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personal lines
Articles tagged with personal lines
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CREATING A LEGENDARY AGENCY by Al Diamond A 'legendary' agency is one that loses customers only when the customer dies, moves, or sells the business. It has a regular, measurable flow o...
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David and Goliath is no longer news. These days, all a boy needs to kill a big man is a gun instead of a sling and a rock. Similarly, technology has created a new world of competition. A David who understands technology can successfully compete against any corporate Goliath.
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CREATIVE DIRECT MAIL by Alan L. Shulman, CPCU Use your agency management system to create effective direct mail marketing packages. Its a virtual certainty that youve us...
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CROSS-SELLING: WHAT WENT WRONG? by Jack Burke Why don't agencies invest more energy in cross marketing additional policies to existing customers? ...
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I have always been a believer that the best salespeople we have working for us are our clerical staff. The biggest problem seems to be our lack of proper motivational tools to excite them into selling. I have attempted to change their method of thinking, and although our program is in its infancy, it appears to be a step in the right direction.
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CSR TRAINING Often people newly hired to work in an agency are given a quick tour of the office and briefly introduced to their associates. They may be given a copy of the office manual (if there is ...
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CSRS: WHATS IN A NAME? by Jack Burke After considering this topic for years, Ive finally screwed up the courage to put it into words. The specific name that I&...
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CUSTOMER CONTACT USING THE 20/60/20 RULE by Paige Proctor Effective customer contact in Personal Lines and small Commercial Lines always presents a dilemma. You know you should make reasona...
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CUSTOMER FOCUS: THE CSR'S ROLE IN VIRTUAL BUSINESS MARKETING by Lori Loomis Although a customer service representative (CSR) is responsible for a variety of tasks in an insurance office, the ...
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CUSTOMER LOYALTY AND RETENTION PRIMER by Lynn Thomas In todays highly competitive marketplace, customer retention is a critical success factor. IIAAs Best Practices lists i...