CompleteMarkets Editor

Articles authored by CompleteMarkets Editor


Workplace Violence, Part 2

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WORKPLACE VIOLENCE, PART 2 by Bill Grieb Violence in society and the workplace seems to be increasing exponentially.Homicide is the third leading cause of death from occupational in...

World-Class Customer Service

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WORLD-CLASS CUSTOMER SERVICE by Diane Herbert and Pamela Millard What sets your agency apart? What do you do better than othe...

Would Your Agency Impress Vince Lombardi?

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Whether you watch the Super Bowl for the competitive drama or just for the commercials, Kevin Stipe asks you to consider these three similarities in strategy between championship caliber football teams and Best Practices insurance agencies.

Wrestling Profits From Small Commercial Accounts

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WRESTLING PROFITS FROM SMALL COMMERCIAL ACCOUNTS by Sharon Cunningham This article by Sharon Cunningham will discuss the difference between the agencies that handle small accounts because t...

Writing And Creating Your Agency's Business Plan

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WRITING AND CREATING YOUR AGENCY'S BUSINESS PLAN by Paige Proctor Use this proven, systematic approach to ...

X-Date Follow-Up Telemarketing Script

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The purpose of my call today is to ask you some questions about your present policy so I may provide you with a coverage and price comparison.

X-Dating Another Approach

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In Canada, they call them "expiry dates." In the U.S., they are called "expiration dates."

No matter what name they are given-"renewal dates," "anniversary dates," or any other name-one point is abundantly clear: People are more willing to change their agent or broker at renewal time than at any other time of year.

That is the way it has been in the past, particularly in Personal Lines, and surely that is the way it is going to be in the future.

X-DATING EFFECTIVELY

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X-dating is the name of the game. If you anticipate to grow; if you expect to even maintain last year's volume in this price cutting market; then you'd better believe X-dating is a must.

Expiration Date! Renewal Date! Anniversary Date! Call it whatever you wish. But without a pocket full of X-dates, you are "whistling Dixie" while some direct writer or, even worse, your fellow association contemporary, is marching off with your share of the market.

You Can Save Time And Have A Life

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YOU CAN SAVE TIME AND HAVE A LIFE by Grace Bauer Time: We don't have enough of it, do we? Are you still working those long hours? Intellectually, we may realize that life is too short, ...

You’Re Unique – So, Spread The Word!

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YOURE UNIQUE - SO, SPREAD THE WORD! by Maribeth Kusmeski If your agency were truly unique, your clients would be letting others know. Do they? If youre delivering...

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