|
|
|
|
|
|
CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
|
|
|
|
|
|
This content has not been rated yet.
CRM OR MARKETING? by Patricia Czech Customer relationship management is a broad term that includes everything from call center routers to complex analytics, and budget allocations and d...
This content has not been rated yet.
CRM: THE 80/20 RULE by Patricia Czech Have you heard about the 80/20 rule of customer relationship management (CRM)? Many vendors and consultants are using this rule as a popular sales p...
This content has not been rated yet.
CROP AND HAIL INSURANCE Dear (Customer Name): IT'S NO 'SMALL POTATOES' LOSS . . . when you lose most or all of a crop. Whether it's a flood, hailstorm, deep freeze, or other misfortun...
This content has not been rated yet.
The 'Jones Agency' (a fictitious name for a real agency) presented itself as a Multi-line P/C agency. 'Auto-Home-Life-Health-Business Insurance' were proclaimed on its...
1 Verified Reviews - 5 of 5.0
CROSS-SELL LETTER Dear (Customer Name), We have enjoyed the privilege of handling your Auto insurance and wanted to write about why we hope you'll consider using our agency for your Homeowners cove...
This content has not been rated yet.
As an independent agent, you enjoy a unique potential to cross-sell financial services to your clients. Here’s how to take advantage of this opportunity.
This content has not been rated yet.
CROSS-SELLING TO CLIENTS TELEMARKETING SCRIPT Producer: Hi, (CLIENT NAME), this is (NAME) from (ABC AGENCY). How are you today? The reason I called is because when (ABC AGENCY) began han...
This content has not been rated yet.
CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...
This content has not been rated yet.
CSR COMPENSATION MANUAL INTRODUCTION You've hired a new Customer Service Representative (CSR). He/she may not have technical insurance knowledge, but it doesn't...
This content has not been rated yet.
I have always been a believer that the best salespeople we have working for us are our clerical staff. The biggest problem seems to be our lack of proper motivational tools to excite them into selling. I have attempted to change their method of thinking, and although our program is in its infancy, it appears to be a step in the right direction.