Partner, Capfi Employee Benefit Consulting
CurrentA focus on shifting back to making clients first. In today's market, there is much emphasis on agency revenue, expanding books, and overwhelming account management. Our main strategy at CapFi is to not only focus on client needs but also to laser in on our expertise--negotiating renewals, customizing plans, providing effective and needed resources/tools, and servicing our clients to the utmost. We are capping our book for a long term approach allowing us to give each client the deserved time… Show more A focus on shifting back to making clients first. In today's market, there is much emphasis on agency revenue, expanding books, and overwhelming account management. Our main strategy at CapFi is to not only focus on client needs but also to laser in on our expertise--negotiating renewals, customizing plans, providing effective and needed resources/tools, and servicing our clients to the utmost. We are capping our book for a long term approach allowing us to give each client the deserved time and trust. Show less