GenuineShift

?? Email is the silent profit killer and energy buster. ???? Nobody tells me that complex client work is their biggest problem. It’s email. We used to “juggle” email. Now, people use words like drowning, failing, and suffering. ?? Ironically, the thing designed to ensure “nothing’s missed” has worsened everything. Carbon copying everyone to “keep them in the loop” doesn’t help. It overloads inboxes. It hides real priorities. It steals time. Let’s stop it. ?? Most people can’t read their emails every day and do the work. Don’t be part of the problem. Before you hit send, ask: ?? Does every person on this thread truly need this message? ?? Would it matter if they missed it or didn't respond? If the answer is no… don’t send it. There are better tools to memorialize work inside a project plan or communicate important information. Do you and your team torture—I mean cc—each other? Can you change that habit on a few clients or topics? Try it. See what happens. You might unlock hours of actual work time. Your clients didn’t hire you to process emails. Clients hire you to be led.? ?? TIP: In Outlook, you can create a rule that moves any email where you’re not the ONLY person on the “To” line to a separate folder. Prioritize the ones meant for you. ?? GenuineShift We build client service teams to help insurance brokers grow. Register now for our final 2025 Account Manager Academy that starts in May. #insurancebrokers #employeebenefits

Your agency's LinkedIn presence is costing you clients - let's fix that. You deliver top-tier service. Your agency does great work. Yet somehow, you still lose clients. It’s frustrating. It’s confusing. But here’s the hard truth: ?? It’s not always about service—it’s about perception. Before you ever get a chance to prove your worth, clients are making snap judgments. ?? If your agency’s LinkedIn presence doesn’t look professional enough… ?? If your team appears disconnected or inconsistent… ?? If you don’t look big or trustworthy enough… You’re already losing business. But that changes NOW. Join Jenn Walsh and I on February 27. We will teach you: ? How to build online consistency across your team so clients transition seamlessly from producer to account manager. ? How to create a LinkedIn presence that builds confidence and stops clients from second-guessing your agency. ? How your service team can use LinkedIn to generate leads and help drive new business. This training will transform how your agency attracts and keeps business. Don’t let perception cost you another client. Register now!

We just processed the final registration for one of the five cohorts launching this week...It's down to the wire, just like Open Enrollment! ?? Our team has the privilege of working with 120 client service professionals over the next three to six months. Amid an industry talent shortage, we don't take lightly the trust these agencies have placed in our team. We're ready to get started! Jan Currie - Coach Tracey Heeter Allen - Coach Kristin Greene - Content Champion Kelly Farrell - Community Manager Meghan Walsh, BSN, RN - Operations plus our Prialto team. GenuineShift We build client service teams to help insurance brokers grow. Clients hire you to be led.?

Broker partners + account managers! We’re excited to be hosting Jenn Walsh from EB Broker Consulting Agency GenuineShift to discuss practical advice on how to foster better collaboration with clients and support their strategic goals. Join the discussion on Thursday, January 23rd at 1pm CST! https://bit.ly/42oNz7W Jenn has over 35 years of experience in the EB space and works with agencies across the country to help them grow revenue, bolster client service, and train and retain top talent in their agency. As a bonus, one attendee will win a 1-hour one-on-one consultation with GenuineShift! Use the consultation to dive deeper into any issue impacting your agency – marketing, hiring, client development, staffing, and more. Each attendee will be counted as one entry so share the invite with your office!

? Last call. Our February cohorts start onboarding tomorrow, and these insurance brokers have secured spots for their teams. ?? Don’t let your team miss out—there’s still time to register this week. AM Academy: Three-month program ($3,000) AE Academy: Six-month program ($5,000) - This is the only cohort this year. 2025 Client Service Academy Sponsors ?? Alliant Insurance Services Allpointe Insurance Services BKCW Insurance EPIC Insurance Brokers & Consultants Hotchkiss Insurance HUB International IMA Financial Group, Inc. Marsh McLennan Agency McClone Insurance Newfront SDL + GHS The Culture Insurance Group The Olson Group, Inc The Partners Group Message me with questions. GenuineShift We build client service teams to help insurance brokers grow. Clients hire you to be led.? #insurancebrokers #employeebenefits #womenininsurance

Helping benefit professionals cut through the noise with the 3x3x3 Challenge and the Innovation Blitz... It's what we do at BenefitsAlly.com!

"EveryFirm is much better than my last broker. They're much, much busier." ?? Clients don't hire you to attend meetings, process emails, or operate in a frenzy. In other words, they're not impressed that you're busy. They need problems solved, and that's an issue because most firms lack the people to do the work. Although benchmarks indicate teams "should" be able to manage more clients, they feel stretched and at a breaking point. One key skill we develop is the ability to admit that one can always work more effectively and find ways to say yes to additional opportunities. Listen to this three-minute video in which I kick off the conversation and provide three steps for tackling this dilemma. Our Finding Time To Do The Work module has moved from the end of the three-month Account Manager Academy to the beginning. Last year's graduates told us this was so impactful and practical that it needed to be integrated into the earliest part of the program. ? Let's work together if you and your team want to feel more in control and less overwhelmed this year. We only have two open Account Manager Academy cohorts and registration for the February session closes on January 17th. Message me if you'd like to discuss details. Have you worked with me on this topic in a workshop or Academy program? ????♀? Let us know in the comments if there's a "Busy B Tip" that you have put into practice or what you hear me whispering in your ear. GenuineShift We build client service teams to help insurance brokers grow. Clients hire you to be led.? #employeebenefits #insurancebrokers #womenininsurance

Will you be the source of our next "Woohoo" notification? ?? When one agency grabbed two spots in our February Account Manager Academy this afternoon, it triggered a little celebration. I know February seems like a long time away, but now is the time to secure training for your invaluable team. For what it's worth...California, Pennsylvania, and Tennessee are the early movers in registrations for our open cohorts. If you're an EB Practice Leader, Client Service Manager, or Producer who knows you need the best talent to grow profitably next year...let's work together. We have open spots in our Account Manager and Account Executive Academies that start in February. They will fill up. Onboarding begins January 21st! #employeebenefits #benefits #insurancebrokers GenuineShift We build client service teams to help insurance brokers grow. Clients hire you to be led.?

Benefit Professionals... What do you know about GenuineShift? #BenefitsAlly #3x3x3

My annual Thanksgiving Benefits Haiku for you. ?? ?? Keep your inbox chaos in perspective. The to-do list can (and should) wait. Despite our bad habits, this is a great industry with so much opportunity. My current LinkedIn series: Q4 strategies to lead clients & navigate your career in 34 words or less, inspired by my 34th employee benefits busy season. #34from34 #employeebenefits #benefits #insurancebrokers GenuineShift We build client service teams to help insurance brokers grow. Clients hire you to be led.? And before employee benefits enthusiasts come for me...?? I know that you're so much more than insurance. I couldn't get advocacy, reference-based pricing, or transparency into a haiku. ??♀? I'm grateful for my loyal friends and fabulous clients. ?? Have a great Thanksgiving! #insurance #benefits #employeebenefits #insurancebrokers