This content has not been rated yet.
CUSTOMER CONTACT USING THE 20/60/20 RULE by Paige Proctor Effective customer contact in Personal Lines and small Commercial Lines always presents a dilemma. You know you should make reasona...
This content has not been rated yet.
DEALING WITH SUBSTANCE ABUSE If you're in business, you must face some facts: 70% of all illegal drug users are employed either full or part time, suggest...
This content has not been rated yet.
SALES CAMPAIGNS: MODULE V INTRODUCTION This module is designed to give you specific information about marketing selected Life insurance products. You'll find tha...
This content has not been rated yet.
SUPERMARKETS - COMPARISON SHOPPING Dear (Customer Name): A SUPERMARKET MAY NOT SEEM LIKE A RISKY BUSINESS . . . yet you know that the risks involved are great. So do we. We're (...
This content has not been rated yet.
FIFTY YEARS' EXPERIENCE IN HOMEOWNERS Dear (Customer Name), This may come as a surprise to you ... in the next few days, your banker might spend a substantial number of your hard-earned dollars (ve...
This content has not been rated yet.
WHEN IS BODILY INJURY NOT PERSONAL INJURY? Dear (Customer Name), WHEN IS BODILY INJURY NOT PERSONAL INJURY? Does your firm carry Liability insurance? Of course, it does. And does your Lia...
This content has not been rated yet.
CONVALESCENT AND NURSING HOMES - 'YOU PROVIDE CARE - SO DO WE' Dear (Customer Name): YOU'RE IN THE BUSINESS OF PROVIDING CARE. SO ARE WE. Your residents are often physically weak...
This content has not been rated yet.
COMMUNICATING INSURANCE JARGON Good communication skills are necessary to satisfy clients' needs-and that is the most important part of a CSR's job. A common barrier to good communication, an...
This content has not been rated yet.
Most agencies are automated, some even using their second or third generation of automation. Many agencies load their policy data into the system, interface with their carriers and rarely access their paper files. Few agencies, however, are taking advantage of a well-managed client database. Gathering meaningful data that you can regularly manipulate is the key to successful database management.
This content has not been rated yet.
STAND TALL WITH STEWARDSHIP REPORTS by Rob Ekern Don'tbe left dangling on the hook of price and commodity. Stewardship is one of the most important techniques that agents and br...