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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn Planning agency success is a learning experience. Sharing ideas, taking advantage of opportunities, and tapping untapped resources, with the help of ...
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I frequently find articles on fraud in industry journals. Also, agent associations often put this topic on their state convention agendas. While we’ve all heard and read about many traditional scenarios of fraud, there are some new areas that can potentially affect insurance agents.
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Dear (Customer Name), You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your business. We also want to...
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FROM BUSINESS INSURANCE TO FAMILY INSURANCE by Preston Diamond Every Commercial account represents an opportunity to cross-sell Personal Lines to key employees. To help you get your sha...
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Dear (Customer Name), I would like to review four different areas of commercial insurance with you. First, you are aware of the tremendous rise in replacement...
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GENERATIONAL MARKETING by Patricia Czech Each generation has its own characteristics (ways of speaking, acting, and believing). Patricia Czech helps you to categorize them as marketing tar...
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GEORGE, THE ETERNAL OPTIMIST by Chris Burand This object lesson shows how NOT to grow your agency. A few years ago, an agency principal let...
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GET CUSTOMERS TO TOOT YOUR HORN AND BUILD YOUR BOTTOM LINE by Jack Fries Client testimonials offer a highly effective tool for building your sales and earnings. Marketing ex...
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GET THE RIGHT VALUATION IN A BUY-SELL TRANSACTION by Chris Burand Valuing an agency can be a highly complex process. Who will read the valuation report? Unl...
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GETTING A COMPANY APPOINTMENT: PART 1 by David Stambaugh This first article in a two-part series shows how to get a company appointment that can benefit you, your clients, and your carr...