LIFE INSURANCE: AN AGENTS TUTORIAL by Richard Weber Compared with Homeowners or Auto, clients tend to have different expectations when it comes to their Life insurance. Will you ...

LIFE GUIDE FOR P/C AGENCIES: MODULE I LIFE OPERATION OPTIONS INTRODUCTION When you decide to establish a Life operation in your P/C agency, you have different fi...

LIFE/HEALTH E&O AVOIDANCE by Sheri Pontolillo These guidelines for managing Life/Health E&O exposures also apply to any independent agency. Offering Life and Health insurance in...

LOSS CONTROL SERVICES LETTER Use this letter to prospect for offering loss control services. Dear CUSTOMER NAME: If you read the newspapers, you know the problems that most...

MACHINE SHOPS - 'WHY EXPLAIN YOUR BUSINESS?' Dear (Customer Name): (Your Agency Name) knows that in your business, a jig isn't a dance, die isn't the singular for dice, and bar stock doesn't re...

MACHINE SHOPS - CUSTOMIZED INSURANCE PLAN Dear (Customer Name): A machine shop is a specialized business and carries its own unique risks. Machine shops are more vulnerable to fires, with a number o...

MAILING LIST MANAGEMENT by Monica Woldring The uses of mailing lists are many and varied. Some of the most common uses in the insurance industry include sending letters to clients, newsle...

A few months ago, a client came to us with a last-minute project that required the services of...

“Moments of truth” occurs whenever CSRs and producers talk to a customer on the phone or in person. It’s important that each member of the agency be prepared for this contact. The impression left with the client or prospect will determine their future relationship with your agency. Because the ultimate goal of any business is to obtain and retain customers, it’s essential for you to create the proper image at the moment of truth. Some of the key factors in managing the moment of truth are:

MANAGING AN AGENCY IS MORE CHALLENGING THAN PEOPLE THINK! by Curtis Pearsall One of the nice things about writing articles about E&O loss prevention is that you dont have to look too ha...