Jeff Toister — The Service Culture Guide

  • About
  • Speaking
  • Books
  • Training Videos
  • Resources
    • Customer Service Tips
    • Tools and Worksheets
    • Blog
  • Contact
  • About
  • Speaking
  • Books
  • Training Videos
    • Customer Service Tips
    • Tools and Worksheets
    • Blog
  • Contact
Banner-template-1.jpg

Inside Customer Service blog

The Inside Customer Service blog features tips, trends, and analysis that can help you unlock your customer service team's hidden potential. 

  • Customer Service Tips
  • Tools and Worksheets
  • Blog
  • All
  • Building Relationships
  • Exceeding Expectations
  • Solving Problems
Andrew Uber, managing director of Culture Insurance Services.

How Culture Insurance Services Uses Culture to Help Clients

Jeff Toister March 7, 2019

Andrew Uber, managing director of Culture Insurance Services, hosted a customer service meetup last month at the company's office just outside of San Diego, California.

It was an informal gathering of Customer Service Tip of the Week subscribers. The idea was to meet in person, share some ideas and best practices, and learn something new.

Uber gave a presentation about how Culture Insurance Services uses its unique culture to differentiate itself in a crowded market. The company is a broker that sells business insurance policies ranging from health insurance to corporate liability.

One thing that struck me is how closely Culture Insurance Services follows the steps outlined in The Service Culture Handbook. Here's a summary of what I learned.

Codify the Culture

Culture is a shared way of acting and believing. Organizations with intentional service cultures take the time to clearly define how people should work to serve customers.

I call this a customer service vision, which is a shared definition of outstanding customer service that gets everyone on the same page. The vision can take many different forms in a company, including its mission, vision, or values.

At Culture Insurance Services, a set of eight values serve as the company's customer service vision. 

The Culture Insurance Services values.

Uber shared that the values were created by examining two things. 

The first was the company's aspirational culture. This is how people think and act when the company is at its best, and the aspiration is to work this way more consistently. 

The second source of inspiration was the values of well-known and admired customer-focused companies. For example, Uber told us that "Love Others" was inspired by the love theme that Southwest Airlines is famous for.

There's a word of caution here.

It's fine to draw inspiration from other organizations when defining your own culture, so long as the elements you adopt ring true for your company or team. Trying to copy another company's culture doesn't work because every organization has its own unique essence. 

The bottom line is your customer service vision will only truly work if it's authentic. Culture Insurance Services seems to have done a nice job doing that.

Take Action: You can create your own customer service vision with this step-by-step guide.

Create Stories

Stories are a powerful way to communicate your customer service vision to employees. This can help them understand the culture through specific, concrete examples.

One of Culture Insurance Services' clients was a tree trimming service that found itself losing a lot of key employees. Many of the employees took customers with them when they left, costing the company a 20 percent drop in revenue.

Following the core value of "reject passivity," Culture Insurance Services helped its client diagnose the root cause of high turnover. The analysis revealed that only 40 percent of employees were participating in the company's health benefits. The company offered a great plan, but the company only covered 50 percent of the premium. The employee's contribution was more than many employees felt they could afford.

The solution was to find another option that still offered good coverage, but was more affordable. The company covered 75 percent of the new plan, which dramatically lowered employees' costs. When the new plan rolled out, 27 percent of employees who were previously uninsured enrolled in health insurance coverage and the client stopped losing key people.

This story is an instructive example that can help other Culture Insurance employees understand what it means to "reject passivity" when working with a client. Stories like this can make vague-sounding values seem specific and actionable.

Take Action: Collect stories and examples of your customer service vision in action. They don't have to be over-the-top hero moments where an employee runs into a metaphorically burning building and saves a bag full of puppies. Everyday actions actually work better because they are things that can be implemented immediately.

Engage Employees

An engaged employee is someone who understands the customer service vision and is committed to helping achieve it.

Measuring employee engagement isn't relegated to an annual survey. You can evaluate whether an employee understands the vision and is committed to helping achieve it through regular communication.

At Culture Insurance Services, leaders consistently engage employees around the eight core values. They're shared with new hires, discussed in company meetings, and even posted on the company website.

Uber explained how the values play an important role in giving employees feedback. One-on-one coaching sessions revolve around how well employees' actions align with the values. Recognition is given when an employee does something that's consistent with the values (i.e. they're engaged), while constructive feedback and encouragement is shared when an employee does not follow the values (i.e. they're disengaged).

Take Action: Use your customer service vision as the basis for one-on-one employee feedback. It becomes a built-in employee engagement barometer.

Conclusion

One of the hallmarks of customer-focused organizations is the unique culture is codified through a simple statement or set of values, it's explained through stories and examples, and employees use the culture to guide their daily actions.

You can work through the process with your own organization or team by downloading this toolkit.

Tagsservice culture, Culture Insurance Services
  • Inside Customer Service blog
  • Older
  • Newer

Search by Keyword

Popular Topics

  • Customer Service Vision

  • Employee Engagement

  • Customer Service Surveys

  • Hiring for Culture Fit

  • Employee Empowerment

Recent Posts

Featured
Managing Customer Expectations.png
Mar 29, 2025
Training plan for Managing Customer Expectations
Mar 29, 2025
Mar 29, 2025
Internal Customer Service.png
Feb 21, 2025
Training plan for Serving Internal Customers
Feb 21, 2025
Feb 21, 2025
Customer Service Icebergs.png
Jan 16, 2025
Understanding the Iceberg Issue in Customer Service
Jan 16, 2025
Jan 16, 2025
5-5-5 blog post.png
Dec 12, 2024
Train customer service skills faster with 5-5-5
Dec 12, 2024
Dec 12, 2024
Phone-Based Customer Service.png
Nov 14, 2024
Training Plan for Phone-Based Customer Service
Nov 14, 2024
Nov 14, 2024

Books

Cover image of The Service Culture Handbook

Recognition

ICMI Top 25 Thought Leader badge
Badge honoring best customer service trainers in the world.
Top 50 Customer Experience (CX) Influencer for 2021
Unymira Top 20 CX Influencer badge
ProcedureFlow Top 30 Contact Center Influencer badge
LiveHelpNow top CX Influencer Award
cx-award-logo-e1527014824753.jpg
Netomi CX thought leader badge
SurveySensum Top 150 Global CX Thought Leader badge
Customer Service Influencer Award, FitSmallBusiness
customer-service-blog-550x550.png
MVP2018_badge_winner_CCC.png

Let’s Get Social

linkedin-unauth instagram-unauth youtube-unauth
  • The Service Culture Guide

Copyright © 2025, Toister Performance Solutions, Inc. Privacy Policy

Jeff Toister — The Service Culture Guide

Toister Performance Solutions helps customer service teams unlock their hidden potential. Services include helping companies develop customer-focused cultures, voice of customer programs (i.e. surveys) and customer service training. 

linkedin-unauth instagram-unauth youtube-unauth