As we move into a new year, I hope that every insurance agent and insurance buyer thinks about how they view their relationships. Let us get away from the clever insurance advertisement’s attempts to bring our products and services down to the lowest common denominator, price, and commodity. Insurance products and services are used to build our local economies, we allow people to dream, and we help rebuild in the event of a disaster.
Therefore, here are my resolutions for 2020; I hope other agents and insurance buyers will embrace these as well.
- I will always put the needs of my client above mine.
- I will strive to educate rather than sell.
- It will be valuable to provide my clients with options.
- Insurance is a complex transaction, and I need to help my clients understand what they are buying.
- Risk management should always be part of every conversation. Identify risk, assess the risk, manage the risk, and review again.
- I will select an agent who values relationships.
- Price is not an indicator of quality.
- Buying local is like the “farm to table” of insurance.
- I will seek an agent who is qualified to manage my risks.
In 1989, Oakwood’s founder, Bruce L. Sogn, set out to establish a business that would give him the opportunity to serve the community and to fulfill a need in the marketplace. Today as an independent insurance agency, Oakwood does just that.
After researching the insurance industry, he found that by becoming an independent insurance agent, he could offer a comprehensive range of insurance products and services to his clients. By maintaining focus on competitive products, Oakwood has kept its commitment to service, professionalism, and the highest integrity.