money

Articles tagged with money


Referrals: The VIPS Method

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First, I'll give you the bases to cover and then I'll give you a sample conversation (script) to show you how you can touch on all the bases. Don't worry too much about the words I use. If you like a turn of phrase, then, by all means, use it while also making this approach genuine by using your own words.

Rental Income

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RENTAL INCOME Dear (Customer Name): You'll collect your rents as usual this month, right? Maybe not, if you've had a loss by fire or other disaster. Your tenants may have nothing left to rent! If...

Responsibilities And Rewards Of Agency Ownership

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RESPONSIBILITIES AND REWARDS OF AGENCY OWNERSHIP by Carol Hammes Not everyone is cut out to be an agency owner. Some of the best producers and service reps either do not want to tak...

Restructure Personal Lines And Small Commercial Lines To Increase Profits

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In most agencies today, the total commission of a Personal Lines account will equal or exceed the commission of a Non-exception Commercial account. In this document, Jack Fries asks why you’d pay a CSR more money to handle a lower commission account.

Safety Association

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SAFETY ASSOCIATION Dear (Customer Name): Any time you buy a lot of one item, you save money. Perhaps you've wondered, 'Why shouldn't the same thing apply to insurance?' Well, now it does! Throu...

Sales Persons/Samples

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SALES PERSONS/SAMPLES Dear (Customer Name): THESE SAMPLES AREN'T FREE! You have a lot of money tied up in the samples your salespeople display. When they take their samples on the road, ...

Salvaging Your Investment After The Earthquake

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SALVAGING YOUR INVESTMENT AFTER THE EARTHQUAKE by John Barclay, Esq. The Northridge earthquake has resulted in billions of dollars of property damage. Insurance, private assistance, and public assis...

Secure A Company Appointment, Part I: Analyze The Need

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SECURE A COMPANY APPOINTMENT, PART I: ANALYZE THE NEED by Jack Fries This two-part article focuses on how to get the companies and markets your agency needs. Securing a com...

Selecting The Right Person For The Job!

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SELECT THE RIGHT PERSON FOR THE JOB! by Grace Bauer Choosing the wrong person for the job can lower morale, waste time ...

Self-Insurance

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SELF-INSURANCE Dear (Customer Name): SOMETIMES THE BEST INSURANCE IS LESS INSURANCE! You read correctly. It's called self-insurance. At (Your Agency Name), one of ( )'s leading insuranc...

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