process

Articles tagged with process


Divide Sales Duties Into Marketing And Selling

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DIVIDE SALES DUTIES INTO MARKETING AND SELLING Some CSRs have trouble marketing because they confuse it with selling. The whole concept of persuading a customer to sign an application for a policy ca...

Do Advertising And Marketing Work?

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AlDiamond1
DO ADVERTISING AND MARKETING WORK? by Al Diamond It never ceases to amaze me. Even though the Independent Agency System is totally sales driven, too many agents do an abysmal job in ma...

Do You Forget To Ask For Referrals?

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DO YOU FORGET TO ASK FOR REFERRALS? THESE FIVE QUESTIONS CAN HELP! by Bill Cates A common referral challenge I hear in my seminars and coaching programs is the issue of forgetting ...

Don’t Go Too Far When Asking For Referrals!

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DONT GO TOO FAR WHEN ASKING FOR REFERRALS! by Bill Cates After reading a new book on referrals, I was shocked! The author opened with a story of an occasion when he asked for refer...

Due Diligence Isn’T A Strategy! Paralysis By Analysis

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DUE DILIGENCE ISNT A STRATEGY! PARALYSIS BY ANALYSIS by Mike Manes Due diligence is a process that allows everyone involved to CYA (a military term that means 'cover your ass...

Employee Theft

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EMPLOYEE THEFT Dear (Customer Name): $42,000 lost through secretary's check forgery. $600,000 lost when trusted bookkeeper funneled off funds over a 10-year period. ...

Excellence: Turn Up The Heat!

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EXCELLENCE: TURN UP THE HEAT! by Don Phin How to transform your agency from good to great. Greatness an...

Find Out Why Your Customers Leave

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FIND OUT WHY YOUR CUSTOMERS LEAVE by Jack Fries It costs about five times more to obtain a new customer than to retain an existing one. Though companies spend thousands of dollars to cr...

Finding New Talent Starts With Smart Hiring Practices

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FINDING NEW TALENT STARTS WITH SMART HIRING PRACTICES by Mark Shlien Although the recession has resulted in layoffs, many insurance agencies are still hiring. However, changing job requir...

Five Keys To Achieving Your Goals

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FIVE KEYS TO ACHIEVING YOUR GOALS by Pamela Millard Plenty of things can distract you from your goals. Its all about making sure your goals meet a few critical criteria: Engagement...

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