person

Articles tagged with person


Catastrophe Planning: Is Your Agency Really Prepared?

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CATASTROPHE PLANNING: IS YOUR AGENCY REALLY PREPARED? by Grace Bauer After talking to a number of agents, I've learned that only 10% of agencies are truly prepared for a catastrophe! Sur...

Catastrophe Preparedness Tips

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CATASTROPHE PREPAREDNESS TIPS In Case of Catastrophe, What Will You Drink? Such questions as: 'How much water will be needed?' 'How long will stored water last?...

Choosing The Right Advertising Agency

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There may come a time when your agency's communications needs exceed the capabilities of in-house personnel. You want to concentrate on producing new business, developing products, and servicing clients. Who has the time and expertise to create newspaper or radio advertising-or perform the myriad public relations functions necessary to keep your agency in the public eye?

Claims Questionnaire

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CLAIMS QUESTIONNAIRE NAME:______________________________ PHONE #:_____________________ TYPE LOSS:__________________ DATE:___________ COMPANY:___________ The purpose of thi...

Closing The Sale In Five Easy Steps

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Closing a sale getting your prospect to say “yes” can sometimes be as easy as asking for it. Once you’ve laid the groundwork by qualifying your prospect, uncovering their needs, and showing how your product or service satisfy those needs, it’s time to ask for the order. Here are five tips to make this procedure simple and successful.

Clusters

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The cluster concept has been a popular one for doctors, dentists, realtors, and others for many years. Insurance agency clusters have been around for a few decades, but interest in them intensified during the hard market of the early 1980s. At that time, smaller agencies banded together to protect themselves against increasing carrier demands brought on by tighter market conditions.

Commercial Lines Disability

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Dear (Customer Name): You've purchased Life insurance for key employees because you know it could mean financial disaster for your company if you were to lose someone...

Commercial Lines Marketing Plan: Part Ii

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The previous article (Creating A Successful Plan For Marketing Commercial Lines Part I), presented information about the matrix of the agency book of business, the review of the book of for account development, and a review of company programs and products. In this second of a three-part series, Jack Fries focuses on selecting a proper market.

Commercial Lines Marketing Plan: Part Iii

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Now that you’ve decided on the markets to pursue and your marketing approach, it’s time to initiate the plan. In this final article of a three-part series Jack Fries discusses the steps you’ll take to implement a successful marketing and sales strategy.

Commercial Lines Prospecting Letter

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Dear (Customer Name), ARE YOU FED UP? By insurance, that is. If so, I understand. Quite frankly, so is the rest of the world. That's why... NOW,...

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