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Selecting And Hitting Your Target Markets

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SELECTING AND HITTING YOUR TARGET MARKETS by Thomas R. Chapman, CIC, CPCU Target marketing is a great technique for writing new business. But to implement it effectively, an agency must choo...

Solving Client Life Insurance Problems

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SOLVING CLIENT LIFE INSURANCE PROBLEMS 'A couple is adopting a child from abroad and they have a problem,' reports a P/C agent 'It seems that the adoption agency requires that the child carry Life...

Target Specific Industries

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TARGET SPECIFIC INDUSTRIES THERE'S SAFETY (and savings) IN NUMBERS Dear (Customer Name): Did you know that your business can achieve a better safety record and better bargaining p...

The Brokerage Selection Process: Effective Client/Prospect Competition

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The old marketplace selection process is futile. There simply aren’t enough carriers to go around, it’s not in the client’s best interests, and it doesn’t allow a firm to differentiate itself. To make matters worse, the average hit ratio is a whopping 15%! Rob Ekern recommends (and explains) the Brokerage Selection Process for developing and retaining revenue.

The Telemarketing Concept

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THE TELEMARKETING CONCEPT Telemarketing separates the prospecting and sales functions in an insurance agency, leading producers more time to sell. Telemarketers spend the majority of the...

The Telemarketing Process

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Before implementing a telemarketing campaign, several key issues need addressing to be sure your objectives are met.

To Boost Profits, Cut Agency Expenses: Part I

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TO BOOST PROFITS, CUT AGENCY EXPENSES: PART I by Jack Fries and Gary Holgate For your agency to survive, and thrive, youll need to implement effective expense con...

Work Flow Procedures Manual- Commercial Renewal Procedure

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COMMERCIAL INSURANCE RENEWAL PROCEDURE We divide commercial accounts into Regular Commercial Accounts and Special Commercial Accounts. The determination of the classification of the accounts dep...

X-DATING EFFECTIVELY

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X-dating is the name of the game. If you anticipate to grow; if you expect to even maintain last year's volume in this price cutting market; then you'd better believe X-dating is a must.

Expiration Date! Renewal Date! Anniversary Date! Call it whatever you wish. But without a pocket full of X-dates, you are "whistling Dixie" while some direct writer or, even worse, your fellow association contemporary, is marching off with your share of the market.

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