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Ask the Experts: "Please describe the ad campaign that worked most effectively for your agency. What made it so successful?"
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AN ADVANCED LESSON IN REFERRALS by Bill Cates Bill Cates explains how you can adjust your referral requests to the personality of your client or prospect. If youre familiar wi...
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ANNUAL STRATEGIC PLANNING by Al Diamond Implementing plans within an agency is certainly not unheard of and often works as well as the planning and organizational skills of the agency...
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Many of your insureds will be putting a lot of money into annuities this month, next month, and for many months to come. Based on national sales figures, this is a near-guarantee. Will they buy through your agency or from a competitor? If you're an agency decision maker, the answer lies in your hands.
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APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...
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APPROACHING FRIENDS FOR REFERRALS: II by Bill Cates How do you approach friends, and others, about the work you do to get referrals? How can you go back to clients who have given ...
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Producer: Hello, (PROSPECT NAME), this is (PRODUCER NAME) from (ABC AGENCY). I enjoyed meeting with you in (MONTH), and I was...
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ARE ANTIQUATED PHRASES HURTING YOUR BUSINESS? by Gary Blake As someone who travels from one insurance company to another teaching 'Effective Business Writing for Claims and Risk Managem...
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ARE JIGSAW PUZZLES OBSOLETE? by Mike Manes According to Mike Manes, no one yet knows what the future might bring, and those who succeed will be the ones who best work in such a fluid...
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ARE YOU GIVING YOUR CUSTOMERS WHAT THEY WANT? by Al Diamond The first question is 'Do you know what the customers want?' If your answer is 'They always want the lowest ...