North America’s Top Consultative Brokerages Agree:
Sunflower Insurance Group – Salina, Kansas:
“As a result of Rob Ekern's counsel, our firm has absolutely enjoyed a higher level of success. We now attract new clients by focusing on issues that erode their bottom lines.”
Jim Wilson CEO
“Our firm has experienced tremendous benefits from the Consultative Brokerage Program: including increased retention of Major Accounts, increased fee arrangements, and the attraction of new clients. Our team performs at a higher level and we have Rob Ekern to thank for bringing us leading edge techniques.”
Kristy Balthazor Vice President of Operations
“As a producer, Consultative Brokerage gave me a way to differentiate my firm from our competitors. We have gained countless new customers. “
Mark Skidmore Vice President of Sales
JDW Insurance – El Paso, TX:
“We have used C. R. Ekern and Company for over 3 years. We found the Consultative Brokerage concept to be a more comprehensive, teachable format than we were able to develop on our own. We’ve been most pleased with the results and continue to utilize all the Ekern resources.”
Donald Margo CEO
“JDW's corporate philosophy has always been to operate in a consultative manner. Rob Ekern is the first sales consultant to completely understand the subtle connectively between relationship, true value, and performance. We have increased retention, lowered operating costs and increased our average account size.”
Martin Yung President
Talon Insurance Agency – Port Arthur, TX:
“I am one of the owners of a midsized agency in Texas. After following Rob's newsletters for several years, I decided to take a more proactive approach to moving to the next level. Within a short year, we are communicating with our clients at a level that was felt to be unachievable in the past. The agency is getting more referrals and compliments from not only clients but other community leaders than was ever expected. We now have a story to tell. We asked Rob to point us in the right direction and he has done so in spectacular fashion. We are total converts.”
Leonard M. Forey
Managing Partner
“We have jumped into the Consultative Brokerage approach with both feet, and we are certain to have excellent results with our new and existing producers using the Ekern methods.”
Mike Stroman Sales Manager
Ag States Group – St. Paul, MN:
“Ag States Group has implemented Rob’s strategy and contracted with Rob to train our management team and sales force. Our client relationships have become stronger with higher retentions, and we now spend more time on genuine prospects rather than suspects.”
Corwin Tufte President
EHD Insurance – Lancaster, PA:
“Consultative Brokerage provides our agency with the appropriate tools necessary to effectively quantify our services and pre-qualify prospects. Rob’s methodology replaces the traditional and painful bid and quote process. How much is that worth?!”
Jeff Tompkins President
Rutherfoord – Roanoke, VA:
"Our firm has had great success with the Consultative Brokerage methodology, and we view Rob Ekern as a business partner. His contributions to the development of our sales force have been invaluable."
Kimberly Enochs Senior Vice President
Bolton & Company Insurance – Pasadena, CA:
"The Total Cost of Risk Strategy has allowed us to effectively deliver to our clients the impact of our services to their costs. Our clients now recognize how the deployment of Risk Services impacts their financial statement."
Mike Morey Chief Operating Officer
Frost Insurance – Dallas, TX:
“Consultative Brokerage translates decades of earlier attempts on how to sell consultatively, into simple, practical and powerful strategies. This is a MUST read for insurance professionals who desire to sell at a higher level.”
Bruce Burdett Regional Manager
Pritchard & Jerden – Atlanta, GA:
“Our firm strongly believes in the principles and practice of Consultative Brokerage. We are committed to the client value strategy that Rob Ekern has developed.”
James Bailey President/Sales Manager
Cobbs, Allen & Hall – Atlanta, GA:
“This is the best book I have ever read on our industry. Cobbs Allen and Hall firmly believes in the Consultative Brokerage Methodology. We are pleased to be working with Rob Ekern in our continued commitment to client value.”
Bruce Denson President
"What a terrific primer for our industry. This is the American Agency System's 21st century survival guide. A ‘must’ read for all insurance brokerage professionals.”
Bill Failor
Vice President
HKMB International Insurance Brokers – Toronto, ON:
“Rob Ekern's Consultative Brokerage process and discipline has created a subtle but effective transformation in our sales and service culture. The way we articulate our capabilities and resources to clients and prospects has been elevated; the result has been a noticeable increase in our average account size and an increase in winning new accounts.”
Gregory Belton President/Managing Partner
The Reagan Agency – Marcellus, NY:
“It’s a different day and age and you need to change with it to prosper. By using Rob Ekern and the Consultative Brokerage approach we are learning not only what should be done, but also how to achieve and implement it successfully.”
J. Michael Reagan President
Bollinger Insurance – Short Hills, NJ
"As one of the leading East Coast based regional brokerages, Bollinger looked long and hard for a consulting organization that would share our vision of client value. Rob Ekern and his Consultative Brokerage methodology is the one that best fits our culture of growth and professionalism."
