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10 Tips To Garner Quality Referrals

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10 TIPS TO GARNER QUALITY REFERRALS by Bill Cates In this document, Bill Cates offers 10 tips you can act on quickly that will start to increase your flow of quality...

11 Surefire Tactics To Gain Control Of Receivables

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11 SUREFIRE TACTICS TO GAIN CONTROL OF RECEIVABLES by Ken Buehler If you have a receivables problem, now is the best time to contain it. Most agencies with receivables problems believe th...

Agency Profitability Audits Lead To Greater Success

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Almost two years ago, after 10 years of consulting, I accepted a temporary assignment of managing an independent agency that generated 85% of its income from Property/Casualty Lines and 15% from Life, Health, and financial services products.

Analyzing Customer Problems

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ANALYZING CUSTOMER PROBLEMS by Mary Beth Bolen The best customers are your existing customers. Some agree with that statement and some don't. There are some customers you'd probably rather b...

Auto Coverage Cancellation

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Did you know that ...THE MAJORITY OF YOUR FELLOW DRIVERS HAVE HAD FEW OR NO ACCIDENTS WHILE DRIVING THEIR CARS?! In fact, The Insurance Institute...

Auto Subrogation - Follow Up No. 1

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Dear (Customer Name), RE: Type of Loss Date of Loss Other Party Amount of Loss Because ( ) has not heard from you in response to our...

Auto Subrogation - Follow Up No. 2

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AUTO SUBROGATION - FOLLOW UP NO. 2 Dear (Customer Name), RE: Collision Loss Date of Loss Location Our Insured The letter sent on your behalf to the party responsible fo...

Avoid The Empathy Trap

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AVOID THE EMPATHY TRAP by Chris Burand The ability to empathize is admirable. It requires listening, understanding, ...

Characteristics Of Strong Agency/Carrier Relationships

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CHARACTERISTICS OF STRONG AGENCY/CARRIER RELATIONSHIPS by John Jaques The compilation of agency/carrier relationship characteristics presented in this article is based on observatio...

Coaching Salespeople

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COACHING SALESPEOPLE by Bob Ayrer All of the selling expertise and rah-rah sales rallies in the world dont mean a thing unless you can convert this knowledge into skill ...

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