Steve Case | Source | Sales Director at Insurance Hero

Steve emphasizes understanding client needs, listening, and focusing on their concerns to build trust. "Being honest about what you can offer and following through on what you promise builds trust," he says. Sharing real success stories and maintaining professionalism fosters confidence. It's about forming partnerships, not just closing deals.

Steve highlights that J.D. Power ratings reflect customer satisfaction, while the NAIC complaint index shows how well insurers handle complaints. AM Best ratings assess financial strength. Steve says, "These third-party ratings help us weigh our options not just on paper but in real, practical terms."

Steve highlights that natural disasters, rising global costs for parts and labor, and inflation are key reasons for higher insurance rates. He advises caution when switching providers, emphasizing service quality and coverage details. For add-ons, he recommends prioritizing based on local risks, like flood or mold coverage, and conducting annual policy reviews.