proposals

Articles tagged with proposals


20 Tips For Prospective Agency Buyers

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CMEditor
Before you buy an agency, check out these tips. If you're planning to purchase an agency, these guidelines are essential...

22 Effective Ways To Outmarket The Competition

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JohnGraham
22 EFFECTIVE WAYS TO OUTMARKET THE COMPETITION by John Graham Outmarketing competitors is easy - if you do it right. This takes a combination of work and savvy, but the results ...

Agencies And Brokerages Of The Future

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CMEditor
AGENCIES AND BROKERAGES OF THE FUTURE How will the agency/brokerage of the future be managed, and what will be its profile? A preview of the future should help insurance companies determine what valu...

Are You A Producer Or A CSR?

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CMEditor
ARE YOU A PRODUCER OR A CSR? by Grace Bauer There are plenty of producers out there who are really CSRs. Are you one of ...

Are Your Life Insurance Policies Written In Gibberish?

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CMEditor
I recently read four news items that relate to how consumers perceive Life insurance:
Insurance companies are “horrible” at getting people to understand what they’re talking about.
Surveys show that insurers are at, or near, the bottom of simplicity ratings.
More than 60% of people who own Life insurance have no idea what they own or how it works; and 29% said that although they need more insurance, no one has asked them about it.
More than one in four (26%) of Americans prefer to buy Life insurance through the internet, mail, or over the phone.

Budgeting For New Producers

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CMEditor
BUDGETING FOR NEW PRODUCERS by Chris Burand Few agencies consider the cost of new producers. Chris Burand explains why agencies wishing to grow or perpetuate need to focus on th...

Commercial Lines Marketing Plan: Part I

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CMEditor
Successful marketing of Commercial Lines requires a detailed plan. The first step is to assess where you are right now. In this first of a three-part series, Jack Fries examines the preliminary steps that an agency should take in marketing Commercial Lines.

Customer Service: The Agency Staff Survey

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CMEditor
CUSTOMER SERVICE: THE AGENCY STAFF SURVEY by Preston Diamond Find out if your CSRs are willing and able to provide quality client service. If you can't service your curre...

Do These Trends Pertain To You?

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CMEditor
DO THESE TRENDS PERTAIN TO YOU? by Curtis Pearsall Do you know what makes your business vulnerable to an E&O claim? This document by Curtis Pearsall helps you see what might be right un...

Good Underwriting Submissions Guarantee More Sales

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CMEditor
GOOD UNDERWRITING SUBMISSIONS GUARANTEE MORE SALES by Thomas Carpenter, CPCU Nothing is more discouraging to an experienced, professional large account underwrite...

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