Cliff Murch

Cliff Murch has spent his career working closely with the sales, marketing, underwriting, and finance organizations of several large group insurance and retirement carriers designing and implementing business and broker intelligence capabilities, traveling across the country meeting with sales teams and broker partners; these proven capabilities have been employed to generate millions of dollars of sales revenue. He has recently founded and now offers consulting services related to these marketing and sales strategies to insurance carriers as well as brokerage firms of all sizes through his consulting firm Insight 360, LLC.

2 min read

Cliff's Insights Playbook # 9: How to Identify Common Customers

Eliminate Missed Opportunities: Identify and Leverage Common Customers In the group benefits industry, many carriers and brokers offer multiple products to employers using different administrative systems and CRM (Customer Relationship Management)...

Read More

3 min read

Cliff's Insights Playbook # 8: Turning Disruption into Opportunity

Leveraging Benefeature and AskGMS During Insurance Mergers and Acquisitions In today’s dynamic insurance environment, mergers, acquisitions, and...

Read More

2 min read

Cliff's Insights Playbook # 7: Build a Broker Business Plan

Struggling to evaluate broker performance and potential? Creating a formal broker business plan is a proven and proactive approach to prepare for...

Read More

3 min read

Cliff's Insights Playbook # 6: Know Your Employer

You just received an RFP for a 500-life employer group. How will you quickly identify and seize this opportunity? Proactively identifying...

Read More

4 min read

Cliff's Insights Playbook # 5: Know Your Broker

Who is your "best" broker? Are you sure? Have you based that on feeling or facts? Having a 360-degree view of your broker – market presence, new...

Read More

3 min read

Cliff's Insights Playbook # 4: Using Facts, Data, and Logic to Manage Your Territories

Managing a sales territory effectively can be a challenge; even more so if you are basing your assessments solely on qualitative or subjective...

Read More

3 min read

Cliff's Insights Playbook # 2: Growing Profitable New Sales Through Effective Prospecting

"How can effective prospecting deliver profitable new sales?" Prospecting for new business can be a frustrating and time-consuming process for...

Read More

4 min read

Cliff's Insights Playbook #1: For the Carrier: Increasing Broker Penetration

"How much new sales revenue could this generate, anyway?" $15 Million of New Annualized Sales Premium in the First Year! Let’s just do some simple...

Read More

1 min read

Cliff's Insights: Upcoming playbooks

ATTENTION INSURANCE CARRIERS, BROKERS, AND ACCOUNT MANAGERS!

Read More