Trusted Advisor
Case Study
PROBLEM:
Many of Lois Warren & Associates’ clients are referred by other lawyers. One such client didn’t think he needed any more insurance. “I thought I had what I needed,” he says. “Then Lois pointed out all the things I had that were not that beneficial and where she could do better.”
SOLUTION:
He was immediately impressed by our thorough fact-finding and information gathering process, presented in a clear, concise chart: what he had versus what others were offering, as well as costs. “I could see how I was not being serviced the way I should be,” he says.
Lois Warren & Associates’ clear, analytic approach appeals to him and others in the legal profession. He notes “As a lawyer, that’s what you do – you analyze and approach things from an intellectual perspective. And when you present that way, you’re presenting to your audience exactly the way they approach issues and problems themselves.”
RESULT:
As recommended, he ended up switching products to another insurance company with coverage better suited to him and has since referred Lois Warren & Associates to several colleagues.
