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insurance agent
Articles tagged with insurance agent
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CONSULTATIVE SELLING WORKS! by Al Diamond In a soft market, dont sell your clients - help them! The only...
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CONVEY BAD NEWS POSITIVELY There's nothing like being the bearer of bad new. Yet this letter shows how you can inform your clients of what's going on, to position yourself as the clien...
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CROSS-SELLING: WHAT WENT WRONG? by Jack Burke Why don't agencies invest more energy in cross marketing additional policies to existing customers? ...
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CUSTOMER SERVICE: ACTIONS SPEAK LOUDER THAN WORDS by Jack Burke I recently attended a city council meeting in Hollister, Missouri, a sister city to Branson. I attended in order to support...
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Developing new business is an integral part of every insurance agent’s regimen. There are endless ways to go about looking for new business. Jack Fries explains why successful agents must know how to focus their efforts to engage in the most efficient methods possible.
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DEVELOPING A BUSINESS CONTINUATION PLAN by Douglas Henderson Offer your expertise to help keep your clients in business when disaster strikes. More and more companies are thi...
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DIVORCE AND AGENCY VALUE: SEPARATING GOODWILL by Roy Phillips In my agency valuation work with agents and their spouses in divorce cases over the past 15 years, the issue of profe...
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You've recently welcomed a baby into your family, and now you're ready to plan for your child's future. You already know that life insurance is a wise financial decision for you, but does your newborn need life insurance?
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DOING YOUR DUTY: PROFESSIONAL CONDUCT, E&O, AND YOU by Roy Phillips and Rick Oldenettel Every agent, and every agency, has specific legal duties to its insureds and insurers. The U.S. ...
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E&O LEGAL ACTIONS: THE AGENCY NEMESIS by Roy L. Phillips, CIC, CPIA and Dan R. King, CPIA This article addresses an insurance agency's the most common practices that lead to Errors and Omissio...