clients

Articles tagged with clients


Account Rounding By Csrs

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ACCOUNT ROUNDING BY CSRs by Ralph Manfredi In this article, Ralph Manfredi focuses on a proven system for turning service into sales and profits. Learn how to turn every service...

Advertising For Help

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AlDiamond1
ADVERTISING FOR HELP by Al Diamond INSURANCE Licensed P/C agent. Benefits Call Sonja at (856) 555-5555 (Cost $27.36 for Sunday insertion) How attractive is this advertisement? Would you be ...

Advice As A Value-Added Benefit

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JackBurke
ADVICE AS A VALUE-ADDED BENEFIT by Jack Burke Despite turbulence in today's health field, HMOs have made dramatic inroads into our national concept of medicine. Twenty years ago, most pe...

Agencies And Brokerages Of The Future

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AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...

Agency Bill Vs. Direct Bill: Avoid Confusion

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Confusion over agency bill vs. direct bill options has caused an E&O claim or two. Curtis Pearsall illustrates the consequences of this confusion with an example.

Agency Brochures: Getting Back To The Basics

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AGENCY BROCHURES: GETTING BACK TO THE BASICS No marketing tool can tell an agency's story better or more effectively convince potential clients to put their trust in you than a b...

Agency Claims Procedures: A Time To Shine

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AGENCY CLAIMS PROCEDURES: A TIME TO SHINE by Lois Van Horn Insurance agents sell clients a promise-an intangible product. It is nothing they can hold or enjoy and probably what someone told...

Agency Cluster Profile

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AGENCY CLUSTER PROFILE Before entering into a cluster agreement with anyone, have them fill out this worksheet . This will help you decide if the prospective agency is compatible with your ...

Agency Cluster Profile

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AGENCY CLUSTER PROFILE Use this form to evaluate rate potential cluster partners. ...

Agency Owners And Consultants: A Win-Win Relationship

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AGENCY OWNERS AND CONSULTANTS: A WIN-WIN RELATIONSHIP by Edward Curry Perceptive agents never lose sight of what makes their agencies succeed. Sooner or later, most...

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