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Articles tagged with auto


Obtaining X-Dates And Qualifying Prospects Telemarketing Script

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OBTAINING X-DATES AND QUALIFYING PROSPECTS TELEMARKETING SCRIPT Producer: Maybe you can help me. Who is the person responsible for your Business insurance? IF THEY ...

Personal Lines Umbrella Liability

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PERSONAL LINES UMBRELLA LIABILITY Dear (Customer Name): Do you want to pay now, or $1 million later? It's not so far-fetched. The average lawsuit could reach $1 million i...

Restructure Personal Lines And Small Commercial Lines To Increase Profits

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In most agencies today, the total commission of a Personal Lines account will equal or exceed the commission of a Non-exception Commercial account. In this document, Jack Fries asks why you’d pay a CSR more money to handle a lower commission account.

Selling Life Insurance To Personal Lines Customers

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Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your...

Soliciting Personal Business From Commercial Accounts

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SOLICITING PERSONAL BUSINESS FROM COMMERCIAL ACCOUNTS Dear (Customer Name): You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your...

Surveys Substantiate Theory: Retention Equals Growth

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SURVEYS SUBSTANTIATE THEORY: RETENTION EQUALS GROWTH When striving to make an agency grow, most agency managers focus on increasing new business. But it's just as important to address improv...

Thank You For Referrals

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THANK YOU FOR REFERRALS Dear (Customer Name): Thank you for referring ( ) to us. As a professional independent insurance agency, we provide a number of insurance products and services to meet a vari...

Total Service

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TOTAL SERVICE Dear (Customer Name), BUYING A CAR PIECE BY PIECE? How would you like to buy your next car in pieces, and buy each piece from a different supplier? It wouldn't make much s...

Transition From The P/C To The Life Sale: Module Iv-C

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TRANSITION FROM THE P/C TO THE LIFE SALE: MODULE IV-C In the P/C agency, you will often find yourself with the opportunity to approach both the P/C and the Life sale at the same time wit...

Trust: It’s The Bottom Line

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TRUST: ITS THE BOTTOM LINE by Chris Burand Do your customers trust you - and, if so, what for? Wal-Mart is known for low prices. A very young boy was heard ...

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