C.R. Ekern & Company
Testimonials

C.R. Ekern & Company is dedicated to providing the highest quality information and resources to our clients and subscribers.  Here is a sample of what Consultative Brokers and Agents across the country are saying about our services:


"One of our top producers wrote several new accounts totaling $105,000 in estimated income by following the Ekern system.  Thank you for highlighting the important issues our prospects and clients face today."

Ron Lenss
President, San Antonio Region
Frost Insurance Agency
San Antonio, TX


"We used a combination of stewardship, past history analysis, and my relationship with the owner to renew the account even though we were $60,000 higher.  The Consultative Brokerage approach and the new assets we have are working.  We will go get some new accounts!"

Greg Wilkerson
Producer
Frost Insurance Agency
Fort Worth, TX


"In the first six months of our relationship with C.R. Ekern & Company, the Ekern TCOR Methodology was instrumental in attracting a Million dollar premium account.  Consultative Brokerage works."

Bob Iocco
Executive Vice President
Brown & Brown of Lehigh Valley
Bethlehem, PA


"We have found the Consultative Brokerage system to be most helpful.  While some of us used this style of selling, others did not.  We found with C.R. Ekern & Company a codified system for all to emulate.  As a result, we closed several accounts with only a capabilities presentation--the most recent one generating over $35,000 in income that had been with the incumbent broker for over 20 years."

D.R. (Dee) Margo II
CEO
John D. Williams Co.
El Paso, TX


"MHBT is using Consultative Brokerage Development as our core strategy for large account retention and production.  While several of our producers already know how to work on large accounts in this fashion, the Ekern program is helping to move our medium and smaller producers to the next level and give all producers a track to run on besides price.  We estimate that the Ekern Methodology's impact on our revenues will be in the hundreds of thousands of dollars."

Lance Leslie
Partner & Senior Vice President - Sales
McQueary Henry Bowles Troy (MHBT)
Dallas, TX


Our firm has been delighted with the results to date by following the Consultative Brokerage Development methodology.  In the first six months of our relationship, RKFL experienced a six figure impact on our revenue stream through the Ekern system."

Ron Lensing
Executive Vice President and Sales Manager
Ramsey, Krug, Farrell & Lensing
Little Rock, AR


"Insurors and Investors has received outstanding results in the first six months of working with C.R. Ekern & Company.  The Consultative Brokerage Development Training and Techniques have been extremely valuable and have already translated into several new large accounts for our firm.  

We estimate the new revenue derived through the Ekern system in just the first six months is approximately $70,000, not to mention the value of the Major Accounts Division to our overall operation."

Jim Wilson
President & CEO
Insurors & Investors
Salina, KS


"We adopted the Consultative Brokerage Series to help integrate various sales cultures and to differentiate ourselves from our competitors.  The experience we have gained from the Webcasts has allowed us to secure over half of our new business generated this year by BOR.  The techniques and training exercises have broken down confidence barriers within our Production Staff and allowed us to achieve the aggressive sales goals established last year. 

The Ekern training series has given us the ability to work smarter and yield better results as compared to our prior method.  We are extremely pleased with the results obtained by employing the C.R. Ekern & Company techniques.  I encourage all agencies to review and adopt Rob's methods."

Bob Moore
Vice President - Sales
Roger Bouchard Insurance
Clearwater, FL


"The Ekern system allow our professionals to obtain current and relevant insights to our business in a time-sensitive, efficient and cost effective manner.  And with 180 employees in 6 locations, the webcasts offer a great personal development tool for our firm."

Robert A. Bamberger
Sales Leader
The Rutherfoord Companies
Roanoke, VA


"We have been very pleased with the information C.R. Ekern & Company has presented.  Our producers and inside staff have recognized the value of Consultative Brokerage and are putting into practice many of the concepts you have discussed.  You have certainly helped us by providing a very useful educational tool, not only through the Consultative Brokerage process, but also with your knowledge of the marketplace and the ever-changing environment we face.  Thanks for all of your help."

Ed Williamson
Senior Vice President
Reynolds & Reynolds
Des Moines, IA


"One of our producers met with a large prospect and presented his case using C.R. Ekern & Company's TCOR system.  The prospect was so impressed that he immediately gave us the BOR - over a $60,000 revenue account.  Needless to say he was most pleased with his training."

Greg Haertling
Vice President
Van Gilder Insurance Corporation
Denver, CO


Here are some comments from attendees of the St. Paul Insurance Company Agency Sales Managers Forum:

  • "One of the best speakers on the subject I have ever heard."
  • "This is what the market demands."
  • "I would have liked hearing more from him."
  • "Congratulations on finding an insurance person to speak to insurance professionals."
  • "Best information in 10 years!"

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