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Valuing Your Customers: Part II

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JackBurke
VALUING YOUR CUSTOMERS: PART II by Jack Burke The previous article discussed the purchase of a new television and my impatience when it came to waiting for delivery. I can now report that...

What About The Yearly Account Review?

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CMEditor
WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...

What Does IMSA Mean To You, The Agent?

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CMEditor
WHAT DOES IMSA MEAN TO YOU, THE AGENT? by Richard Weber The Insurance Marketplace Standards Association (IMSA) is one of the more important developments in the Life insurance industry d...

Knowing what customers expect may be the most important key to successful selling. While every customer is interested in getting an appropriate price, many salespeople seem to think that price is the primary issue. As a result, they lead with price and seem to base most of their sales presentation on cost issues.

What's A Soundbite?

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CMEditor
WHAT'S A SOUNDBITE? by Janine Reid 'I did not inhale.' 'I am not a crook.' 'Yeah, we've had fatalities before, but this is a dangerous bus...

Why Are We Always Behind?

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CMEditor
WHY ARE WE ALWAYS BEHIND? by Pegi Flahault The staff is always running behind, and you can't seem to find a solution. Before the solution can be determined, the cause must be identified. One po...

Why Procedures?

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CMEditor
WHY PROCEDURES? by Grace Bauer I often hear, 'Why does our agency need procedures? We've been in business this long without them.' If you can answer 'yes' to any of the followin...

Withholding

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CMEditor
We aren't born to withhold; we had to learn this behavior. And if we learned it, we can unlearn it. Mitch Axelrod teaches you how to become more aware, more conscious of how, what, and from whom you withhold.

Work Flow Procedures Manual- Commercial New Business Procedure

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CMEditor
COMMERCIAL INSURANCE NEW BUSINESS PROCEDURE 1. Change computer file from prospect to customer if necessary and update information in customer's computer file. 2. Input coverage and...

Work Flow Procedures Manual -Personal Endorsement Procedure

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CMEditor
PERSONAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the CS...

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