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relationship
Articles tagged with relationship
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BE A PR PRO: THINK LIKE A JOURNALIST! by Mike Maynard Why do so many journalists cringe when they receive phone calls, faxes, and e-mails from public relations professionals? Becaus...
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BE PREPARED WHEN CHANGING BANKING PARTNERS by Ron Overson Business banking relationships tend to be personal and long-term; they rarely change. However, as your agency grows, its needs change, a...
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BEING ASSUMPTIVE WITH REFERRALS CAN HELP OR HURT! by Bill Cates There are times when being assumptive in the sales and referral process can help you help your clients. there are also tim...
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BOTTOM-UP PLANNING by Ted Silver When an agency understands what individual agency employees want to accomplish from a production standpoint in terms of new and renewal business as ...
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BUDGETING: WHAT, WHY, AND HOW? by Al Diamond Most insurance agencies dont budget. They operate on the lsquo;Money-in-the-Bank or the lsquo;Sell-and-Hope-for...
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BUILD CUSTOMER CONFIDENCE AND LOYALTY FOR THE LONG TERM by Mary Beth Bolen Historically, it's been fairly easy to write and renew coverage on an account for one to three years, after which th...
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Many readers have been asking me for scripts that cover the first phone call to a new referral prospect. Obviously, this first call will vary greatly for a number of reasons: The nature of your business, the circumstances of the referral, and whether or not your client introduced you in some way — just to name a few.
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CAN'T WE ALL JUST GET ALONG? by Al Diamond Conflict Resolution in Insurance Agencies You tell your clients and your carriers that your agency staff is not just professional and expert in the...
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CHANGING AGENCY-COMPANY RELATIONS by Bobby Reagan On January 26-27, 1998, Reagan & Associates and the Independent Insurance Agents of America (IIAA) sponsore...
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CLAIMS MANAGEMENT: AN IMPORTANT PART OF A SUCCESSFUL INSURANCE PROGRAM by Elizabeth Shaw, CPCU This writing is based on one simple premise: The integration of claims management into a commercia...