Feeling lost? You need a Roadmap.
When I was in elementary school I would stay with my Grandmother when school was out. When there wasn't much keeping us busy, she would get a wild hair and decide we needed to go for "a drive in the country". There were generally only four directions we could go, so these outings always started familiarly enough. But there would come a point where the scenery was new, and roads were taken based upon the feeling she had in her gut. Thankfully Grandma had a strong memory, and remembered every turn we needed to take in order to get back where we started.
But the reality was that was always the intended destination; back where we started. We didn't end up in new destinations, we were always back in time to cook dinner. And for her purposes, that is all we needed.
However, if you're making decisions regarding a benefit program, "where we started" isn't a destination that you can always reach. And while familiar, it may not even be what you now need. You're not headed to where you started. You're heading for a different destination. You can wing it, or you can follow a Roadmap. That's where our process begins.
We start by getting an understanding on where you are today, and how you got there. Then we discuss where you want to go, and identify the resources that can help you along the way. Finally we 'draw the map' and help you plan how to get to that better destination.
If you want to find out what better looks like, and how companies get there, let's have a conversation.
- Matt
Matthew Estes is an insurance agent with active licenses in Alabama, Arizona, Arkansas, California, Delaware, Georgia, Indiana, Iowa, Missouri, Nevada, North Carolina, South Carolina, Tennessee, Vermont, Virginia, West Virginia, and Wisconsin. He's been advising businesses and individuals on insurance since 2007 and works out of Vinton, VA.
