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Idea Center: Module Vi

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IDEA CENTER: MODULE VI In this module you'll find a gathering of ideas from P/C agents across the country who are selling Life insurance. The idea is for you to see how other agents are...

Survey Your Customers

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It's easy to lose sight of the fact that agencies are in the service business. But consider that all agents sell the same product-insurance. Why do some agencies blossom while others wilt? Service and marketing are keys. Too often, getting new customers (through marketing) is emphasized at the expense of keeping customers (through service). You have to do a first-rate job at both to have first-rate growth and to control expenses

Moving A Book Of Business

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MOVING A BOOK OF BUSINESS by Paige Proctor As insurance companies restructure, reposition, and reevaluate their effectiveness in the marketplace, change is inevit...

Offer To Review Present Insurance

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OFFER TO REVIEW PRESENT INSURANCE Dear (Customer Name): It took a lot of hard work to buy your home. If you're like the average American in pursuit of a dream home, you spent evenings and weekends ...

Homeowners Renewal/Coverage Increase

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HOMEOWNERS RENEWAL/COVERAGE INCREASE Dear (Customer Name), Here is the renewal of your homeowners policy. As you can see, your coverage is being provided by the (Your Agency Name) and contains the s...

Job Description: Sales Center Coordinator

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JOB DESCRIPTION: SALES CENTER COORDINATOR OBJECTIVE: Under the direction of the sales center manager, provide sales center support in obtaining and maintaining leads and dates and p...

Sales Management Is As Easy As A-B-C

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SALES SUCCESS IS AS EASY AS A-B-C by Emily Huling You've been told sales is a numbers game. Through tireless effort, you've established a prospect list of 700. All names and contact in...

Relationship Branding: Fulfill The Promise Of Your Brand

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RELATIONSHIP BRANDING: FULFILL THE PROMISE OF YOUR BRAND by Patricia Berry Although the basic idea of your brand mi...

Service Tips

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SERVICE TIPS Rusty Claton of Whillis-Harding Insurance in Kewlona, BC, has a poster in her office that reads: 'You don't have to be a millionaire to be sued like one.' It is effective ...

Cut Waste From Advertising

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CUT WASTE FROM ADVERTISING This advice on reducing the cost of your advertising program by eliminating 'waste' comes from...

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