IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

Customer Service

Customer Service: Whom Should You ‘Wow’?

This content has not been rated yet.

CMEditor
CUSTOMER SERVICE: WHOM SHOULD YOU lsquo;WOW? by Steve Anderson Ive been reading quite a bit lately about how to create a customer experience that will WOW clients and k...

Customer/Prospect Correspondence

This content has not been rated yet.

CMEditor
CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...

Customers: ‘If You Serve Them, They'll Serve You'

This content has not been rated yet.

JackBurke
CUSTOMERS: lsquo;IF YOU SERVE THEM, THEY'LL SERVE YOU ' by Jack Burke It has become abundantly clear that merely surrounding good product with quality service at competitive rat...

Customers: Complexity, Intangibles, And Insurance

This content has not been rated yet.

CMEditor
CUSTOMERS: COMPLEXITY, INTANGIBLES, AND INSURANCE by Chris Burand During the past few months, regulations have been proposed that would require agents and brokers to provide clients co...

Database Management: Working With Contact Information

This content has not been rated yet.

CMEditor
DATABASE MANAGEMENT: WORKING WITH CONTACT INFORMATION by Steve Anderson These two tools can help keep your database up to date. CAPTURE CONTACT INFORMATION Although the Inte...

Dealing With The Public

This content has not been rated yet.

CMEditor
DEALING WITH THE PUBLIC Here's a real-life scenario from a CSR (KM) who felt she couldn't work with people effectively. After having worked in a large brokerage house in the same geographic a...

Defeating Customer Loyalty

This content has not been rated yet.

JackBurke
DEFEATING CUSTOMER LOYALTY by Jack Burke Its not the big things that will cost you customers. Quite frequently, its the small things that drive people into the arms of you...

Define Service To Your Customers

This content has not been rated yet.

CMEditor
DEFINE SERVICE TO YOUR CUSTOMERS SERVICE ABOVE AND BEYOND Most agents, when asked by the consumer why he or she should do business with them, will say, 'Because we give great service.' But w...

Designing Effective Surveys

This content has not been rated yet.

CMEditor
DESIGNING EFFECTIVE SURVEYS by Mike Manes This is the latest in a series of articles on organizational management and leadership by Mike Manes. The first article created a Management ...

Developing Broker Services Agreements

This content has not been rated yet.

CMEditor
DEVELOPING BROKER SERVICES AGREEMENTS by Gary Griffin This document by Gary Griffin illustrates the detail with which you can draft a broker service agreement and paves the way for you ...

Search Articles/Libraries 
Select a Category
Choose a Content Package