpected events is at the core of what we are trying to accomplish,” adds Levi. In addition, Mike & Doug have adopted cutting edge technology using DocuSign Electronic Signatures to assist both the clients & their team members to make the “pain of paperwork disappear.”
Creating this type of client atmosphere and relationship allows Levi and his associates to delve deeper into the areas of asset protection and the “what if” things that can occur at anytime to anyone. This risk management approach opens up conversations about identifying risk, verifying what they have, and talking about what assets they have that might attract creditors in a lawsuit.
“We want to be considered partners with our clients. Knowing what our clients need and making that happen is what matters to us. De-emphasizing the price of insurance and stressing the positive aspects of good coverage is the first step in creating a new long-term relationship. And that separates us from the other agencies. And, knowing that less than 10% of the agents in our industry are recognized as Key Agents gives us a lot to be proud of” said Levi.
The interview can be heard by clicking here.