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Homeowners/Auto Insurance Telemarketing Script

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CSR: Hello, (PROSPECT NAME). This is (NAME) from (ABC AGENCY). (PRODUCER NAME) looks after your Commercial business...

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 Do Companies Set Their Rates?

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HOW DO COMPANIES SET THEIR RATES? by Chris Burand The market determines the price of gasoline, toys, and cars. The market, not actuaries, determines the price of insurance, too. Chris B...

How Do Customers Want To Be Served?

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Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...

How Do You Evaluate Your Book Of Life/Health Business?

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How you value your L/H book of will impact perpetuation, profits, and cross-selling opportunities.

How Good Is Your Competition?

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HOW GOOD IS YOUR COMPETITION? A Competitive Position Analysis Agencies can benefit from comparing themselves to their closest competitors: other independent agents, direct writers, even b...

How Not To Take No For An Answer

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HOW NOT TO TAKE NO FOR AN ANSWER How should telemarketers handle objections when trying to set up appointments? Try these answers: EXAMPLES OF OBJECTIONS AND SUGGESTED ANSWERS: ...

How To Attract Clients

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In 1976, 12 insurance executives spent a day trying to pinpoint the reasons for their success. Their large insurance agency had doubled in size over the last three years. The company's employees had worked hard to achieve a high rate of referrals and were aggressive in their roles as producers. But what factors led to their astonishing success? How did they attract a client? And most of all, what made each client buy and renew year after year?

Personal Lines competition continues to intensify, as more and more players enter the marketplace. However, independent agents can fight back — if they're willing to make some fundamental changes in the way they do business. In this two-part document, Peter van Aartrijk presents 17 ways to help you build your Personal Lines book. If implementing all of them seems impossible, try three or four. But make a commitment, and go for it.

How To Build Your Personal Lines Book - Part II

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HOW TO BUILD YOUR PERSONAL LINES BOOK, PART II by Peter Van Aartrijk Personal Lines competition continues to intensify, as more and more players enter the marketplace. However, independent a...

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