IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

Planning

Csr Compensation: Three Agencies' Examples

This content has not been rated yet.

CMEditor
I have always been a believer that the best salespeople we have working for us are our clerical staff. The biggest problem seems to be our lack of proper motivational tools to excite them into selling. I have attempted to change their method of thinking, and although our program is in its infancy, it appears to be a step in the right direction.

CSR's Who Sell: Should They Be Treated Like Producers?

This content has not been rated yet.

CMEditor
CSRs WHO SELL: SHOULD THEY BE TREATED LIKE PRODUCERS? by Virginia Bates Put your money where your mouth is. Whether principals and managers assume that employees unders...

CSR's: What’s In A Name?

This content has not been rated yet.

JackBurke
CSRS: WHATS IN A NAME? by Jack Burke After considering this topic for years, Ive finally screwed up the courage to put it into words. The specific name that I&...

Customer Loyalty And Retention Primer

This content has not been rated yet.

LynnThomas
CUSTOMER LOYALTY AND RETENTION PRIMER by Lynn Thomas In todays highly competitive marketplace, customer retention is a critical success factor. IIAAs Best Practices lists i...

Customer Service: Beware The Bureaucratic Trap!

This content has not been rated yet.

JackBurke
CUSTOMER SERVICE: BEWARE THE BUREAUCRATIC TRAP! by Jack Burke Self-imposed rules and regulations can often rule, rather than serve, our relationships with customers. In this document, ...

Customer Service: Whom Should You ‘Wow’?

This content has not been rated yet.

CMEditor
CUSTOMER SERVICE: WHOM SHOULD YOU lsquo;WOW? by Steve Anderson Ive been reading quite a bit lately about how to create a customer experience that will WOW clients and k...

Customers: Complexity, Intangibles, And Insurance

This content has not been rated yet.

CMEditor
CUSTOMERS: COMPLEXITY, INTANGIBLES, AND INSURANCE by Chris Burand During the past few months, regulations have been proposed that would require agents and brokers to provide clients co...

Cycle-Up Your Marketing

This content has not been rated yet.

CMEditor
CYCLE-UP YOUR MARKETING by Nanci Evarts Check out these solutions to soft-market woes. Shifts in the marketplace are either heralded by agents and brokers with general e...

Database Management: Working With Contact Information

This content has not been rated yet.

CMEditor
DATABASE MANAGEMENT: WORKING WITH CONTACT INFORMATION by Steve Anderson These two tools can help keep your database up to date. CAPTURE CONTACT INFORMATION Although the Inte...

Database Marketing - High-Tech Selling

This content has not been rated yet.

CMEditor
DATABASE MARKETING - HIGH-TECH SELLING by David Beaton Looking for ways to improve sales and profits? A technique that many brokers are finding very effective is ...

Search Articles/Libraries 
Select a Category
Choose a Content Package