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Welcome to C.R. Ekern & Company:

Our firm is dedicated to providing insurance brokerages and financial institutions the operational platform required to build and deliver a formidable value proposition in  today's  sophisticated marketplace. 

We call it Consultative Brokerage™ and it has been implemented in forward-thinking  brokerages all across North America for over fifteen years. 

Withstanding volatile market cycles, Consultative Brokerage is still the only sales-operational platform that consistently delivers quantifiable results no matter how price-driven economic conditions may become. 

        The facts:

In 2009, our clients reported:

  • Improved client retention
  • Recaptured ROI of resource overhead
  • Increased profitability of larger accounts
  • Improved development of staff synergy

Not to mention...

  • A 64% increase in hit ratios on larger accounts**

As you can see, we could go on to discuss many other benefits of implementing Consultative Brokerage into your business model, but...that might sound like bragging....so check out these testimonials instead!

I'd like to learn more.

Watch Introductory Video - Coming Soon

Services Overview


**(Source: 2009 Consultative Brokerage Network Survey - on avg. firms reported a 64%  increase in hit ratio utilizing Consultative Brokerage techniques  on accounts larger than $25,000 in commissions and fees)





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Industry-accliamed, free newsletter from Rob Ekern, CEO of C.R. Ekern & Company:

2010:  What Have You Down for Me Lately?

Creating a Benefits Value Proposition

Total Cost of Risk - Setting the Record Straight

2009:  It Takes Money to Drink Good Whiskey 

             Pushing the Right CFO Buttons

             Stewardship Reports - Locking the Back Door 

             Business Risk: The Final Frontier

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WorkshopLIVE WORKSHOP -

September 20th & 21st, 2010:

Tempe, AZ

"Grow Your Book of Business."

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  Consultative Brokerage - A Value Strategy

Now Available from C.R. Ekern & Company & National Underwriter:

Consultative Brokerage®: A Value Strategy is based on real life production success and client retention.  Practical, workable, and highly profitable techniques make this book a must have for any insurance professional.

Filled with over 60 charts and descriptive displays, this material has been over a decade in the making.

Featuring :

  • Prospecting Better Accounts
  • How to Use Total Cost of Risk (TCOR) to Deliver Value to Clients
  • How to make meaningful presentations.
  • The Fundamentals of Stewardship Reports

[Here's how to order]




 

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