insurance

Articles tagged with insurance


Upgrade-Total Account Review

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UPGRADE-TOTAL ACCOUNT REVIEW Dear (Customer Name): When we first wrote your Auto insurance policy, we custom-tailored the coverages to fit your needs at that time. We helped you choose coverages...

Upgrading Personal Liability Policy After Review

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Dear (Customer Name): You've always trusted my advice because I've worked with you.

Using A Small, Handy Gift

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USING A SMALL, HANDY GIFT Have you ever gotten a little promotional gadget in the mail that turned out to be so handy, you wondered how you ever functioned without it? Bottle openers, ov...

Using Publicity To Enhance Your Agency's Image

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USING PUBLICITY TO ENHANCE YOUR AGENCY'S IMAGE by LuNell Gilliland As money gets tight, many agencies instinctively react by cutting back advertising. To save money, they decrease the si...

Using The Phone

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USING THE PHONE by Mary Beth Bolen When your phone rings, you may or may not know who is at the other end of the line; you'll only know for sure if you have a receptionist skilled in the art of...

Valuation And Structuring Of Business Combinations

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VALUATION AND STRUCTURING OF BUSINESS COMBINATIONS by Carol Hammes There are three key elements that must be considered when valuing and structuring a business combination between insurance agen...

Valuing Your Customers: Part II

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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 Business Are You Really In?

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WHAT BUSINESS ARE YOU REALLY IN? By Chris Burand What business areyou in? Examine this question carefully in this document by Chris Burand. A paradigm shift in focus from sellin...

What Do Customers Want?

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WHAT DO CUSTOMERS WANT? by Chris Burand Visitors to www.ebix.com , an insurance portal Web site, were asked what their top concern was in purchasing insurance. As many as 56% of respond...

What Is A Salesperson’S Job?

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Is selling the same as prospecting? Is selling the same as quoting?

No to both questions. In the insurance business, selling is comprised of two components, but neither of them involves prospecting or quoting.

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