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

Prove It With Crm

This content has not been rated yet.

CMEditor
Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...

Provide Risk Management - Not Insurance!

This content has not been rated yet.

CMEditor
PROVIDE RISK MANAGEMENT NOT INSURANCE! by Chris Burand The future of your agency lies in offering risk management - not just insurance. THE PROBLEM: An August ...

Pulling New Clients To The Professional Services Firm

This content has not been rated yet.

JohnGraham
PULLING NEW CLIENTS TO THE PROFESSIONAL SERVICES FIRM by John Graham It's taken long enough, but the professional services field has discovered marketing or, perhaps more ...

Put Customers First

This content has not been rated yet.

CMEditor
PUT CUSTOMERS FIRST Without competition, producers would eventually become complacent and ineffective. Competition is necessary for growth. If salespeople had an exclusive product or service with ex...

Put Your Attitude Of Service Into Action

This content has not been rated yet.

CMEditor
PUT YOUR ATTITUDE OF SERVICE INTO ACTION: I by Bill Cates You know that client retention is every bit as important as acquiring new clients. Your 'attitude' of service becomes a '...

Put Your Marketing To The Test And See How You’Re Doing

This content has not been rated yet.

JohnGraham
PUT YOUR MARKETING TO THE TEST AND SEE HOW YOURE DOING by John Graham All marketers are liars. Because were all marketers of one thing or another, were all liars. To ...

Puttin’ On The Ritz — Building A Customer Service Culture

This content has not been rated yet.

CMEditor
PUTTIN ON THE RITZ BUILDING A CUSTOMER SERVICE CULTURE by Bill Wilson If youve ever stayed at a Ritz-Carlton hotel, Im betting that the experience was o...

Putting Successful Customer Service Into Practice

This content has not been rated yet.

CMEditor
Michael Treacy and Fred Wiersma's book, The Discipline of Market Leaders, presents a compelling explanation of why some companies continually outperform their competitors. Their thesis rests on this premise: If a company is going to achieve and sustain dominance, it must first decide where it will stake its claim in the marketplace and what kind of value it offers customers.

Quality Customer Service Do We Walk The Talk — Or Just Talk?

This content has not been rated yet.

AlDiamond1
QUALITY CUSTOMER SERVICE DO WE WALK THE TALK OR JUST TALK? by Al Diamond At least once a month we encounter an agent with the unique problem of losing more customers than theyre ...

Reactive And Proactive CSR's

This content has not been rated yet.

CMEditor
REACTIVE AND PROACTIVE CSRs by Mary Beth Bolen Some people believe things happen to them, while others believe things happen because of them. Sometimes, people fluctuate between the two extremes...

Search Articles/Libraries 
Select a Category
Choose a Content Package