CompleteMarkets Editor

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Commercial And Personal Lines Prospecting Letter

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COMMERCIAL AND PERSONAL LINES PROSPECTING LETTER Dear (Customer Name), I'm dropping you a simple note today to say one simple thing: WE WANT YOUR BUSINESS!! And that we're more than willing to g...

Commercial Insurance: Cancellation Procedure

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Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.

Commercial Lines Deregulation: E&O Friendly?

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COMMERCIAL LINES DEREGULATION: E&O FRIENDLY? by Curtis Pearsall It's evident that many state legislatures are taking up the issue of Commercial Lines deregulation. There are many benefits to d...

Commercial Lines Disability

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Dear (Customer Name): You've purchased Life insurance for key employees because you know it could mean financial disaster for your company if you were to lose someone...

Commercial Lines Insurance Checklist

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COMMERCIAL LINES INSURANCE CHECKLIST by Jack Fries Use this checklist by Jack Fries to see which Commercial Lines coverages your clients have, those that they need, and those that you write. ...

Commercial Lines Marketing Plan: Part I

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Successful marketing of Commercial Lines requires a detailed plan. The first step is to assess where you are right now. In this first of a three-part series, Jack Fries examines the preliminary steps that an agency should take in marketing Commercial Lines.

Commercial Lines Marketing Plan: Part Ii

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The previous article (Creating A Successful Plan For Marketing Commercial Lines Part I), presented information about the matrix of the agency book of business, the review of the book of for account development, and a review of company programs and products. In this second of a three-part series, Jack Fries focuses on selecting a proper market.

Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Commercial Lines Pre-Approach

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COMMERCIAL LINES PRE-APPROACH Dear (Customer Name), HOW WELL DO YOU KNOW YOUR INSURANCE? With so many demands on their time, many business owners find it difficult to learn enough about t...

Commercial Lines Prospecting Letter

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Dear (Customer Name), ARE YOU FED UP? By insurance, that is. If so, I understand. Quite frankly, so is the rest of the world. That's why... NOW,...

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