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Articles tagged with note


Procedure Guide

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PROCEDURE GUIDE Dear (Customer Name): In order to make the reporting of claims as quick and easy as possible for you, we have enclosed a brief claims procedure guide. We recommend that you keep...

Profile Checksheet Of Agency Heading Toward Bankruptcy

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PROFILE CHECKSHEET OFAGENCY HEADING TOWARD BANKRUPTCY by Chris Burand How healthy is your agency? This checksheet and financial analysis criteria can give you the answer. Use thes...

Public Relations: What Works?

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It's popular to hate the press these days. Between visions of Princess Diana's mangled black sedan and MSNBC's apparent broadcasting credo of 'all Monica, all the time,' it's easy to see why. Many who don't go so far as to hate the press still distrust it, thinking that a broadcaster's emotional ties begin and end with the Nielsen ratings. Again, given today's programming, this isn't difficult to understand.

Put Customers First

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PUT CUSTOMERS FIRST Without competition, producers would eventually become complacent and ineffective. Competition is necessary for growth. If salespeople had an exclusive product or service with ex...

Six Ways To Tap Into The Lifetime Value Of Your Clients

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SIX WAYS TO TAP INTO THE LIFETIME VALUE OF YOUR CLIENTS by Bill Cates Let me begin with a reminder: The lifetime value of your clients isn't just the business they can do with you over a...

Ten Tips That Fire Up Leads

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TEN TIPS THAT FIRE UP LEADS Networking is fundamental to lead generation, but many prospects do not know how to network properly. Ten networking tips, offered by Bob Burg, president...

That Personal Touch

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THAT PERSONAL TOUCH by Grace Bauer Are you still sending those personal thank-you notes to your insureds throughout the year? How about the initial claim letter expressing your concern an...

The Eight Deadliest Words And Phrases In Insurance

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THE EIGHT DEADLIEST WORDS AND PHRASES IN INSURANCE by Gary Blake Many of us become so dependent on templates and fill-in-the-blank processes for communicating that we sometimes overlook the ...

The Hero Factor: Use It For Referrals

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THE HERO FACTOR-USE IT FOR REFERRALS! by Bill Cates One reason people like to give referrals is to help their friends, ...

Two Steps To The Sale

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TWO STEPS TO THE SALE by Bill Cates This article will combined two concepts Ive discussed in the past and apply them to the process of turning prospects into clients. Foresh...

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