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follow up
Articles tagged with follow up
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A SUBCONTRACTOR'S GUIDE TO STOPPING SUBSTANCE ABUSE American Subcontractor's Association Subcontractors must recognize their part of the overall workplace substance abuse problem and commit leader...
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AGENCIES ARE GETTING HELP THESE DAYS! by Grace Bauer Every agency I talk to these days wants help. 'How can we be better?' 'How can we stay in touch with the client?' 'How can w...
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What you want will only get done if you make it an A+ priority. Jack Fries tells you how a business plan can reward you with survival, planned growth, and profit.
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CSR EXTRAORDINAIRE by Mary Beth Bolen Tina Roberts currently works as a CSR for Cosmo Conte at his State Farm Insurance Agency in La Jolla, California-one of the top State Farm agencies in North...
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It's difficult for agency owners to succeed at management. When the same person is responsible for insurance issues and management, the latter will almost always suffer. In this document, Jack Fries reviews the essential requirements of a competent manager.
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FACEBOOK EXPANDS ADVERTISING OPTION by Steve Anderson As a follow-up to a recent TAAR article, 'Facebook Advertising' (October 2009), the company has expanded its demographic options t...
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FOLLOW-UP - MISSING INFORMATION To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On (Date) we reported the above claim to you. We have not been advised of the claim...
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FOLLOW-UP - NEED STATUS To: (Customer Name) From: (Your Agency Name) RE: Date of Loss Policy Number On ( Date) we reported the above claim to you. We do not show ...
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FOUR DYNAMIC MARKETING TIPS by Patricia Berry Basic marketing tactics often produce the most profitable results. Patricia Berry offers four examples that have proven highly effective for any ...
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The sale of Life insurance to Personal Lines Property/Casualty customers has long been an issue with traditional independent insurance agents and brokers. There are very few agencies that haven’t tried, at one time or another, to develop a program to cross-sell Life, Health, or Disability to existing customers. Many agencies have even hired a “Life Person,” only to end up with a big expense and little income to show for the effort. This has only added to the frustration of the agency owners. So what’s the answer?