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PREPARATION IS KEY TO MAXIMIZING THE VALUE OF YOUR AGENCY by Sharon Cunningham Use these guidelines to increase your agencys value and get the best price w...
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MARKETING WITH NEWSLETTERS by Jack Burke Newsletters. We see them every day. We subscribe to them, get them for free, market with them. We learn from them. But how much do we reall...
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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...
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Use this proven technique to turn Commercial Lines prospects into clients.
Does this sound familiar? You go into a sales interview telling your prospect that you work for one of the best agencies in town. You tell them you give great service, represent 14 markets, and would like a chance to prove your value. As a result, they give you the chance to bid on their account, and you feel like you’ve got your first victory. Incidentally, when you asked if there were any problems that you should address, they said, no — they just wanted you to do what you could to keep their insurance costs low.
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COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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MANAGING AGENCY WORKFLOW: GETTING THINGS RIGHT THE FIRST TIME by Grace Bauer Getting things right the first time depends largely on developing a program to review and audit procedures on a...
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REACHING OUT TO SELL SOMEONE by Monica Langley If you think telemarketing is only a bunch of people yakking on the telephone, think again. It lets agents prospect for business from Rapid Ci...
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SIXTEEN WAYS TO SURVIVE A RECESSION AND BUILD YOUR SALES by Patricia Berry Managers who approach tough economic times with a get-down-to-the-essentials attitude come out of a r...
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SAVE TIME-ORGANIZE YOUR DAY! by Grace Bauer Another day goes by. You woke up in the morning fresh, ready to start another day. By the end of the day, you wonder where the time went. What ha...
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HOW TO BE A HIGH-PERFORMING FIRM by Catherine Oak, CIC, AAI The more effectively you sell, market, and service, the more valuable your agency. ...