outline

Articles tagged with outline


Bottom-Line Approach

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BOTTOM-LINE APPROACH Dear (Customer Name): PUT OUR 'BOTTOM-LINE APPROACH' TO WORK FOR YOU! If you do, you'll have the most accurate, scientific, and comprehensive m...

Comprehensive Insurance Program

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COMPREHENSIVE INSURANCE PROGRAM Dear (Customer Name): Does your business have Property insurance? How about Liability, Automobile, Crime, and Workers Compensation insurance? If you said 'yes' to a...

Cross-Selling To Clients Telemarketing Script

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CROSS-SELLING TO CLIENTS TELEMARKETING SCRIPT Producer: Hi, (CLIENT NAME), this is (NAME) from (ABC AGENCY). How are you today? The reason I called is because when (ABC AGENCY) began han...

Develop A Legal Fee Management Strategy Before You Need It

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DEVELOP A LEGAL FEE MANAGEMENT STRATEGY BEFORE YOU NEED IT by John Beringer In a significant majority of lawsuits, legal fees outweigh t...

Document Your Accounting Procedures

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DOCUMENT YOUR ACCOUNTING PROCEDURES - Grace Bauer

Financial Institutions - "We Are Specialists"

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FINANCIAL INSTITUTIONS - 'WE ARE SPECIALISTS' Dear (Customer Name): IT'S JUST GOOD COMMON SENSE . . . to consult (Your Agency Name) when you're looking for Financial Institution insur...

Legal Outline For California Agencies - Introduction

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LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES INTRODUCTION This outline is written for the owners of small or medium sized California property and casualty independent insurance a...

Marketing Activity Routines

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This provides an outline of a client contact program for Marketing Representatives.

Producer Success Lesson 30

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RandySchwantz
PRODUCER SUCCESS LESSON 30:

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.

Stewardship Reports — An Antidote To Market Insanity: Part II

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STEWARDSHIP REPORTS AN ANTIDOTE TO MARKET INSANITY: PART II by Rob Ekern In the second of his two-part series, Rob Ekern tells you how to get maximum mileage out of the Ste...

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