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AN ADVANCED LESSON IN REFERRALS by Bill Cates Bill Cates explains how you can adjust your referral requests to the personality of your client or prospect. If youre familiar wi...
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ANALYZING CUSTOMER PROBLEMS by Mary Beth Bolen The best customers are your existing customers. Some agree with that statement and some don't. There are some customers you'd probably rather b...
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Dear (Customer Name): What can guarantee you income for life? Only an annuity, and (Your Agency Name) is a specialist when it comes to finding the right annuity for your particular needs....
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Dear (Customer Name): HOW MANY HATS DO YOU WEAR? Many apartment owners find themselves saddled with more work than they bargained for...
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APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...
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APPROACHING FRIENDS FOR REFERRALS: II by Bill Cates How do you approach friends, and others, about the work you do to get referrals? How can you go back to clients who have given ...
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Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was...
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ARE ANTIQUATED PHRASES HURTING YOUR BUSINESS? by Gary Blake As someone who travels from one insurance company to another teaching 'Effective Business Writing for Claims and Risk Managem...
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Are two salespeople better than one? Sometimes yes and sometimes no.
Well-planned, well-executed joint sales calls can impress customers, add additional value to the product or service you sell, close sales, and retain business. But when a joint call goes bad, the results can be disastrous.
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This article is adapted from the new publication The Survival Guide for the Evolving Insurance Crisis and the video Are You Ready for Insurance Dot Com?, both written and produced by Edward Curry. The article appeared in Missouri Agent magazine and is reproduced by permission.