customer list

Articles tagged with customer list


A Communications Checklist To Success

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No matter what their size, many businesses use most of their available energy just keeping things running on a day-to-day basis.
Unfortunately, there seldom seems to be much time for those tasks that can have a profound effect on a company's future, such as communicating the company's message and projecting its image.

Agency Valuation Issues

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AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...

Banks, Agents, And Profits

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BANKS, AGENTS, AND PROFITS by Paige Proctor A recent survey by the IIAA and ABA (American Bankers Association) showed that 70% of bankers and 57% insurance agents think they can operate together and...

Eight Steps To Profitable E-Mail Marketing

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EIGHT STEPS TO PROFITABLE E-MAIL MARKETING by Michael Jans E-mail provides a powerful marketing tool. In this document, Michael Jans offers guidelines for getting the most out of this va...

Evaluating Bank Opportunities

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EVALUATING BANK OPPORTUNITIES by Carol Hammes Faced with shrinking profit margins from their traditional products and services, financial institutions have been searching for ways...

Piracy Of Expirations

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PIRACY OF EXPIRATIONS by Roy Phillips and Thomas Braniff When the film Pirates was released, it broke all box office records for any pirate movie. There seems to be another record breakin...

Producers Non-Solicitation Agreement

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PRODUCERS NON-SOLICITATION AGREEMENT THIS AGREEMENT is entered into between [XXX INSURANCE AGENCY, INC.] as 'Agency' and ________________________ as 'Producer'. ...

Small Things That Make Customers Feel Good

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SMALL THINGS THAT MAKE CUSTOMERS FEEL GOOD Writing in Business Marketing, Kenneth Tupper, president, Revelle International, Miami, provides succinct tips about how to show customers you care about th...

Total Service

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TOTAL SERVICE Dear (Customer Name), Every agent and broker in the insurance industry promises 'good service.' Who wouldn't? We are a service industry, and no one would retain an...

Trade Secrets: Value And Ownership Issues

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Whether you refer to them as trade secrets, books of business, or expirations, the major asset of an insurance age...

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