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personal lines
Articles tagged with personal lines
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BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...
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BUSINESS COMBINATIONS: SURVIVING/THRIVING WITH A MERGER by Carol Hammes These guidelines will help you meet the challenges of merging your agency. Most industr...
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CAREER DEVELOPMENT - AGENCY TRAINING AND DEVELOPMENT 'What career development guidelines would you suggest for a young person entering the industry, and what steps would you recommend to an ag...
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CEMENT RELATIONSHIPS TO BUILD RETENTION Service today should center on building lasting relationships-with the customer and with the companies the agency represents. Two fundamental types of CSR con...
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CENTRALIZING CUSTOMER SERVICE by Carol Hammes Time is a precious commodity for almost everyone. Ease and speed often take priority over minor price variations in purchasing anything from groce...
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CHOOSING THE RIGHT MARKET FOR YOUR AGENCIES by Janet Lewis After the work that goes into finding and qualifying prospects, getting in the door, and gathering the proper data to quot...
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CLUSTERS - ARE THEY RIGHT FOR YOU? by Val Jordan As an independent agent, you know that it's becoming increasingly difficult to find products and services. Carriers have incr...
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COMMERCIAL AND PERSONAL LINES PROSPECTING LETTER Dear (Customer Name), I'm dropping you a simple note today to say one simple thing: WE WANT YOUR BUSINESS!! And that we're more than willing to g...
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The determination of adequate compensation levels for the staff is one of the most difficult issues...
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CONVEY BAD NEWS POSITIVELY There's nothing like being the bearer of bad new. Yet this letter shows how you can inform your clients of what's going on, to position yourself as the clien...