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HOW A CONSULTATIVE BROKER PRODUCES YEAR-END REVENUE by Rob Ekern Traditionally, Labor Day marks the beginning of the renewal and new business process (or unfortunately, in some cases, T...
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HOW WELL DO YOUR CLIENTS KNOW YOU? DOES IT MATTER? by Bill Cates If youve been in this business for 10years or more, you might remember the day when we used to send real newsletter...
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INDIVIDUALIZED INSURANCE Dear (Customer Name): NO TWO BUSINESSES ARE ALIKE. So why should your insurance program be the same as another company's? (Your Agency Name), we know that no two...
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INSURANCE REVIEW OFFER Dear (Customer Name): How long has it been since you had your Homeowners, Life, and Auto insurance reviewed? Every day someone suffers a loss and dis...
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LACK OF WRITING SKILLS CAN BE AN STD by Gary Blake The cumulative effects of poor writing by insurance professionals include wasted time, duplicated effort, poor morale, a negative comp...
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LIFE INSURANCE SOLICITATION TO AUTO AND HOMEOWNERS CUSTOMERS Dear (Customer Name): You've been a valued client for years. Through those years, we at (Your Agency Name) have taken care of a number o...
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LOSS CONTROL SERVICES LETTER Use this letter to prospect for offering loss control services. Dear CUSTOMER NAME: If you read the newspapers, you know the problems that most...
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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...