Letters (Customer Service)
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MAKING A SALE VS. HAVING A CUSTOMER excerpted from an article by Stephen Anderson While you as a CSR might not be directly responsible for selling new business, you are often asked to hel...
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MARKET CYCLES Dear (Customer Name): You've probably noticed that your insurance rates have gone up. It's nothing personal. The insurance industry is in what is called a 'hard market,' which simp...
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An effective marketing program will benefit you, your carriers, and your clients.
Unless you meet your customer’s needs, there’s no room for an insurer — let alone your agency. If the company doesn’t make money, the entire system falters.
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MARKETING WITH NEWSLETTERS by Jack Burke Newsletters. We see them every day. We subscribe to them, get them for free, market with them. We learn from them. But how much do we reall...
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IT DOESN'T QUITE FIT, BUT IT WILL DO. Dear (Customer Name): Could you market sheet metal parts that were 'pretty close' to specifications...
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METALWORKING SHOPS - 'WE DO THE RIGHT JOB' Dear (Customer Name): IT TAKES A SPECIALIST TO DO THE JOB RIGHT. That's why you employ craftspeople who take pride in the job they do - you a...
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MOBILE HOME INSURANCE Dear (Customer Name): Hi, I'm (Your Name) of (Your Agency Name) at ( ). Your neighbors, ( ), wanted me to tell you about their Mobile Home insurance and ...
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MORTGAGE REDEMPTION Dear (Customer Name): We have been reviewing your records to be sure that you are adequately protected in all areas. We see that you have a mortgage on your home that will run ( ...
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MORTGAGE REDEMPTION DISABILITY Dear (Customer Name): You have shown good judgment by purchasing a policy to ensure that your mortgage will be paid if you should happen to die prematurely. In reviewi...
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MORTGAGE-FREE HOME PROTECTION PROGRAM A 'MORTGAGE-FREE' HOME Dear (Customer Name): We talk to many clients who are concerned about the mortgage of their homes should they suddenl...