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The Producers Firm is the home of the Financial Services Entrepreneur™. Our mission is to provide a culture where independent insurance agents thrive and succeed. Customer Rounding© is at the heart of this mission.

In the world of financial services, the relationship between financial professionals and their clients is paramount. At The Producers Firm, we understand that the foundation of a successful practice is not just meeting, but exceeding, client expectations through strategic and personalized interactions. This is where our proprietary Customer Rounding© strategy plays a crucial role.

What is Customer Rounding? Customer Rounding© is a strategic methodology developed by The Producers Firm to deepen client relationships and enhance loyalty. By conducting synchronized meetings that focus on identifying and addressing customers’ most significant financial fears and pain points, you not only boost satisfaction but also dramatically increase conversion rates.

This proactive approach is designed to uncover underlying client needs, educate the client on potential solutions provided by our Case Coaches©, and then guide them to making educated choices. This process will help convert, round, your customer into multiple lines of products and services making them a loyal client as opposed to a single product customer.