Episode 442: From Disruption to Opportunity: Mastering the Art of Client Retention with Troy Korsgaden
In this episode of The Above The Business Podcast, Bradley sits down with Troy Korsgaden, a globally recognized insurance carrier consultant, speaker, and author. With over three decades of experience in consulting and training executives, agents, and brokers, Troy shares his expertise on the importance of customer acquisition, ascension, and retention—the three pillars of business growth.
Troy explains why businesses in every industry, from insurance to remodeling to retail, must focus on deepening relationships with their existing customers rather than relying solely on new client acquisition. He introduces the concept of "everboarding"—a continuous engagement strategy that ensures customers think of you first when they need your services.
Bradley and Troy also dive into how businesses can move beyond transactional sales and create long-term value for clients. Whether it’s selling additional products, increasing coverage limits, or simply staying top-of-mind through frequent touchpoints, Troy shares practical ways to build trust and drive sustainable growth.
Troy also discusses his magazine and online community, designed to provide insurance professionals with tools, resources, and insights to navigate industry changes successfully.
Connect with Troy:
📖 Get his magazine & book – korsgaden.com/community
📚 Check out his books & resources – korsgaden.com
Rate & Review
Subscribe to Above the Business for more insights from industry leaders who are transforming the way businesses operate. If you enjoyed this episode, leave a review and share it with a fellow business owner!
Thanks to our sponsors...
BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass when you visit www.blueprintos.com!
Autopilot Recruiting is a continuous recruiting service where you’ll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.
Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.
TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees’ time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about them on The Above The Business Podcast. https://todayapppro.com/
Club Capital is the ultimate partner for financial management and marketing services, designed specifically for insurance agencies, fitness franchises, and youth soccer organizations. As the nation's largest accounting and financial advisory firm for insurance agencies, Club Capital proudly serves over 1,000 agency locations across the country—and we’re just getting started. With Club Capital, you get more than just services; you get a dedicated account manager backed by a team of specialists committed to your success. From monthly accounting and tax preparation to CFO services and innovative digital marketing, we’ve got you covered.Ready to experience the transformative power of Club Capital? Schedule your free demo today at club.capital and see the difference firsthand. Don’t forget to visit club.capital and mention you heard about us on the Above The Business podcast!
