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What makes a successful broker?

At a glance

  • It is important for brokers to understand how to meet customer needs
  • Brokers should also demonstrate the added value they provide
  • Our infographic highlights key insights from Zurich’s Future of Broking whitepaper, with some important tips to help you articulate your value

With 1 in 6 customers unsatisfied with how their insurance claim was handled, brokers need to ensure that they are meeting their customers’ needs and articulating their value if they are to successfully grow their business.

Zurich, in association with Insurance Age, spoke with both expert seniors and the next generation of brokers at a series of recent roundtables to look at how to ‘future proof’ a changing broker landscape, how to keep ahead of the game and how to meet customer needs.

As Zurich’s Head of Key Accounts, Andy Day says: “There is no other sector that can get as close to the customer and understand what their needs are – only brokers can ensure it is the right product at the right price.”

So, what are the secrets of success for brokers? Our infographic tells you more.


Image © Getty

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