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Customer Service

Rethinking Approaches To Customer Service

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RETHINKING APPROACHES TO CUSTOMER SERVICE by Jack Fries You can distinguish your customer service from other 'ME TOO' agencies by dividing the paper processing and service functions. Whet...

Risk Abatement In A Hardening Market: Your Client And Your Firm Can Win Without Losing

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RISK ABATEMENT IN A HARDENING MARKET: YOUR CLIENT AND YOUR FIRM CAN WIN WITHOUT LOSING by John Beringer No longer can you as the agent simply sit back and await the outcome of a client...

Risk Management: A Value-Added Tool

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RISK MANAGEMENT: A VALUE-ADDED TOOL by R. Thomas Jr. Theres no better way than offering risk management services for your agency to survive and grow. THE PROBLEM: ...

Sales Center - Part 1

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The following section is a varied and important one to a profitable independent agency. In it, you will learn the basis of the Sales Center concept and how Sales Centers have brought increased profitability, retention, and total-account sales into many agencies.

Many agencies establish a Sales Center with their existing personnel, or hire an additional administrative or customer service person to take over additional duties. Others find that the increased efficiency of a Sales Center allows them to expand their marketing efforts, and they hire an in-house or outside telemarketing staff to keep leads coming in to producers.

Sales Success Through Moments Of Truth

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LynnThomas
SALES SUCCESS THROUGH MOMENTS OF TRUTH by Lynn Thomas, JD Moments of truth. Is that just a catchy phrase? Or is it another marketing gimmick? Actually, moments of truth (MOT) represent a simp...

Salvaging Clients/Prospects In A Stagnant Economy

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JohnGraham
SALVAGING CLIENTS/PROSPECTS IN A STAGNANT ECONOMY by John R. Graham It's taken a couple of years to figure out just what's happening in the economy, but the picture now ...

Sample Presentation Package

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[NAME OF COMPANY HERE]

Presented by:

Producer's Name Here

Date

ABOUT YOUR PROPOSAL

We ask that you do not accept our brief description of the insurance coverages as a complete explanation of the policy terms. A narrative description can never replace a policy. The actual policy language will govern the scope and the limits of the coverage provided. You may wish to consult your attorney concerning this.

Sample Telemarketing Scripts

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The following are several telephone scripts* to use for sales-related duties such as x-dating, lead-generation, and qualification.

Sample: Agency Business Plan

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SAMPLE AGENCY BUSINESS PLAN

Satisfying The Customer

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SATISFYING THE CUSTOMER by JoAnna Brandi There is much change afoot in American business and much needed change. Nowhere is that more evident than in the quality movement. Even though consumers ...

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