IMMS Library

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MARKETING MISTAKE: NOT UPSELLING, CROSS-SELLING, OR BACK-ENDING YOUR PRESENT CUSTOMERS by Stephen Anderson As every agency owner knows, identifying prospects an...

Agency Sales: Synergies And Layoffs

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AGENCY SALES: SYNERGIES AND LAYOFFS by Chris Burand Employee layoffs after an acquisition mean that an agency has serious management issues. A ...

$50 Million Life Insurance Sales Starts With P/C Agents

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$50 MILLION LIFE INSURANCE SALES STARTS WITH P/C AGENTS Life agents can learn much from the following Life case written by a mother-daughter team. It all started, the agents said, when another agent...

Auto Subrogation - Follow Up No. 1

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Dear (Customer Name), RE: Type of Loss Date of Loss Other Party Amount of Loss Because ( ) has not heard from you in response to our...

Disaster Planning For Agents

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DISASTER PLANNING FOR AGENTS by Steve Anderson If we arent prepared to deal with a disasters effects on our own operations, we wont be in a position to help our cli...

Backlog! Are You Keeping Up?

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BACKLOG! ARE YOU KEEPING UP? by Grace Bauer Does your office have a serious backlog problem? If you answered 'no' to this question, think again! Most of the offices I talk to every...

25 MARKETING IDEAS YOUVE (PROBABLY) NEVER CONSIDERED USING BEFORE by Tom Baker Do you ever come up blank when trying to think of creative ways to grow your agency? Believe ...

Coaching Salespeople

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COACHING SALESPEOPLE by Bob Ayrer All of the selling expertise and rah-rah sales rallies in the world dont mean a thing unless you can convert this knowledge into skill ...

Give Your Employees The Ability To Motivate Themselves

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We've all heard of the wondrous salesperson who can sell sand in Arabia or refrigerators in Antarctica. But actually finding one for your business can be as hard to do as-well, selling sand in Arabia or refrigerators in Antarctica!

Audit Explanation - Credit

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Dear (Customer Name): RE: Policy Audit Period We have checked this final audit for your (Type of Policy) as to rate and computation. However, the payroll ...

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