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Articles tagged with customers
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EMPLOYEE PERFORMANCE EVALUATIONS by Troy Campbell The day of the annual performance review is the one you most look forward to during your work life. (Ha!) Systems for evaluating performance have b...
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ENCOURAGE A POSITIVE VIEW OF THE INSURANCE INDUSTRY by Mary Beth Bolen What are two 'facts' most customers 'know' about insurance? One, it costs too much. Two, if they make a claim, their po...
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ESTABLISH AN ORGANIZATIONAL STRUCTURE by Gary Holgate When analyzing the organizational structure of an independent insurance agency, you will find that there are four different general functions pe...
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ESTABLISH PROFESSIONAL IMAGE Dear (Customer Name): At (Your Agency Name), we have been providing quality service for more than ( ) years. We have more than ( ) customers in the area who have insuran...
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EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...
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EXCELLENT SERVICE IS MORE THAN A STATE OF MIND by E. Al Diamond When asked, 'What is your greatest strength?' most insurance agents will answer 'Excellent service.' Yet if all the age...
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EXEMPLARY MARKETING TECHNIQUES TEACH FUNDAMENTAL PRINCIPLES by George Nordhaus The basic lessons of marketing reveal that every product or service experiences three stages: innov...
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FIND OUT WHY YOUR CUSTOMERS LEAVE by Jack Fries It costs about five times more to obtain a new customer than to retain an existing one. Though companies spend thousands of dollars to cr...
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How do you know what to change to make your agency run better? You're proud of your accomplishments, but can't seem to make the progress you desire year-by-year. In this document, Al Diamond recommends that during your planning process, instead of focusing outwardly on your competitors, the industry, or the economy, try focusing inwardly instead.
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'We were all raised by mothers who told us we had one chance to make a first impression,' Sen. Christopher Dodd of Connecticut once said. He added, 'And a first impression can last you awhile.' It’s all about first impressions making them and responding to them.