|
|
|
|
|
|
client
Articles tagged with client
|
|
|
|
|
|
This content has not been rated yet.
APPROACHING FRIENDS FOR REFERRALS: II by Bill Cates How do you approach friends, and others, about the work you do to get referrals? How can you go back to clients who have given ...
This content has not been rated yet.
ARE RACETRACKS SUSTAINABLE? by Mike Manes Although Insurance middlemen continue to do well, the landscape has already changed. If the industry doesnt adjust now brokerages will fal...
This content has not been rated yet.
ARE YOU GIVING YOUR CUSTOMERS WHAT THEY WANT? by Al Diamond The first question is 'Do you know what the customers want?' If your answer is 'They always want the lowest ...
This content has not been rated yet.
FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 3 Q: I'm currently working on a case that has several named defendants. Recently, I received a telephone call from an investigator who h...
This content has not been rated yet.
ASKING QUESTIONS: IT'S AN ART by Mary Beth Bolen Different types of questions require different types of responses. In your daily dealings with customers, it's important for you to know the ...
This content has not been rated yet.
ASKS FOR REFERRALS Dear (Customer Name): You've been a valued customer for years at (Your Agency Name). As a discerning client, you recognize quality service. (Your Agency Name) is concerned w...
This content has not been rated yet.
ASSESSING YOUR FIRM'S RESOURCES by Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite c...
This content has not been rated yet.
Information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Laura Nettles tells you how to manage your work intelligently when everyone is expecting an immediate response.
This content has not been rated yet.
BAD TIMES CAN LEAD TO GOOD SALES Life insurance products are necessities, of course, in good times or bad. In addition to selling annuities, there are two easy steps that Life producers can take in ...
2 Verified Reviews - 5 of 5.0
BANKS: IF WE CAN'T BEAT 'EM, SHOULD WE JOIN 'EM? by Patty Vaughn The Supreme Court decision, Barnett Bank v. Florida Insurance Commissioner, has created a plethora of new partnerships. T...