policies

Articles tagged with policies


How Important Is 'Paying For It Easier'?

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CMEditor
Over the years, there have been a host of surveys taken on consumer opinions about Personal Lines insurance. The major question is...

How to Get the Best from Your Data?

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TheodoreFranz
The prediction is that business intelligence (BI), currently regarded as a specialist technology utilized primarily by experts who work in big companies and organizations, will soon become a valuable mass-market tool.

Imagining A Marketing Manager's Conversation

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CMEditor
IMAGINING A MARKETING MANAGER'S CONVERSATION by Knight Berman How a company makes decisions and executes them has long been a puzzle to agents. Sometimes, the decisions seem to ref...

Insurance Policies Demand Careful Review!

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CMEditor
INSURANCE POLICIES DEMAND CAREFUL REVIEW! Because insurance policies are legal documents, some agents and brokers mistakenly assume that they have been subject to meticulous examination by the insure...

Key Mistakes People Make When Taking Out an Insurance Policy

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CMEditor
Are you considering getting an insurance policy? An insurance policy is a term which is common to adults, and most of them don't even know that they already own one. Whether it is life, home, car, renters, or any other type of insurance, people generally go for them. The insurance companies also launch different schemes to attract the masses.

With so many options, it becomes difficult to choose the right policy. In the process of choosing, people make various mistakes. Here, we'll focus is on the different mistakes people make while buying a home insurance and life insurance policy. If these mistakes are considered and prevented, then policy buyers can save a big chunk of money and can get what they actually pay for.

Managing Small Accounts

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MANAGING SMALL ACCOUNTS by Carol Hammes Most independent insurance agencies consistently receive between 15% and 25% of their total revenues from their 10 largest accounts. If you think that your ...

Maximize The Cross-Line Selling Opportunity In Your Agency

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CMEditor
MAXIMIZE THE CROSS-LINE SELLING OPPORTUNITY IN YOUR AGENCY by Harlan Warthen Maximizing the cross-line selling opportunity in your agency can generate thousands of dollars in new busine...

New Homeowners

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Dear (Customer Name), CUSTOMER SALUTATION GOES HERE THANK YOU! We appreciate your placing your HOMEOWNERS INSURANCE with (Company Name). We find that for convenience and service,...

Procrastination is the greatest labor-saving device ever invented. Agency owners look at various changes they can make in their agency and say, 'This is a great idea and I’ll implement it as soon as I can get around to it.' In this document, Jack Fries suggests that you eliminate the talk and resolve to take action in the New Year — and watch your profits grow.

Payroll Deduction-The Benefit

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CMEditor
PAYROLL DEDUCTION-THE BENEFIT by Charles Robinson The marketing of insurance in the workplace, allowing employees to pay for the policies by automatic paycheck deductions, is not new. I...

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