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CSR: Hello, (PROSPECT NAME). This is (NAME) from (ABC AGENCY). (PRODUCER NAME) looks after your Commercial business...
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HOMEOWNERS/RENTERS/CONDOS YES NO ...
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With the free household inventory booklet we're offering, you can easily list every item in your home, along with its value.
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HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...
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HOW A CSR CAN ASK CLIENTS ABOUT LIFE INSURANCE A group of Los Angeles gang members recently were taken rafting on the Colorado river. Street-smart toughs suddenly became timid boys fearful of...
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Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...
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HOW DO YOU HANDLE CLIENT COMPLAINTS? by Bill Cates In this extended hard market, the chances of having a client complain to you have increased. Although I assume that you work hard to ...
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Use this proven method to measure the effectiveness of your clients’ risk management programs.
Loss control programs play a key role in helping your clients manage their risks. Although these programs offer significant benefits, calculating their impact can be difficult.
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HOW TO BUILD YOUR PERSONAL LINES BOOK, PART II by Peter Van Aartrijk Personal Lines competition continues to intensify, as more and more players enter the marketplace. However, independent a...
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PERSONAL PRESENTATION
One of the things that can irritate an already upset person is your personal presentation. If they feel that your grooming and dress are unprofessional or inappropriate, they're more likely to hassle you. Some areas of personal presentation, if not seen to, might have a negative influence on an upset person. Check to make sure that your:
Hair is clean, brushed or combed, and well kept.
Clothing is pressed, neat, clean, and in good repair.
Breath is fresh.
Hands and fingernails are clean, with no chipped polish.
Face is shaved, or mustache/beard is neatly trimmed.
Makeup is applied neatly, moderately, and appropriately.
Stockings are run-free.