clients

Articles tagged with clients


Goodwill Value In An Insurance Agency

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AlDiamond1
GOODWILL VALUE IN AN INSURANCE AGENCY by Al Diamond If you think 'Goodwill Value' has something to do with the amount you contribute to the March of Dimes every year, you better t...

Hardening P/C Market Shouldn’T Stop Growth In Life/Health Sales

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CMEditor
HARDENING P/C MARKET SHOULDNT STOP GROWTH IN LIFE/HEALTH SALES by Emily Huling A lot of agents are breathing a sigh of relief over the hardening of the Property/Casualty market, but ...

Here's How To Reach Those Hard-To-Get Referrals

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CMEditor
HERE'S HOW TO REACH THOSE HARD-TO-GET REFERRALS by Bill Cates Here's a little strategy that you're going to love, because it's so easy to use and so effective. I got this from ...

Holiday Cards: My Pet Peeve

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CMEditor
HOLIDAY CARDS: MY PET PEEVE by Bill Cates Mailboxes overflow with offers, incentives, and enticements. Isnt it nice when you get a note thats actually personalized? Bill ...

Homeowners Client Relationship Building And Referral Letter

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CMEditor
NOTE: THIS LETTER IS MEANT TO BE USED IN CONJUNCTION WITH REFRIGERATOR MAGNETS LISTING INSURANCE AGENCY CONTACTS AND PHONE NUMBERS, AS WELL AS EMERGENCY FIRST AID TIPS AND HOSPITAL/POLICE NUMBER...

How Do Customers Want To Be Served?

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CMEditor
Service seems to be a catch-all word for whatever seems to be lacking in our agencies. Most of us have identified service areas as most important...

How Do You Handle Client Complaints?

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CMEditor
HOW DO YOU HANDLE CLIENT COMPLAINTS? by Bill Cates In this extended hard market, the chances of having a client complain to you have increased. Although I assume that you work hard to ...

How People Make Buying Decisions (And How We Stop Them)

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HOW PEOPLE MAKE BUYING DECISIONS (AND HOW WE STOP THEM) by Michael Lovas Caution: this article contains ideas that might upset you! About 25 years ago, when I began writing profess...

How To Attract Clients

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CMEditor
In 1976, 12 insurance executives spent a day trying to pinpoint the reasons for their success. Their large insurance agency had doubled in size over the last three years. The company's employees had worked hard to achieve a high rate of referrals and were aggressive in their roles as producers. But what factors led to their astonishing success? How did they attract a client? And most of all, what made each client buy and renew year after year?

How To Be A High-Performing Firm

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HOW TO BE A HIGH-PERFORMING FIRM by Catherine Oak, CIC, AAI The more effectively you sell, market, and service, the more valuable your agency. ...

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