|
|
|
|
|
|
step
Articles tagged with step
|
|
|
|
|
|
This content has not been rated yet.
RECRUITING GOOD LIFE AGENTS To the city dweller, the question in the headline may sound silly; Life agents are underfoot everywhere. Even in rural areas, there often seem to be more than enough peopl...
1 Verified Reviews - 5 of 5.0
In order to properly serve our clients and prospects we must first diagnose their problem and pain. The way we do this is to ask questions. Find out where they are hurting and why. If we jump right into quoting or fixing without diagnosing the problem how do we know they best way to treat their pain? WE DON'T.
This content has not been rated yet.
Few steps of forming a business relationship have more importance than qualifying the prospect's interest and commitment. It's a high-payoff and high-value use of your time, and leads to a constructive outcome for both parties in the relationship.
This content has not been rated yet.
1. PURPOSE 1.1 The purpose of public safety policies and procedures is to protect the public from...
This content has not been rated yet.
THAT PERSONAL TOUCH by Grace Bauer Are you still sending those personal thank-you notes to your insureds throughout the year? How about the initial claim letter expressing your concern an...
This content has not been rated yet.
So what are 'incurred but not reported losses,' and what do they mean to your agency? The key to a credible analysis of IBNR is to gather as much data as possible that’s unique to the insurance program. Al Rhodes shows you how to analyze your IBNR in this document.
This content has not been rated yet.
Although the reasons to plan are as endless as the individual needs of each agency, there are a number of common factors. Jack Fries reviews the importance of planning to your agency's success.
This content has not been rated yet.
THE SIX -STEP SALES TRAINING PROGRAM FOR THE CSR by Dana Falardeau, CIC Train your CSRs to sell and watch your revenues grow! Who speaks to your customers more than anyone els...
This content has not been rated yet.
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...
This content has not been rated yet.
TRANSITION FROM THE P/C TO THE LIFE SALE: MODULE IV-C In the P/C agency, you will often find yourself with the opportunity to approach both the P/C and the Life sale at the same time wit...