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Homeowners Prospecting

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HOMEOWNERS PROSPECTING Dear (Customer Name), Congratulations on the purchase of your NEW HOME! Please be assured, that at (Company Name) Insurance we will be here to serve not only your home...

Homeowners Renewal

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HOMEOWNERS RENEWAL Dear (Customer Name), THANK YOU FOR RENEWING YOUR HOMEOWNERS INSURANCE WITH (COMPANY NAME) By now you should have received your HOMEOWNERS POLICY. If you haven'...

Homeowners Renewal/Coverage Increase

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HOMEOWNERS RENEWAL/COVERAGE INCREASE Dear (Customer Name), Here is the renewal of your homeowners policy. As you can see, your coverage is being provided by the (Your Agency Name) and contains the s...

Hotels And Motels - "Accidents Can Happen"

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HOTELS AND MOTELS - 'ACCIDENTS CAN HAPPEN' UNFORTUNATELY, ACCIDENTS DO HAPPEN Dear (Customer Name): A swimmer slips on a wet poolside surface . . . a lodger inadvertently causes a small...

Hotels And Motels - Customer Satisfaction

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HOTELS AND MOTELS - CUSTOMER SATISFACTION Dear (Customer Name): CUSTOMER SATISFACTION IS THE NAME OF THE GAME. We would bet that's the motto of the hotel and motel business. You're a h...

Household Inventory Booklet

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With the free household inventory booklet we're offering, you can easily list every item in your home, along with its value.

How A Consultative Broker Produces Year-End Revenue

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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...

How Well Do Your Clients Know You? Does It Matter?

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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...

Improving Your Close Ratio

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Dear Dave:

Our agency has hired a full-time Life producer to handle Personal Lines only. We believe we have enough accounts to justify that move. She tested well for personality and potential, but she is fairly new in the Life business. She is closing about one out of four presentations, which sounds fine for a relative beginner, since the closing average for all agents is about one out of three. But since she deals with many Mortgage policies and writes reducing Term policies at fairly low premiums, the bottom-line dollars are low. We need to create more cash flow. What can you suggest?

Individualized Insurance

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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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