This content has not been rated yet.
PROSPECTING MOTIVATION Successful prospecting relies upon motivational discipline; it's the single most important contributing factor to it. Prospecting requires discipline, not as in punishment, b...
This content has not been rated yet.
CHECKLIST OF SERVICES Dear (Customer Name): SHARPEN YOUR PENCIL AND CHECK OUT THE COMPETITION . . . and we bet you'll find that it pays to comparison-shop when you're...
This content has not been rated yet.
BOTTOM-LINE APPROACH Dear (Customer Name): PUT OUR 'BOTTOM-LINE APPROACH' TO WORK FOR YOU! If you do, you'll have the most accurate, scientific, and comprehensive m...
This content has not been rated yet.
INSURANCE REVIEW OFFER Dear (Customer Name): How long has it been since you had your Homeowners, Life, and Auto insurance reviewed? Every day someone suffers a loss and dis...
This content has not been rated yet.
CONFIDENTIAL ANNUAL REVIEW As a valued customer of XYZ Agency, we would like to take this opportunity to thank you for your confidence in allowing us to service your insurance needs. To ...
This content has not been rated yet.
HIRING, COMPENSATING, AND TRAINING TELEMARKETERS Hiring Telemarketers What do you look for when setting out to hire a telemarketer? Your first thought might be to go out and hire an experi...
This content has not been rated yet.
SETTING UP RENEWAL APPOINTMENT Dear (Customer Name), It's that time already. As you may recall, we contacted you in ( ) to discover when your (Type of Insurance) expired. We prom...
This content has not been rated yet.
RENEWAL POLICY INVOICE LETTER Dear (Customer Name), RE: Policy Number Company We are pleased to enclose your policy, which has been renewed according to your ins...
This content has not been rated yet.
RENEWAL THANK YOU! Dear (Customer Name), We know we don't say it often enough, but we want to thank you for being a valued customer at (Your Agency Name). It's clients ...
This content has not been rated yet.
TOTAL SERVICE Dear (Customer Name), Every agent and broker in the insurance industry promises 'good service.' Who wouldn't? We are a service industry, and no one would retain an...