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Letters of Recommendation

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CMEditor
Third-party endorsements inspire confidence and increase your credibility. Make letters of recommendation part of your marketing mix. In this document, Bill Cates tells you how and when to ask for letters of recommendation.

Leverage Your Time!

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LEVERAGE YOUR TIME! by Mitch Axelrod Time is the most important leverage point because, next to our health and loved ones, time is our most precious resource. Once we use it...

Life Guide For P/C Agencies Introduction

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LIFE GUIDE FOR P/C AGENCIES INTRODUCTION OVERVIEW This Guide has been created to help you, the P/C agent, establish a systematic, profitable marketing program fo...

Loss Control Services Letter

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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...

Lost Account W/Questionnaire

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LOST ACCOUNT W/QUESTIONNAIRE With the lingering image problems suffered by everyone in the financial services area, our industry is in particular need of focusing more sales dollars on e...

Love Them Or Lose Them: Customer Retention In Action!

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LynnThomas
LOVE THEM OR LOSE THEM: CUSTOMER RETENTION IN ACTION! by Lynn Thomas Here's the bottom line for retaining customers: You have just one choice -- Love your customers or lose them. Peri...

Make Sops Sop

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DonPhin
Over the years, we’ve stressed the benefits of having standard operating procedures (SOPs) for everything that a business does. As a reminder, here are nine reasons why SOPS make sense.

Managed Marketing: Effective Follow-Up Is Key To Marketing Success

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

Managing Personal Lines

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MANAGING PERSONAL LINES by Carol Hammes Continuing fierce competition in commercial lines is making the personal lines niche look much more attractive to those agencies searching for viable growth...

Managing Small Accounts

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MANAGING SMALL ACCOUNTS by Carol Hammes Most independent insurance agencies consistently receive between 15% and 25% of their total revenues from their 10 largest accounts. If you think that your ...

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