Letters (Customer Service)
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PRINTERS - FULL COVERAGE PROGRAM Dear (Customer Name): Knowledge and experience . . . that's what you should demand from your insurance agent. Your business is much different from the grocery store...
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PROCEDURE GUIDE Dear (Customer Name): In order to make the reporting of claims as quick and easy as possible for you, we have enclosed a brief claims procedure guide. We recommend that you keep...
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Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills - and grow their sales.
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Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills - and grow their sales.
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PROMOTE EXPERTISE & SERVICE Dear (Customer Name): Have you ever worried that you might not have insurance to protect everything you think needs protecting? Let (Your Agency Name) do the worrying fo...
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PROMOTES SPECIAL PROGRAM Dear (Customer Name): Congratulations on your new home! In the course of our rounds, we noticed your home under construction at ( ). You will obviously need superior coverag...
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PROSPECTING IDEA FOR SOLID GOLD CLIENTS by Mary Beth Bolen For many traditional CSRs, prospecting is one of the most dreaded tasks -- but it is one of the most important to the agency's...
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Dear (Customer Name): When you sit down to pay your Homeowners insurance premium, do you think about what you're paying for? Do you worry that you might be paying for more cover...
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Prove It with CRM by Patricia Czech You have to prove yourself to your clients every single day. In the case ...
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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 ...