IMMS Library

Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more!
Communications Marketing
Customer Service Planning
Finance/Accounting Risk Management 
Human Resources Selling
Legal and E&O  Technology
Life/Financial Services Glossaries
Management  Resources & Links

Your Seven-Step, One-Day Marketing Plan

This content has not been rated yet.

CMEditor
YOUR SEVEN-STEP, ONE-DAY MARKETING PLAN By Patricia Berry You dont have to kill a tree to create an effective plan. In fact, Patricia Berry can help you create a success...

Let’s Take A Rest!

This content has not been rated yet.

CMEditor
LETS TAKE A REST! by Grace Bauer I dont know about you, but lately the world has been on my shoulders. There is just too much to do and the world doesnt stop. ...

Auto Dealers - "We Understand Your Business"

This content has not been rated yet.

CMEditor
AUTO DEALERS - 'WE UNDERSTAND YOUR BUSINESS' NO ONE KNOWS YOUR BUSINESS BETTER THAN YOU Dear (Customer Name): Every business is special. In the auto dealer business, you have your own t...

The Profitable Power Of Cross-Selling And Up-Selling

This content has not been rated yet.

LynnThomas
THE PROFITABLE POWER OF CROSS-SELLING AND UP-SELLING by Lynn Thomas With all the information thats available on the benefits of account rounding, its amazing that agencies ...

Producer Compensation

This content has not been rated yet.

CMEditor
PRODUCER COMPENSATION Producer compensation plans among independent agencies vary tremendously. Pick up several compensation surveys and you'll observe variations that seem to confuse m...

Customer Service: The Agency Staff Survey

This content has not been rated yet.

CMEditor
CUSTOMER SERVICE: THE AGENCY STAFF SURVEY by Preston Diamond Find out if your CSRs are willing and able to provide quality client service. If you can't service your curre...

Agency Brochure Enclosed

This content has not been rated yet.

CMEditor
AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...

Are Your Life Insurance Policies Written In Gibberish?

This content has not been rated yet.

CMEditor
I recently read four news items that relate to how consumers perceive Life insurance:
Insurance companies are “horrible” at getting people to understand what they’re talking about.
Surveys show that insurers are at, or near, the bottom of simplicity ratings.
More than 60% of people who own Life insurance have no idea what they own or how it works; and 29% said that although they need more insurance, no one has asked them about it.
More than one in four (26%) of Americans prefer to buy Life insurance through the internet, mail, or over the phone.

Pre-Approach Letter

This content has not been rated yet.

CMEditor
PRE-APPROACH LETTER Dear (Customer Name): 'ONE SIZE FITS ALL.' Is that the kind of insurance program for which you're paying? Although this approach might work with socks, it hardly s...

Agent Gets His Mojo Back

This content has not been rated yet.

CMEditor
Mike called. As soon as I heard his voice, I knew that, like Austin Powers, he had his mojo back. Mike was on fire with enthusiasm,...

Search Articles/Libraries 
Select a Category
Choose a Content Package