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Salespeople call on customers for dozens of reasons. Many calls are related to getting a specific order and are therefore, conventionally and legitimately, spoken of as sales calls. But other calls on customers and prospects aren't really sales calls - at least not directly - because they aren't aimed at securing a specific piece of business.

The asp might’ve been dangerous in Cleopatra’s time, but today an ASP (Application Service Provider) could save your agency’s life. The major vendors, such as Applied Systems, e-bix, and AMS Services, offer agents and brokers the use of their agency management system software over the Internet through high-capacity servers that are managed by and located in the vendor’s facilities. This document by Sharon Cunningham will help you determine whether it’s time for you to consider using an ASP.

Are you a trained or an untrained listener? Do you know the difference? This quiz by Lynn Thomas, based on her one-day workshop "Communication: The Essential Ingredient to Success," will help you to refine your listening skills.

Writing EPL insurance on an occurrence basis has its advantages. For example, under claims-made policies, the limit of Liability may be more prone to exhaustion. Because a claims-made policy may cover prior acts, the limit of Liability might be spread over many years. It may be necessary to increase the limit beyond what might be considered sufficient under an occurrence policy. Another drawback of claims-made coverage is that as soon as the policy is canceled or expires, coverage ceases.

With the dawn of every new media technology comes the fear on the part of agents that their customers will either find a new agent or buy insurance direct from the company. In this document, Sam Meyer describes how you're now in a position to encourage your clients and prospects to buy their insurance direct — direct from you!

A sample merger agreement between two insurance agencies.

In this document, Jack Fries excerpts questions from the Sales Success Profile, a sales skill test developed by Lousig-Nont and Associates (Las Vegas). The Sales Success Profile is the only sales test on the market based on assessing actual selling skills, not personality.

Most agencies plan, measure and record the sale of new business, but very few take the time to really control the loss of business to the agency. It is the opinion of our firm that no agency really profits if business keeps coming in the front door and going out the back.

Have you ever heard the line, "talk is cheap"? Many insurance carriers, agencies, wholesalers, and vendors are finding ways to cut costs. In this document, Jeff Neilson helps you determine whether your organization is paying too much for telecom services.