IMMS Library

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Appointment To Deliver Policy

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APPOINTMENT TO DELIVER POLICY Dear (Customer Name): Thank you for choosing (Your Agency Name) to handle your Group insurance program. We have a qualified staff ready to handle all your program's ne...

Tools For Finding People On The Web

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TOOLS FOR FINDING PEOPLE ON THE WEB by Steve Anderson FindMeOn is a profile management service that connects online identities across social networks, blogs, and photo sharing sites....

What's A Customer Worth?

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AlDiamond1
WHAT'S A CUSTOMER WORTH? by Al Diamond You work hard to sell insurance to new customers, we all know that, and that is why we pay for marketing and advertising to prospects, the general public...

Working In My Swimming Trunks: Home-Based Opportunities

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JackBurke
WORKING IN MY SWIMMING TRUNKS: HOME-BASED OPPORTUNITIES by Jack Burke Millions of Americans operate businesses from their homes. This document by Jack Burke offers recommendations for u...

All-Risk

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ALL-RISK Dear (Customer Name): You don't know for certain which horse is going to win the Kentucky Derby, or which stock will double next month. You can never be certain about what the future will ...

Telephone Techniques

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TELEPHONE TECHNIQUES by Mary Beth Bolen A business telephone is like a window: The telephone allows a person to 'see' into your company without ever walking through its doors. Moreover, you ha...

Achieving Success By Defining Service

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ACHIEVING SUCCESS BY DEFINING SERVICE Sometimes defining a problem goes halfway toward solving it. When warring factions spend months to determine the shape of the table for peace talks, for in...

Track Renewal Workflow

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TRACK RENEWAL WORKFLOW by Grace Bauer Even in the most efficiently managed agencies, there are times when one hand really doesnt know what the other is doing. In this documen...

A New Look At Insurance Agency Valuation

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A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...

It’S A Krispy Kreme World: Stop Trying To Grab Customers!

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Selling isn’t about making sales — it’s about engaging customers, entering into a conversation with them, and letting them respond when they’re ready to buy. That’s called marketing, and marketing makes sales. In this article, John Graham uses Krispy Kreme Donuts as an example of how a company finds ways to create excitement and build customer loyalty.

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