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ANALYZING CUSTOMER PROBLEMS by Mary Beth Bolen The best customers are your existing customers. Some agree with that statement and some don't. There are some customers you'd probably rather b...
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ANNUITY PLAN Dear (Customer Name): Picture this: a warm climate . . . long breakfasts in the mornings . . . golf all afternoon . . . vacationing with the children . . . and no more 8-to-6 rat race! ...
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COMMERCIAL INSURANCE ENDORSEMENT PROCEDURE The ultimate goal for an automated agency would be to have endorsements processed as follows: customer calls with a change the ...
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STEWARDSHIP REPORTS AN ANTIDOTE TO MARKET INSANITY: PART II by Rob Ekern In the second of his two-part series, Rob Ekern tells you how to get maximum mileage out of the Ste...
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MAKING A SALE VS. HAVING A CUSTOMER excerpted from an article by Stephen Anderson While you as a CSR might not be directly responsible for selling new business, you are often asked to hel...
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WRITING AND CREATING YOUR AGENCY'S BUSINESS PLAN by Paige Proctor Use this proven, systematic approach to ...
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It seems that everyone has a strong opinion on profit potential in personal lines. The larger agencies with most of...
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The purpose of my call today is to ask you some questions about your present policy so I may provide you with a coverage and price comparison.
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John R. Graham is president of Graham Communications, a marketing services and sales consulting firm. Mr. Graham is the author of The New Magnet Marketing and of 203 Ways to Be Supremely Successful in the New World of Selling. He can be contacted at 40 Oval Rd., Quincy, MA 02170, (617) 328-0069, fax (617) 471-1504, e-mail
[email protected], or visit www.grahamcomm.com.
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USE CROSS-SELLING TO INCREASE CLIENT RETENTION by Lynn Thomas The more products and services your clients buy from you, the closer your relationship with them. In this document, Lynn Th...