Search CompleteMarkets

...oduction? You want to avoid the pitfalls that many P/C agents have encountered -- pitfalls that have killed Life-sales operation.... CLAIMS Auto [ ] Bodily Injury [ ] Property Damage [ ] Liability-non-Auto [ ]...

...insurance industry doesn't apply to all clients, but it does seem to be a prev... literacy goes beyond the basics of insurance knowledge; it demonstrates the f...

...pecialize in insurance coverage for all types of churches. When you need guida...One of our insurance specialists will call you soon to set up an appointment. ...

... Newsletters Employees Articles Blog Photos Group Connections Reviews 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 Categories Popular Recent All liability risks Articles tagged with liability risks Back Apartment Owners - "We'Re The Local Specialists" This content has not been rated yet. CompleteMarkets ... 4/30/2013 10:37:47 PM APARTMENT OWNERS - WE'RE THE LOCAL SPECIALISTS' Dear (Customer Name): YOU'VE GOT MORE TO WORRY ABOUT . . . than the average property owner - if you're not insured with (Your Agency .. All Articles by CompleteMarkets Editor Comments (0 ) Churches - "Not A Typical Business" This content has not been rated yet. CompleteMarkets Editor 2/5 /2014 12:00:00 AM Dear (Customer Name): One minute it's day care . ... . the next minute, a counseling appointment . . . followed by a session in strategic public relations. You.. All Articles by CompleteMarkets Editor Comments (0 ) Electrical Contractors- Your Business Is Our Business This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:37:47 PM ELECTRICAL CONTRACTORS - YOUR BUSINESS IS OUR BUSINESS YOUR BUSINESS IS OUR BUSINESS Dear (Customer Name): Why choose a generic insurance package when you can have a customiz.. All Articles by CompleteMarkets Editor Comments (0 ...

...r on Monday of each week and start calling on them one week later. Continue wi...TC. (GENERAL):   4. CURRENT INSURANCE SITUATION, PROBLEM(S), ETC:
...

... Newsletters Employees Articles Blog Photos Group Connections Reviews 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 Categories Popular Recent All Back Activating Life Leads 4/30/2013 12:00:00 AM by CompleteMarkets Editor , david goodwin This content has not been ... job [ ] new baby or [ ] grandchild [ ] any marriage or [ ] remarriage [ ] divorce [ ] active in charity, church, etc. 5. VACATION [ ] estimated departure date ____ 6. CLAIMS Auto [ ] Bodily Injury [ ] Property Damage [ ] Liability-non-Auto [ ] Accident- (non-Auto), first party [ ] Fire, extended coverage [ ] Crime [ ] Hospital 7. [ ] TOTAL PREMIUM MORE THAN $2 ,500 per year 8. [ ] TAX BRACKET 28% 9 ... [ ] INSURABILITY PROBLEMS [ ] uninsurable or rated in Life, Health [ ] has a health problem [ ] insureds [ ] in family 10. OUT-OF-DATE POLICIES [ ] has Life policies five years or older [ ] has Accident and Sickness policies five years or older [ ] has Medical Expense policies five years or older 11. OTHER: ____ COMMENTS: DATE: ____ Lead Originator: ____ David Goodwin, a former P/C agency principal, is an insurance cross-selling consultant who distributes Life and Life-related products nationwide ...

...her the transfer will be done internally or the entire agency will be sold to ...also a negative. With enough time (usually five years), agency principals can...

... Newsletters Employees Articles Blog Photos Group Connections Reviews 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 Categories Popular Recent All Back Maximizing Ownership Return 4/30/2013 10:36:15 PM by CompleteMarkets Editor , Carol Hammes This content has not been ... a specialty area, the best mix of business is one that does not have an inordinate amount of commissions derived from one line, such as Workers Compensation. Agencies that have at least 25% of their income from employee benefits with the balance in Personal and Commercial Property/Casualty accounts often throw off higher values. In general, having a higher average account size will be viewed favorably because the business can be handled more efficiently. But if more than 25% of the revenues are derived from the 10 largest accounts, or ... one account produces more than 5% of total revenues, the price might be adjusted downward for the added risk. Similarly, if a number of key accounts have been written and retained because of a special relationship with an owner or producer (church, family, childhood friend, jogging partner), there can be increased concern about attrition. Insurance Companies At certain times in the market cycle, acquiring insurance company relationships may be of paramount interest to buyers. If your agency has contracts that they want or additional volume for one ...

... Newsletters Employees Articles Blog Photos Group Connections Reviews 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 Categories Popular Recent All Back Are You In Business To Make A Sale Or Make A Profit?4/30/2013 12:00:00 AM by ... a profit when agencies regularly write hundreds of unprofitable accounts and when at least 25% of producers are unprofitable. One fact to remember – because it's too often forgotten – is that not all sales are profitable. This is the softest market the Property/Casualty industry has ever experienced. Agencies today are desperate to increase sales to make up for lost premiums. In their desperate search for help, more and more agencies are turning to a myriad of sales and marketing programs Although some of these programs are good ... matter discussed in this article. Regulated individuals/entities should also ensure that they comply with all applicable laws, rules, and regulations. Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole lot of time & money when you use our directory of carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for ...