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THE NEXT CHALLENGE: CUSTOMIZED DISTRIBUTION MODELS As the demand to identify and meet customer needs intensifies, the insurance industry is being challenged to respond with customized, multiple-...
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INSURANCE DISTRIBUTION TRENDS AND THE EFFECTS OF CHANGE It's remarkable that the insurance industry has experienced only evolutionary - not revolutionary - change in its structure, processes, s...
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AGENCY GUARANTEES THAT WORK According to a Roper Report survey, a money-back guarantee is a much more effective advertising approach than a celebrity endorsement. Here's the breakdown of the survey ...
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USE BUSINESS ENVELOPES FOR DIRECT MAIL The next time your agency orders its business envelopes, why not use the backside of the envelope for direct-mail appeals? Here's one sugg...
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CAUSE-RELATED MARKETING: BOLSTER YOUR IMAGE BOLSTER IMAGE WITH PROSPECTS AND CUSTOMERS Pepsi Cola spends millions of dollars on television advertising to burn that image into the minds of so...
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COMMERCIAL INSURANCE CLAIMS PROCEDURE The most important service that we provide a customer is Claims Service. Most agencies put a very low priority on items such as claims reporting and follow ...
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COMMERCIAL INSURANCE AUDIT PROCEDURE In most agencies, audits are processed much like all other types of mail. Because of the adverse financial impact that an audit can have upon an agency, it i...
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COMMERCIAL INSURANCE CANCELLATION PROCEDURE There are three goals to the cancellation procedures. They are as follows: Determine the cause so that the agency can prevent future ero...
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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE SPECIAL COMMERCIAL ACCOUNTS 1. If possible, CSR/Marketer obtains a renewal policy number from the company. If none is available, as...
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COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...