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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...
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This second article in a two-part series shows how to get a company appointment that can benefit you, your clients, and your carrier.
BEGIN THE SEARCH FOR A NEW CARRIER
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GETTING CLIENTS OR PROSPECTS BACK In a suburb of Philadelphia-Langhorne, to be precise-is an unusual retail operation. It's a car dealership, but the difference is the firm's philosophy that no one...
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GETTING DOWN TO BUSINESS WITH REFERRAL PROSPECTS by Bill Cates During a referral seminar last week, a participant came up to me at the break with a question. He told me that our Referral...