SERVICE SELLS! by Pegi Flahault Selling is as much about the approach as anything else including your approach to your employees. This document by Pegi Flahault can help you increase...

Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure your...

SOLICITATION OF HOMEOWNERS FROM AUTO INSUREDS Dear (Customer Name): Most consumers prefer to have all their insurance handled by one agency. In reviewing your file today, I noticed that we insure yo...

SOLICITATION OF PERSONAL LINES PACKAGE POLICY WHY PAY FOR 2 WHEN 1 WILL DO? Dear (Customer Name): Where would Fred Astaire be without Ginger Rogers? Laurel without Hardy? Now here's another great...

SOLICITING PERSONAL BUSINESS FROM COMMERCIAL ACCOUNTS Dear (Customer Name): You've been a valued customer of (Your Agency Name) since ( ), and we want to take this opportunity to thank you for your...

SPRINGTIME QUESTIONNAIRE Check if yes: Home YES ...

SUCCESS STORY MARKETING by E. Al Diamond Last week, I got a notice from my real estate broker announcing that she had just sold another house in my neighborhood. Then I realized that...

TARGET PROSPECTS Dear (Customer Name): When was the last time you had your Homeowners insurance reviewed? Even if it was as recent as a year ago, your policy could be outdated. For example, have yo...

TELECOMMUTING: BRING THE WORK (BUT NOT THE RISKS) TO THE WORKER Welcome to the future of work. Telecommuting, also known as telework, uses telecommunications to allow employees to work off-site one...

If you offer a policy review, your agency must be prepared to handle responses. The first 10 seconds of a phone call may be crucial in forming the caller's impression of your professionalism. Depending on the agency's system for routing incoming calls, we advise that Life calls be handled by Life staff. In emergency situations, enough information should be obtained on the first call to enable the Life producer to reach the caller again, even if communications are difficult; don't lose the caller!