client base

Articles tagged with client base


Divorce And Agency Value: Separating Goodwill

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CMEditor
DIVORCE AND AGENCY VALUE: SEPARATING GOODWILL by Roy Phillips In my agency valuation work with agents and their spouses in divorce cases over the past 15 years, the issue of profe...

Don't Lose Your Way When Navigating Customer Currents

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AlDiamond1
DON'T LOSE YOUR WAY WHEN NAVIGATING CUSTOMER CURRENTS by Al Diamond Recently, the people at Motorola, the electronics giant, announced that they had 'lost their way.' This innovative c...

Effective Insurance Email Marketing

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AdrianHolloway
Email marketing is the grand-daddy of interactive online marketing. Email marketing has been around for more than 15 years. It is directly or indirectly related to the advent of every other interactive communication platform, including instant messaging, texting, social media, forum interaction and more.
But, email marketing remains one of the hardest strategies to implement for an insurance agency (or any business for that matter). The challenges abound...

Find Your 'Soft Underbelly'

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CMEditor
How do you know what to change to make your agency run better? You're proud of your accomplishments, but can't seem to make the progress you desire year-by-year. In this document, Al Diamond recommends that during your planning process, instead of focusing outwardly on your competitors, the industry, or the economy, try focusing inwardly instead.

Intelligence And Marketing

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AlDiamond1
INTELLIGENCE AND MARKETING by Al Diamond 'Some agents wouldn't dig for gold even if you guaranteed them a strike!' Does any insurance agent truly believe that there is LESS Personal or Comm...

Managing A Client Database

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CMEditor
Most agencies are automated, some even using their second or third generation of automation. Many agencies load their policy data into the system, interface with their carriers and rarely access their paper files. Few agencies, however, are taking advantage of a well-managed client database. Gathering meaningful data that you can regularly manipulate is the key to successful database management.

Maximize The Cross-Line Selling Opportunity In Your Agency

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CMEditor
MAXIMIZE THE CROSS-LINE SELLING OPPORTUNITY IN YOUR AGENCY by Harlan Warthen Maximizing the cross-line selling opportunity in your agency can generate thousands of dollars in new busine...

Scream Marketing

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CMEditor
Scream Marketing by Patricia Berry Attracting the attention of customers becomes more complicated as the markets become overcrowded. Every seller looks the same. Buyers are con...

The Keys To The Kingdom: Sales

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AlDiamond1
THE KEYS TO THE KINGDOM: SALES by Al Diamond As with so many inventions, improvements, and business successes, the keys to the kingdom in sales offer basic common sense soluti...

Turning Complaints Into Gold Mines

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LynnThomas
TURNING COMPLAINTS INTO GOLD MINES by Lynn Thomas, JD Only one client is more detrimental to your organizations well-being than the dissatisfied one who complains - and that&...

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