Raley, Watts & O'Neill
Contact Us
contact_phone Click to call
Raley, Watts & O'Neill
Contact Us
contact_phone Click to call

Member Content

Member Content - Content Package

Letters (Customer Service)

Back

Reframe Referral Objections

This content has not been rated yet.

CMEditor
When someone is reluctant to give you referrals, it's likely that they're concerned about their friends' or colleagues' reactions to their names coming up in conversation and to your calling them. They could be afraid that their friends or colleagues wouldn't appreciate having a salesperson unleashed on them.

Sample Presentation Package

This content has not been rated yet.

CMEditor
[NAME OF COMPANY HERE]

Presented by:

Producer's Name Here

Date

ABOUT YOUR PROPOSAL

We ask that you do not accept our brief description of the insurance coverages as a complete explanation of the policy terms. A narrative description can never replace a policy. The actual policy language will govern the scope and the limits of the coverage provided. You may wish to consult your attorney concerning this.

Standards Convergence Needed for Customer Satisfaction

This content has not been rated yet.

CMEditor
It's a world in which insurance is converging with financial services, virtual companies are challenging traditional suppliers for market space, and agencies and brokerages are feeling the competition from new distribution channels.

There's NO Such Thing as Failure!

This content has not been rated yet.

CMEditor
When you come right down to it, failure is a word we use to describe anything short of absolute success. Like perfection, success is unforgiving, when measured systemically. You either succeed or you don’t. For many people, there is nothing between success and failure. It’s an either/or, all-or-nothing outcome. Get an interesting and inspiring perspective on the concept of failure in this document by Mitch Axelrod.

Why Is It So Darn Easy To Say ‘No?’

This content has not been rated yet.

CMEditor
Often, there's more risk in customer service when the answer to our concerns is yes. Can you...

    • 1
    • 2