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AUTO QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Auto prospects: AUTO INSURANCE QUESTIONN...
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HOMEOWNERS QUESTIONNAIRE by Jack Fries Have your producers use this questionnaire from Jack Fries to garner needed information from Homeowners prospects: HOMEOWNERS I...
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How is an unorganized pool of data in your files transformed into a systematic stream of active leads for Life production?
You want to avoid the pitfalls that many P/C agents have encountered -- pitfalls that have killed Life-sales operations. To build a successful, positive lead program, it's prudent to identify potential negatives.
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Jenny Brower, marketing manager, Harbor/Brenn Agencies, Petosky, Michigan, wrote to us recently: 'I like everything I'm doing, but it's overwhelming-HELP!' With Jenny's permission...
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Did you know that ...THE MAJORITY OF YOUR FELLOW DRIVERS HAVE HAD FEW OR NO ACCIDENTS WHILE DRIVING THEIR CARS?! In fact, The Insurance Institute...
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Dear (Customer Name), WHAT IS RENTAL REIMBURSEMENT? As your insurance adviser, we have a basic responsibility to see that you receive the benefit of new coverages that will...
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Dear (Customer Name), RE: Type of Loss Date of Loss Other Party Amount of Loss Because ( ) has not heard from you in response to our...
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This checklist outlines the major factors an insurance agency and a producer should consider in negotiating an employment agreement. It should not be construed as a specimen contract or agreement but merely a guide for reaching a meeting of the minds over subjects important to both parties. If you are engaged in this kind of negotiation now, use this form to check off these considerations in the blocks provided, as they are agreed upon. Be sure to consult an attorney for assistance in drafting the legal language necessary to implement a formal contract.
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The 'Jones Agency' (a fictitious name for a real agency) presented itself as a Multi-line P/C agency. 'Auto-Home-Life-Health-Business Insurance' were proclaimed on its...
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Developing new business is an integral part of every insurance agent’s regimen. There are endless ways to go about looking for new business. Jack Fries explains why successful agents must know how to focus their efforts to engage in the most efficient methods possible.