PERSONAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the CS...

PERSONAL INSURANCE NEW BUSINESS PROCEDURE Once a customer has placed the coverage with the agency, what that agency does in the next 30 days will probably determine the long term or short term r...

PERSONAL INSURANCE RENEWAL PROCEDURE DIRECT BILL 1. 60 days prior to expiration run expiration list. 2. Using mail merge capabilities of the system, generate personal lines direc...

WORKING YOUR PLAN FOR RENEWALS by Mary Beth Bolen Remember when 'renew same' or 'renew as is' with your initials written on the copy of a declarations page were acceptable directives for a...

YOUR AGENCY IN 2020 by Al Diamond Youll face a variety of challenges in planning for today - and the next decade. THE PAST ...

I spent many years coaching high school football. Whenever a team was underperforming, we went back to basics: blocking and tackling. If your agency’s sales and retention are suffering from the current economy, or if you wish to enhance your performance, it’s time to reinforce the fundamentals of any sales organization: asking for referrals and developing accounts.

When it comes to prospecting, every agent has done his or her fair share cold calling on the phone, the White Pages in hand,...

ZEROING IN ON SPECIFIC PROSPECTS PLAY THE 'NUMBERS GAME' Don Eve of the Eve Agency in Flint, Michigan , has this advice for prospecting: play the 'n...