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personal lines
Articles tagged with personal lines
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The sale of Life insurance to Personal Lines Property/Casualty customers has long been an issue with traditional independent insurance agents and brokers. There are very few agencies that haven’t tried, at one time or another, to develop a program to cross-sell Life, Health, or Disability to existing customers. Many agencies have even hired a “Life Person,” only to end up with a big expense and little income to show for the effort. This has only added to the frustration of the agency owners. So what’s the answer?
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INSURANCE COMPANIES AND AGENCIES: THE PARTNERSHIP DREAM by Carol Hammes A proven way to develop a mutually beneficial relationship with your carriers. Most insurance companies have ...
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INTELLIGENCE AND MARKETING by Al Diamond 'Some agents wouldn't dig for gold even if you guaranteed them a strike!' Does any insurance agent truly believe that there is LESS Personal or Comm...
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When I ask agency owners this question I get mixed responses that fall mainly into three categories:
“No, but we have not changed our website in years and need to ASAP and get more traffic
“No. We spent a lot of money and time on a recent redesign, but we are not getting the results we expected.”
“Well, we recently redesigned and we like the look of it, it’s cool, but it doesn’t seem to be working for us in terms of traffic.”
The common theme among all of them is this ROI – “We are not getting great results.”
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JOB DESCRIPTIONS JOB DESCRIPTIONS A. MANAGEMENT B. ACCOUNT EXECUTIVES C. SALES CENTER D. CUSTOMER SERVICE E. ADMINISTRATIVE F. LIFE G. USER-C...
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KEEP CONTROL OF THE AGENCY UNDER CONTROL by Grace Bauer In these times, agency principals and owners are working lean. It's difficult to find good help, and agency numbers force com...
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KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...
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Just as the Personal Lines lead form opens the door of opportunity for the Life producer, the Commercial Lines lead form generates potential business.
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This is not the time to be passive about company relationships. If you want to stay in business, you must develop and maintain strong company contacts. As you continue to court new markets, also devote time to enhance relations with your current carriers. Remember, decisive interaction with company personnel is a powerful tool in agency-company relations.
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MAKE MEETINGS WORK This seven-part recommended agenda should be followed at each meeting. Adaptation will be necessary by department, but the general content and structure should be similar for...