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Insurance Direct Marketing

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INSURANCE DIRECT MARKETING by Ed Drake Rather than focusing solely on how to handle business within the agency, managers must direct their focus to marketing prec...

Keeping Ahead Vs. Keeping Up

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JackBurke
KEEPING AHEAD VS. KEEPING UP by Jack Burke Through the years, businesspeople have spoken the language of proactive marketing while implementing strategies th...

Let Your Customers Rate You

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CMEditor
This letter and questionnaire generated quite a response and helped one agency that sent it learn a lot about their image. The response rate to the letter was 13.23% --...

Life/Health Prospecting & Sales Tips

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CMEditor
LIFE/HEALTH PROSPECTING & SALES TIPS Here's a sampling of several sterling selling tips from some of the country's greatest Life/Health salespeople: At the close of a session with a friend w...

Lost Account W/Questionnaire

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CMEditor
LOST ACCOUNT W/QUESTIONNAIRE With the lingering image problems suffered by everyone in the financial services area, our industry is in particular need of focusing more sales dollars on e...

Make Your Clients Feel Appreciated!

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MAKE YOUR CLIENTS FEEL APPRECIATED! by Catherine Oak At your next general staff meeting, ask your people what they can do to get each client they see to feel appreciated. Have a leader ga...

Making A Sale Vs. Having A Customer

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CMEditor
MAKING A SALE VS. HAVING A CUSTOMER excerpted from an article by Stephen Anderson While you as a CSR might not be directly responsible for selling new business, you are often asked to hel...

Mobile Home Insurance

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MOBILE HOME INSURANCE Dear (Customer Name): Hi, I'm (Your Name) of (Your Agency Name) at ( ). Your neighbors, ( ), wanted me to tell you about their Mobile Home insurance and ...

Offer To Review Present Insurance

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CMEditor
OFFER TO REVIEW PRESENT INSURANCE Dear (Customer Name): It took a lot of hard work to buy your home. If you're like the average American in pursuit of a dream home, you spent evenings and weekends ...

OUT OF THIS WORLD: TAKING ADVANTAGE OF NEW TECHNOLOGY (PART II) by Steve Anderson This article (second in a two-part series by Steve Anderson)provides guidelines on maki...

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