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Articles tagged with account


Managing Small Accounts

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MANAGING SMALL ACCOUNTS by Carol Hammes Most independent insurance agencies consistently receive between 15% and 25% of their total revenues from their 10 largest accounts. If you think that your ...

Managing Small Commercial Accounts

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MANAGING SMALL COMMERCIAL ACCOUNTS by Cindy Brady, CIC In many agencies, 'small' Commercial accounts get over-serviced while larger accounts are under-serviced because both are treated the same. S...

Marketing Department Versus Producer Marketing

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MARKETING DEPARTMENT VERSUS PRODUCER MARKETING by the IIABA Virtual Faculty Although your agency has a Commercial marketing department, you have the option of marketing an account yourself ...

Mentoring For Agency Growth

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MENTORING FOR AGENCY GROWTH by Mona Carpenter According to Webster's, a mentor is 'a loyal advisor entrusted with the care and education of a student ... a wise and trusted counselor.' I...

Minding Business Development: Planning For Growth

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Follow this systematic approach to market planning and watch your sales and profitability grow. Today...

New Ways To Distribute Work Loads

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NEW WAYS TO DISTRIBUTE WORK LOADS A customer's name shouldn't matter when they're calling for assistance! Most CSRs have an assigned section of the alphabet for which they are responsib...

Paper Files: Are They Worth The Trouble?

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PAPER FILES: ARE THEY WORTH THE TROUBLE? A TRANSACTIONAL FILING COST-BENEFIT ANALYSIS What is transactional filing? Transactional filing is a method of filing paper documents b...

Past Due Account - Active Account

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PAST DUE ACCOUNT - ACTIVE ACCOUNT Dear (Customer Name), RE: BALANCE DUE ON ACCOUNT Our records indicate that the balance shown above was due ( ). I am truly concerned that you have not sent you...

Personal Lines Records Increase Revenue!

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PERSONAL LINES RECORDS INCREASE REVENUE! by Grace Bauer People don't pay much attention to Personal Lines when it comes to account rounding, the yearly renewal review, and new busin...

Planning Client Service Contacts

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An organized service contact program can build client relationships, ensure accurate protection for clients, and facilitate...

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