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Auto Dealers - "We Understand Your Business"

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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...

A Practical Guide For Re-Engineering Your Agency

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'Call it whatever you like-re-engineering, restructuring, transformation, flattening, downsizing, rightsizing, a quest for global competitiveness- it's real, it's radical, and it's arriving every day at a company near you.' (Fortune April 5, 1993)



Agent Gets His Mojo Back

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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,...

Are Your Life Insurance Policies Written In Gibberish?

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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.

As Goes Agency Growth, So Goes Value

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AS GOES AGENCY GROWTH, SO GOES VALUE by Chris Burand Growth is a key factor in an agency's value. Chris Burand explains why poor or erratic growth is a risky investme...

Pre-Approach Letter

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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...

Agency Brochure Enclosed

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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...

What About The Yearly Account Review?

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WHAT ABOUT THE YEARLY ACCOUNT REVIEW? by Grace Bauer Have you ever thought about completing a yearly account review of your insureds in Commercial and Personal lines? You might be thinking,...

Being Assumptive With Referrals Can Help Or Hurt!

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BEING ASSUMPTIVE WITH REFERRALS CAN HELP OR HURT! by Bill Cates There are times when being assumptive in the sales and referral process can help you help your clients. there are also tim...

Acquiring An Insurance Agency

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ACQUIRING AN INSURANCE AGENCY by Carol Hammes The buying and merging of insurance agencies continues to be a hot trend. Traditional buyers, such as larger local agencies, regional f...

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