renewal

Articles tagged with renewal


Renewal Letter

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RENEWAL LETTER Dear (Customer Name): Your ( ) insurance is up for renewal and we'd like to take this opportunity to remind you of our commitment to your insurance program. We have provided you wit...

Review And Renew

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REVIEW AND RENEW: CLIENT SERVICE AS A RETENTION TOOL Today's busy consumer prefers one-stop shopping to running around town in search of...

Sample Telemarketing Scripts

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The following are several telephone scripts* to use for sales-related duties such as x-dating, lead-generation, and qualification.

Service: Fumbling The Ball

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SERVICE: FUMBLING THE BALL by Brenda French Part one of this series by Brenda French takes a look at how poor service is costing the industry. The next two articles will discuss th...

Setting Appointments With Qualified Prospects Telemarketing Script

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SETTING APPOINTMENTS WITH QUALIFIED PROSPECTS TELEMARKETING SCRIPT Producer: Hello (PROSPECT NAME), my name is (NAME). I am with (ABC AGENCY) insurance. Several months ago we spoke brief...

Setting Up Review - "I'll Call"

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Dear (Customer Name): BECAUSE YOU'RE AN IMPORTANT MEMBER OF OUR AGENCY FAMILY . . .I'd like to take a few minutes to discuss your ( ) policy...

Stewardship Reports — An Antidote To Market Insanity: Part II

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STEWARDSHIP REPORTS AN ANTIDOTE TO MARKET INSANITY: PART II by Rob Ekern In the second of his two-part series, Rob Ekern tells you how to get maximum mileage out of the Ste...

Tools For Commercial Renewal Handling

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TOOLS FOR COMMERCIAL RENEWAL HANDLING by Gil Simonds Commercial P/C agencies have been using a variety of renewal checklists for years. The checklist shown in conjunction with this articl...

Total Account Solicitation

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TOTAL ACCOUNT SOLICITATION Dear (Customer Name): If you're like most of our clients, you welcome the idea of having all your insurance needs handled by one agency. Not only is it more convenient, b...

Track Renewal Workflow

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TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...

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