An adapted post about the fundamentals of marketing and communications for an insurance agency (or any consumer facing business's marketing). In my opinion, if you can stick to nurturing these fundamentals regularly, then all the advanced and future enhancements will come naturally. It doesn't matter whether the role you play in the agency is Principal, Producer, CSR, Admin or any customer facing role, in more ways than one, these fundamentals should apply to you.
Links to the most popular topics, articles and trending discussions on the site, including 'hot' market searches, premium subscription products - a weekly digest of sorts.
Do your clients get the WHOLE Picture of your agency?
And I don't just mean P&C Agencies. Every agent and CSR - Personal, Commercial, Benefits, Life, Health & Financial services agent should be playing attention to this fact that we just don't do a good enough job of rounding up accounts. WE ARE LEAVING MONEY on the table, every day!