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FIVE STEPS TO MARKET RESEARCH by Patricia Berry Patricia Berry offers five market research tactics that can help ...
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Are you using video to connect with prospects, clients, referrals, and potential alliances? Did you know that a website...
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FORMING RICHER CLIENT RELATIONSHIPS: THE CRM SOLUTION by Patricia Czech In the shallow end of the pool, the little tykes are splashing around with their water wings. You wade in waist h...
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FOUR QUICK HIT REFERRAL IDEAS by Bill Cates Every time I host a Referral Champions Boot Camp, I walk away with great ideas from the attendees - and the latest camp was no excep...
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FRANKLIN, TENNESSEE, FLOODING & THE SOCIAL WEB Steve Anderson You might have heard on the news that a massive storm system parked over middle Tennessee in mid-May. This storm dropped 10'...
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Dear (Customer Name), You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your business. We also want to...
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FRIENDLY COMPETITION by Don Phin In his book No Contest: The Case Against Competition, Alfie Kohn stresses that competition in an organization can become destructive unless it results in ...
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FROM BUSINESS INSURANCE TO FAMILY INSURANCE by Preston Diamond Every Commercial account represents an opportunity to cross-sell Personal Lines to key employees. To help you get your sha...
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FURNISHING MVRS TO CLIENTS COULD BE HAZARDOUS TO YOUR E&O POLICY! by Mike Edwards Clients, especially Commercial clients who hire drivers, often ask their agent to furnish them with...
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Dear (Customer Name), I would like to review four different areas of commercial insurance with you. First, you are aware of the tremendous rise in replacement...