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Commercial Lines

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 Program

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COMMERCIAL LINES MARKETING PROGRAM by Al Diamond This documentcovers issues as diverse as agency budgeting, how to post an effective classified advertisement, and marketing carr...

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,...

Convalescent And Nursing Homes - "A Risk Management Program"

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Dear (Customer Name): You are in a difficult business. You have a staff of professionals who are responsible for many ill and injured...

Cross-Selling: Are You Maximizing Your Income Potential?

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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-...

Develop A Strategy For New Business

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Developing new business is an integral part of every insurance agent’s regimen. There are endless ways to go about looking for new business. Jack Fries explains why successful agents must know how to focus their efforts to engage in the most efficient methods possible.

E&O Insights: Let Me Think About It …

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A client who utters these words might well be laying the groundwork for a nasty E&O claim. Consider this case:...

Eighteen Ways To Make Sure You Lose The Sale

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If more salespeople were as good at making sales as they are at losing them, they could write their own ticket just about anywhere. Unfortunately, just the opposite holds true.
It happens so frequently that it almost seems as if someone out there is training salespeople to fail. For example, the woman calling launches into her sales spiel. “Our station is a perfect fit for your client. When can we set up a time to get together so I can show you what we can do?”

Equipment Rental - "Complete Insurance Protection"

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Dear (Customer Name): All year round people rent home improvement equipment such as saws, drills...

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