Bertram Insurance Service

01/13/2026

I see so much on online about sales - growing pipelines, prospecting, closing deals, the list goes on with tactics and strategies. But sales is only the beginning!

Don't get me wrong, I love sales. I thoroughly enjoy the process of working with people and developing relationships. Bringing solutions to the table and ultimately winning the deal. It feels good and it’s exciting to earn a new client, but the real work and long-term relationship comes with delivering on the promises made - the service.

There is very little talk here about the service relationship. In my opinion, service is where the real WIN is.

Service can make or break that deal that was so hard fought to win.

It’s the difference between long-term predictable revenue or chasing after that next deal to replace a client because they left for better service.

Here are a few quick ways to show up and make sure your service offering sets you apart from your competition:

✅ Be very clear on how you service an account throughout the year. Calendar preset check-in dates and identify the deliverables at each touchpoint. Share the calendar with your client so they can see what meetings and topics are on the horizon. The proposed meeting dates make you look extra organized and way ahead of the game.

✅ Be prepared for the extremes. Let your clients and prospects know the worst case scenarios and how you strive to stay one step ahead. Give clear examples of how you mitigate disruption for common issues and provide prompt resolutions. Your client wants to feel taken care of before anything even happens - and adverse things always happen at some point.

✅ Be overly detailed and direct in your communication. Don’t be vague in your exchanges with 1 sentence emails like “let me check”, but rather let your clients know exactly what you are going to do, what you expect the resolution to be, and how and when you will follow up with them regardless of the outcome. Clarity is key and it instills confidence.

Working these practices into your offering are just a few ways to show up and make service the cornerstone of your organization.

❓ What are some service practices your organization utilizes to set yourself apart?

01/08/2026

Securing coverage for multifamily real estate and investment properties has it's own challenges. We strive to make the process as straight forward as possible with a simple application and proposal with side-by-side coverage comparisons of the options available. Binding is quick and easy.

Get the best of both worlds - competitive coverage options and excellent service. Learn more about our property coverage offerings and get a quote for your property today > https://bertraminsuranceservice.com/business-insurance/commercial-property-insurance/

01/06/2026

Paylocity is a great partner of ours. We believe they have some of the best payroll and HR tech out there for small and medium size businesses.

Check out this case study they published on how they helped 5 Guys streamline their operations.

Rockham 5G transformed scattered HR and payroll processes into a single, seamless system with Paylocity.

10/09/2025

California small business health insurance premiums are projected to rise dramatically, with initial reports suggesting an average rate increase of 10.3% for 2026.

Check out the news and plan ahead > https://bertraminsuranceservice.com/blog/2025/10/04/brace-for-impact-how-californias-2026-small-group-medical-rates-threaten-small-business-budgets/

For business owners and HR professionals, the road ahead for California's 2026 small group medical rates is looking bumpy. With premium rates on the rise and the future of federal subsidies hanging in question, your company's healthcare budget is facing a perfect storm of uncertainty. This year's sh...

10/09/2025

Now is the perfect time for small business owners to take a look at your cybersecurity procedures and be sure you are prepared for any kind of electronic threat or attack.

Check out some tips on how to keep your company secure >

Even if you run a local coffee shop, a small office, or a growing service business, cybersecurity should be just as important as locking your front door at night. Hackers don’t just go after big corporations, they also target small businesses which are actually their favorite victims! Why Cybersec...

05/04/2025

05/01/2025

Beautiful day down at the Dan Point Shipyard. Checking out the boats and meeting some of the people down here!

05/31/2020

For over 40 years Bertram Insurance Service has been protecting your assets and ensuring your business moves with certainty.

Connect with is to know more about Ocean Cargo Insurance and how we keep your assets covered.