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Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills - and grow their sales.
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'THE CONVERSATION': DOING IT RIGHT by Don Phin Should you let problem employees go - or grow? I cant tell you how many times clients have posed this scen...
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DO YOU HAVE A GOOGLE PRESENCE? by Bill Cates When someone tells you about a resource (person, store, vendor, service, etc.) do you Google them first? I know I do. When othe...
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COVER LETTER WITH HOMEOWNERS - DIRECT BILL Dear (Customer Name), Enclosed is your renewal Homeowners policy with (Company Name). In order to keep the cost of Homeowners insurance down, (Company Name...
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E&O CLAIMS: THE DISCOVERY PROCESS by Ken Buehler There are three discrete stages of 'discovery' in an Errors and Omissions (E&O) claim. Discovery begins when the agency first becomes aware tha...
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MAILING LIST MANAGEMENT by Monica Woldring The uses of mailing lists are many and varied. Some of the most common uses in the insurance industry include sending letters to clients, newsle...
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HOW DO YOU ENSURE THAT TRAINING WORKS? by Monica Woldring Insurance agents today all spend time and money on training staff. The training may take place on the job or in seminars and courses. W...
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NONDISCLOSURE AND CONFIDENTIALITY AGREEMENT AGREEMENT made this ____ day of ________, 20__, by and between THE SELLER INSURANCE AGENCY, INC., a Massachusetts corporation having its principal pl...
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MINE THE INTERNET FOR PROSPECTS by Steve Anderson You can strike gold if you know where to look. A good place is the Internet. Insurance is all about making sales. And yo...
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'We don't want to be all things to all people,' says one agency manager, 'so we want to identify a niche for Life insurance agents to master. Do you have any suggestions?'