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10 Ways To Fight Telephone Fraud

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10 WAYS TO FIGHT TELEPHONE FRAUD by Peter van Aartrijk Jr. Telephone industry analysts estimate that telephone fraud in the United States costs businesses and residences as much as $4 billion pe...

Agency Owners And Consultants: A Win-Win Relationship

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AGENCY OWNERS AND CONSULTANTS: A WIN-WIN RELATIONSHIP by Edward Curry Perceptive agents never lose sight of what makes their agencies succeed. Sooner or later, most...

Ask A Licensed Private Investigator, Part 4

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FRAUDBUSTERS: ASK A LICENSED PRIVATE INVESTIGATOR Part 4 Q: I've been told that California now allows 24-hour access to Department of Motor Vehicles (DMV) reports at $2 per record. How do I ge...

Cancellation - Request Policy

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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...

Cancellation - Request Policy 2

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CANCELLATION - REQUEST POLICY Dear (Customer Name), RE: At your request, we are sending the enclosed Cancellation Request/Policy Release to effect cancellation of the above policy on ( ). Please ...

Commercial Lines Pre-Approach

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COMMERCIAL LINES PRE-APPROACH Dear (Customer Name), HOW WELL DO YOU KNOW YOUR INSURANCE? With so many demands on their time, many business owners find it difficult to learn enough about t...

Contractors - A Difficult Industry

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CONTRACTORS - A DIFFICULT INDUSTRY Dear (Customer Name): Yours is a difficult industry. We at (Your Agency Name) know because we've been insuring general contractors for ( ) years. We also know yo...

Cross-Selling: Your Untapped Gold Mine!

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RandySchwantz
To cross-sell effectively, you’ll need to define the “competitive advantage” that shows the client why buying from you will benefit them. Take these four steps to cross-sell your clients by showing them that you can meet their needs more effectively than their incumbent agent.

Disability Income

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DISABILITY INCOME Dear (Customer Name), WHAT IF YOUR INCOME STOPPED TOMORROW? How long could you get by without any income? If you're like most of us, the answer would be: Not for very ...

E-Mail Marketing: Metrics 101

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E-MAIL MARKETING: METRICS 101 by Patricia Berry The beauty of e-mail is that when done right, those who interact with you through e-mail are even more likely to become long-term,...

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