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

Creating Safe And Effective Introductions

This content has not been rated yet.

CMEditor
CREATING SAFE AND EFFECTIVE INTRODUCTIONS by Bill Cates If youve been following my strategies for a while, you know that I view the word referrals as a for int...

Get Customers To Toot Your Horn And Build Your Bottom Line

This content has not been rated yet.

CMEditor
GET CUSTOMERS TO TOOT YOUR HORN AND BUILD YOUR BOTTOM LINE by Jack Fries Client testimonials offer a highly effective tool for building your sales and earnings. Marketing ex...

The Five Ways Agents Get Fired!

This content has not been rated yet.

CMEditor
THE FIVE WAYS AGENTS GET FIRED! by Rob Ekern Independent agencies and brokerages are facing a growing threat to their middle market Commercial clients. These firms are being squeezed from...

Follow The Rules When Completing Life Insurance Applications

This content has not been rated yet.

CMEditor
Through the years I have seen Life policy applications and agents' reports with erroneous information. You probably have, too. I don't mean judgment calls with room for honest disagreement; I mean downright wrong information. One of the most common untruths may be the statement that a new policy will not replace an existing policy, when in fact it will. The agent may save the trouble of bothering with replacement forms, but he or she also may be buying a big problem.

Linkedin Improvements

This content has not been rated yet.

CMEditor
LinkedIn IMPROVEMENTS by Steve Anderson LinkedIn is one of our favorite tools for researching and finding information about prospects and clients. Over the last several months, LinkedIn h...

Do Banks Overpay For P/C Agencies?

This content has not been rated yet.

CMEditor
DO BANKS OVERPAY FOR P/C AGENCIES? by James M. Campbell Since 1998, the banking industry has been the most active acquirer of Property/Casualty insurance agencies....

Would Your Agency Impress Vince Lombardi?

This content has not been rated yet.

CMEditor
Whether you watch the Super Bowl for the competitive drama or just for the commercials, Kevin Stipe asks you to consider these three similarities in strategy between championship caliber football teams and Best Practices insurance agencies.

Automated To Shop All Coverages

This content has not been rated yet.

CMEditor
AUTOMATED TO SHOP ALL COVERAGES LET US DO YOUR SHOPPING Dear (Customer Name): Whether it's for Automobile, Homeowners, Boat, or any other type of insurance, we shop the market...

Tardiness – What To Do With The Inherently Tardy?

This content has not been rated yet.

AlDiamond1
TARDINESS - WHAT TO DO WITH THE INHERENTLY TARDY? by Al Diamond Although you want everyone to be at work on time, yo...

Using The Phone

This content has not been rated yet.

CMEditor
USING THE PHONE by Mary Beth Bolen When your phone rings, you may or may not know who is at the other end of the line; you'll only know for sure if you have a receptionist skilled in the art of...

Search Articles/Libraries 
Select a Category
Choose a Content Package