TARGET PROSPECTS Dear (Customer Name): When was the last time you had your Homeowners insurance reviewed? Even if it was as recent as a year ago, your policy could be outdated. For example, have yo...

TARGET SPECIFIC INDUSTRIES THERE'S SAFETY (and savings) IN NUMBERS Dear (Customer Name): Did you know that your business can achieve a better safety record and better bargaining p...

TEN TIPS FOR WRITING GOOD AD COPY by Patricia Berry Writing an ad? These tips and warnings from Patricia Berry will help you to get the very best response. Start by choo...

Dear (Customer Name), (Your Agency Name) is proud to serve you. By choosing to place your...

THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for referring ( ) to us. As a professional independent insurance agency, we provide a number of insurance products and services to meet a vari...

THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for sending us the names of business colleagues you feel could benefit from our services. We appreciate your placing your confidence in us. W...

THANK YOU FOR X-DATE Dear (Customer Name): THANK YOU. . . for giving the information we requested in our call. As promised, I've enclosed for you a free ( ), which I'm sure you'...

THANK YOU FOR YOUR BUSINESS - SOLICITATION OF NEW BUSINESS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name), Perhaps we don't say it often enough, but we sinc...

THANK YOU TO NEW CLIENTS Dear (Customer Name): Thank you for placing your ( ) insurance with us. As an independent insurance agency, (Your Agency Name) specializes in serving your insurance needs qu...

The old marketplace selection process is futile. There simply aren’t enough carriers to go around, it’s not in the client’s best interests, and it doesn’t allow a firm to differentiate itself. To make matters worse, the average hit ratio is a whopping 15%! Rob Ekern recommends (and explains) the Brokerage Selection Process for developing and retaining revenue.