Client Services: Fees & Disclosure Tools

Trust is a critical element in the client and broker/agent relationship. Achieving trust may be enhanced when there is a clear understanding between the producer and the client of the services being provided and the cost of those services. To help build that relationship there are numerous approaches firms can use in communicating with clients. More > 

Resources

The Council has a wide variety of resources available to assist you in maximizing your potential. From human resources and management issues to navigating the state regulation maze to industry-specific training, The Council has you covered.
 

	Leadership & Management The Council provides analysis, guidance, information and forms to help member firms with a wide range of human resources and management issues. More >
	Sales Innovation The Council provides member firms with comprehensive and innovative sales communication guidance, best practices, education, coaching, toolkits and templates to support every phase of the sales cycle. More >
	Council Global Connection  The Council Global Connection (CGC) is the world’s largest network of independent, professional insurance brokers and employee benefits consultants in the world.  The sun never sets on the CGC. More >
	Market Index Surveys The Council’s Property/Casualty and Employee Benefits Market Index Surveys track market trends on a region-by-region basis and break out the market for small, medium and large accounts. More >
	Compliance CYA...Cover Your Actions! The Council's Compliance CYA helps you navigate the maze of state regulation, making it easier to keep track of the changing landscape of regulations and statutes affecting our business.   More >
	Compensation Surveys Together with The Council, McLagan produces an annual survey featuring coverage of full range of industry positions across 17 functional areas such as producer sales, account executives and customer service. More >
	Training and Education Start here for industry-specific training and development from The Council and our partners. More >
	Business Services Looking for the right service provider for e-mail security, licensing, premium financing, or other business management solutions? Let The Council help with a directory of recommended partners. More >