professionals

Articles tagged with professionals


Business Coverage Upgrading

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CMEditor
BUSINESS COVERAGE UPGRADING IT'S OUR SPECIALTY Dear (Customer Name): Like any other businessperson, an insurance agent must target a certain type of business that he or she can ha...

Convalescent And Nursing Homes - "A Risk Management Program"

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Dear (Customer Name): You are in a difficult business. You have a staff of professionals who are responsible for many ill and injured...

Convalescent And Nursing Homes - "You Provide Care - So Do We"

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CONVALESCENT AND NURSING HOMES - 'YOU PROVIDE CARE - SO DO WE' Dear (Customer Name): YOU'RE IN THE BUSINESS OF PROVIDING CARE. SO ARE WE. Your residents are often physically weak...

Crisis Management Plan Procedures

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CRISIS-MANAGEMENT PROCEDURES by Douglas Henderson All businesses should have a plan of action to respond to a crisis situation. Disasters commence with little or no warning, and a good re...

Customer Service: Reality Check

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CUSTOMER SERVICE: REALITY CHECK by Mike Manes Mike Manes presents a series of episodes that he observed in a single week while visiting his mother-in-law during a rece...

Estate Planning Attorneys Make Great Allies

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I recently had the pleasure of interviewing Linda Dobson, an estate-planning attorney from Los Angeles. She had this advice for financial services professionals who want to win referrals from estate-planning attorneys:

General Solicitation - "We'll Call You"

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GENERAL SOLICITATION - 'WE'LL CALL YOU' Dear (Customer Name): Can your Auto or Homeowners coverage help you get a better deal on your Life insurance policy? The answer is YES - if your Auto or H...

Outdated Insurance

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Dear (Customer Name): It's frightening how quickly things change. Take your insurance policy. You may have signed it yesterday, but it could already be outdated. New legislation...

Prospective Clients

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Dear (Customer Name): When you sit down to pay your Homeowners insurance premium, do you think about what you're paying for? Do you worry that you might be paying for more cover...

Pulling New Clients To The Professional Services Firm

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JohnGraham
PULLING NEW CLIENTS TO THE PROFESSIONAL SERVICES FIRM by John Graham It's taken long enough, but the professional services field has discovered marketing or, perhaps more ...

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