Letters (Customer Service)
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LOST ACCOUNT W/QUESTIONNAIRE With the lingering image problems suffered by everyone in the financial services area, our industry is in particular need of focusing more sales dollars on e...
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MACHINE SHOPS - 'WHY EXPLAIN YOUR BUSINESS?' Dear (Customer Name): (Your Agency Name) knows that in your business, a jig isn't a dance, die isn't the singular for dice, and bar stock doesn't re...
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MACHINE SHOPS - CUSTOMIZED INSURANCE PLAN Dear (Customer Name): A machine shop is a specialized business and carries its own unique risks. Machine shops are more vulnerable to fires, with a number o...
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The difference between closing a sale and losing it rests with the presentation. Whether you’re selling a product or an idea, the ability to present effectively is the difference between acceptance and rejection.
Yet, most Americans would rather die than give a speech. Whatever the facts, the idea of standing in front of an audience ranks far below going to the dentist for most people.
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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...