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Articles tagged with kind


Got Novocain With That Call List?

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CMEditor
GOT NOVOCAIN WITH THAT CALL LIST? by Chris Burand A study by Sandler Sales Systems (May 19, 2010, Reuters), identified cold calling as worse than giving speeches, and celibacy was prefe...

Homeowners Client Relationship Building And Referral Letter

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CMEditor
NOTE: THIS LETTER IS MEANT TO BE USED IN CONJUNCTION WITH REFRIGERATOR MAGNETS LISTING INSURANCE AGENCY CONTACTS AND PHONE NUMBERS, AS WELL AS EMERGENCY FIRST AID TIPS AND HOSPITAL/POLICE NUMBER...

Individualized Insurance

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INDIVIDUALIZED INSURANCE Dear (Customer Name): NO TWO BUSINESSES ARE ALIKE. So why should your insurance program be the same as another company's? (Your Agency Name), we know that no two...

Planning For A Merger: Filling In The Blanks

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CMEditor
Check out this creative approach to the merger process.

Planning is like making a jigsaw puzzle. You have to look carefully at the picture you want to create, spread out and sort the pieces, make the border, and finally fill in the blanks.

Post-Employment Release Of Employment Information

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CMEditor
POST-EMPLOYMENT RELEASE OF EMPLOYMENT INFORMATION (FOR FORMER EMPLOYEES) I, , hereby authorize to release information to prospective employers regarding my employment with this com...

Pre-Approach Letter

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PRE-APPROACH LETTER Dear (Customer Name): 'ONE SIZE FITS ALL.' Is that the kind of insurance program for which you're paying? Although this approach might work with socks, it hardly s...

Premium Financing Agreement

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PREMIUM FINANCING AGREEMENT Dear (Customer Name), RE: Policy Policy Number Company As we agreed, the premium for this policy is being financed with ( ). It is very important tha...

Producer Success Lesson 26

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RandySchwantz
PRODUCER SUCCESS LESSON 26:

Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills -; and grow their sales.

Puttin’ On The Ritz — Building A Customer Service Culture

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CMEditor
PUTTIN ON THE RITZ BUILDING A CUSTOMER SERVICE CULTURE by Bill Wilson If youve ever stayed at a Ritz-Carlton hotel, Im betting that the experience was o...

Referral Events that Produce Great Referrals

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CMEditor
A few days ago, I received a call from one of our Referral Boot Camp graduates, Greg, who was experimenting with Referral Events and not having the success he’d hoped for. Although many clients attended his events, they didn’t always bring a guest for him to meet — even though it was requested on the invitation. Greg didn’t feel that he could turn down his clients’ desire to attend his events, even though they didn’t have a guest to bring.

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