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Articles tagged with forms


Agent's Checklist: Protecting Your Accounts Against Piracy

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AGENT'S CHECKLIST: PROTECTING YOUR ACCOUNTS AGAINST PIRACY by David Daar Before your accounts get raided, you should consider doing some advance planning. There should be a strategy in place...

Best Partnership

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BEST PARTNERSHIP Dear (Customer Name): When a business partner suffers a fatal accident, it's a devastating time for all those concerned. The remaining partners feel a great loss after spending yea...

Crop And Hail Insurance

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CROP AND HAIL INSURANCE Dear (Customer Name): IT'S NO 'SMALL POTATOES' LOSS . . . when you lose most or all of a crop. Whether it's a flood, hailstorm, deep freeze, or other misfortun...

Customer Service: The First Impression

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CUSTOMER SERVICE: THE FIRST IMPRESSION by Skip Hyken It takes eight to 12 good experiences to make up for a single bad impression. To renew the confidence in a customer, yo...

Encourage A Positive View Of The Insurance Industry

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ENCOURAGE A POSITIVE VIEW OF THE INSURANCE INDUSTRY by Mary Beth Bolen What are two 'facts' most customers 'know' about insurance? One, it costs too much. Two, if they make a claim, their po...

Financial Institutions - "We Are Specialists"

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FINANCIAL INSTITUTIONS - 'WE ARE SPECIALISTS' Dear (Customer Name): IT'S JUST GOOD COMMON SENSE . . . to consult (Your Agency Name) when you're looking for Financial Institution insur...

Good News On Taxes!

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GOOD NEWS ON TAXES! by Robert Nein Make no mistake. Taxes are one of the most vexing problems facing today's business owner. Of the many forms of taxation, estate taxes are considered the most...

If I Ignore It, It Will Go Away

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IF I IGNORE IT, IT WILL GO AWAY by Pegi Flahault A young agent, the son of an agency owner, once said the problem with most agency principals is that theyre salespeople, and salespeople ha...

Lead Forms For Commercial Lines

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Just as the Personal Lines lead form opens the door of opportunity for the Life producer, the Commercial Lines lead form generates potential business.

Monitoring Results Of A Telemarketing Department

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MONITORING RESULTS OF A TELEMARKETING DEPARTMENT Keeping track of your telemarketing efforts is important for many management reasons. By monitoring results, you can ascertain which of y...

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