Fundamentals
The Fundamentals of LIFE.
LIFE Brokerage commits itself to a hard working and compassionate ethos that is systemic to our diligent approach with our clients as well as our team. Central to our promise is our desire to take the extra step for every policy, consultation, and strategy we conduct on behalf of your business and family. As a team, we have created a standard that we live by.
Compassion
Respecting Our Customers
Teamwork
Always Works
Gratitude
Respecting Each Other
Aligned
Maintain Our Attitude
Celebrate
Success
TO SHOW COMPASSION TO OUR CUSTOMERS, WE:
- Demonstrate gratitude toward every opportunity.
- Understand we are measured one case at a time.
- Exceed client expectations by listening completely, acknowledging the request, confirming the request, and delivering a solution timeline.
- Are sensitive to the insured’s needs and the family we are helping.
- Respect the agent who works hard at networking while striving to earn a livelihood.
- Select our customers by matching their level of professionalism with ours.
- Maintain professionalism by delivering bad news with grace, delivering bad news with a viable alternative solution, not arguing our points, and vigilantly protecting client confidentiality.
- Show our reliability by providing consistent solutions and transmitting accurate information.
- Understand that every response to our customer is an opportunity to showcase our “unfair” professional advantage.
- Strongly prefer to complete current tasks before moving on to the next one.
TO SHOW GRATITUDE TO EACH OTHER, WE:
- Recognize that our interdependence is critical to our individual and company’s success.
- Display teamwork by demonstrating gratitude for each other, practicing blameless problem solving, assisting each other without further obligation or score keeping, not overshadowing each other, and continuing our practice of more than covering for each other during time of vacation or family illness. Whenever possible, complete the outstanding task for each other to save our colleague from overload upon return.
- Share in our personal and financial successes.
- Strive to solve problems independently before calling on others for assistance. We must be willing to try any task and ask questions to learn.
- When appropriate, use our challenge form.
- Dress professionally and take pride in our appearance.
- Value direct communication.
TO ALIGN OUR ATTITUDES, WE:
- Share the goals and aspirations of the company.
- Understand the needs and objectives of the agent field force.
- Never lose sight that we can get more bees with honey.
- Respect each other by being sensitive to people and personal stresses, communicating our priorities direct with tact and compassion, exercising good judgement, and maintaining a friendly work environment.
- Appreciate that technology can be a source of our competitive advantage. We strive to use it in all aspects of our business.
- Understand the individual investment we make in any one customer and act appropriately.
- Celebrate success.
