|
|
|
|
|
|
correspondence
Articles tagged with correspondence
|
|
|
|
|
|
This content has not been rated yet.
AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...
This content has not been rated yet.
AGENCY AUTOMATION: FRIEND OR FOE PART 6 by Curt Pearsall In this last of this six-part series focusing on automation, Curt Pearsall examines the issues involved in protecting yourself...
This content has not been rated yet.
The cluster concept has been a popular one for doctors, dentists, realtors, and others for many years. Insurance agency clusters have been around for a few decades, but interest in them intensified during the hard market of the early 1980s. At that time, smaller agencies banded together to protect themselves against increasing carrier demands brought on by tighter market conditions.
This content has not been rated yet.
CUSTOMER/PROSPECT CORRESPONDENCE: CHOOSE RIGHT WORDS TO CONVEY RIGHT MEANING Poor word choice in customer correspondence can alienate prospects and customers. Additionally, jargon can be misint...
This content has not been rated yet.
DEALING WITH THE PUBLIC Here's a real-life scenario from a CSR (KM) who felt she couldn't work with people effectively. After having worked in a large brokerage house in the same geographic a...
This content has not been rated yet.
FIRST CLAIM ACKNOWLEDGEMENT Dear (Customer Name): RE: ( ), ( ), with ( ). Thank you for reporting your recent claim so promptly. We have sent the report to (Name) today, and your claim should be ...
This content has not been rated yet.
HOLIDAY CARDS: MY PET PEEVE by Bill Cates Mailboxes overflow with offers, incentives, and enticements. Isnt it nice when you get a note thats actually personalized? Bill ...
This content has not been rated yet.
“Moments of truth” occurs whenever CSRs and producers talk to a customer on the phone or in person. It’s important that each member of the agency be prepared for this contact. The impression left with the client or prospect will determine their future relationship with your agency. Because the ultimate goal of any business is to obtain and retain customers, it’s essential for you to create the proper image at the moment of truth. Some of the key factors in managing the moment of truth are:
This content has not been rated yet.
RELATIONSHIP MARKETING Jumping through a hoop 20 feet above the water isn't considered normal activity for a killer whale. So when Shamu was captured and hauled to its new home ...
This content has not been rated yet.
SERVICE TIPS Rusty Claton of Whillis-Harding Insurance in Kewlona, BC, has a poster in her office that reads: 'You don't have to be a millionaire to be sued like one.' It is effective ...