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Articles tagged with request


10-Step Referral Prospecting System

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10-STEP REFERRAL PROSPECTING SYSTEM: SELLING/PROSPECTING/LEADS by Bill Cates You can create a steady flow of high-qual...

14 Tips For Sending Effective Press Releases

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14 TIPS FOR SENDING EFFECTIVE PRESS RELEASES by John Hewitt Know whom to send it to, not just where. Find out who the editor or reporter is for the section you want your release to a...

Access To Employee Exposure And Medical Records

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INFORMATION DATE 19891017 DESCRIPTION USDOL Program Highlights-Access to Employee Exposure and Medical Records SUBJECT Access to Employee Exposure and Medical Records U.S. Department of Labor Prog...

Approaching Friends For Referrals: I

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APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...

Audit Explanation - Prepare, Prepare

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AUDIT EXPLANATION - PREPARE, PREPARE Dear (Customer Name), THERE'S SOMETHING YOU SHOULD KNOW ABOUT AUDITS . . . As you know, Workers Compensation and General Liability policies are su...

Auto Coverage Cancellation

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Did you know that ...THE MAJORITY OF YOUR FELLOW DRIVERS HAVE HAD FEW OR NO ACCIDENTS WHILE DRIVING THEIR CARS?! In fact, The Insurance Institute...

Auto Subrogation

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AUTO SUBROGATION Dear (Customer Name), RE: Collision Loss Date of Loss Location Our Insured As insurance brokers for (Company Name), we have been advised of the acciden...

Avoid Information Overload

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Information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Laura Nettles tells you how to manage your work intelligently when everyone is expecting an immediate response.

Being Assumptive With Referrals Can Help Or Hurt!

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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...

Bonus/Compensation Plans: Part One

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BONUS/COMPENSATION PLANS: PART ONE by Jack Fries An incentive or bonus program requires many variables to be successful. Such programs too often reward work that wouldve been done...

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