https://completemarkets.com/Article/article-post/231/10-Tips-For-Renewal-Retention/
...t with client staff people. Send birthday cards, business anniversary cards, f...s-this is why the client bought the insurance in the first place! The loss is ...
https://completemarkets.com/Article/article-post/2489/5-Lessons-The-Modern-fundamentals-of-Insurance-Agency-Marketing/
...to your favorite charity, a team birthday lunch, a team member's promotion par...
https://completemarkets.com/Article/article-post/223/10-Tips-For-Renewal-Retention/
... with client staff people. Send birthday cards, business anniversary cards, f... which is why the client bought the insurance in the first place! The loss is ...
https://completemarkets.com/Article/article-post/380/Focus-On-Employees-The-Key-To-Success/
...ur database to help you remember birthdays, special events, anniversaries, and other appropriat... the greatest educational and bonding events that can occur between employer a...
https://completemarkets.com/Article/article-post/870/Make-Marketing-Sales-And-Management-Work-This-Year/
...kes. It was the biggest birthday party of all time.
It was a public relations event that took years of preparation and mi...
https://completemarkets.com/Article/article-post/1925/CONTINUING-EDUCATION-CE-AT-A-REDNECK-FESTIVAL/
...a date (Willie Nelson's Birthday) or the arts (New Orleans Jazz and H...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/231/10-Tips-For-Renewal-Retention/
... rapport with the insured's staff is important, since most Commercial clients have their calls screened and mail prioritized. You want your messages to be at the top of the pile. Train your CSRs and support people to maintain the same rapport with client staff people. Send birthday cards, business anniversary cards, flowers for new location openings, and so on. Disseminate customer surveys and questionnaires asking clients to rate your services. Follow up when anything negative is mentioned. Find out what prompted the negative comment, and correct it as quickly ... an engineering audit by the carrier, to save the client some anxious moments regarding compliance. Who knows, you might even write some new coverage as a result of the visit! 7. Let clients know about new developments that may affect their operations. Many current events affect the insurance industry. To name just one, the prospect of universal government health care has a huge impact on the financial well-being of a business. Insurance trade papers and magazines, carrier communications, and various journals are writing about it. Send copies of ... that it's essential to retain the business already on the books. An improvement in your account-retention ratio can have a dramatic effect on your bottom line, and your planning initiatives should address this. Here are 10 tips to improve your retention ratio: 1. Visit the insured before each renewal and perform a risk-management survey. A survey allows you to identify new or changed exposures, and provides a terrific opportunity to get feedback from the client. You can use it to discuss other lines and to cross-sell Life, Disability, and Health ...
https://completemarkets.com/Article/article-post/1634/Motivation-Module-Iii-E/
...s and Cards-Mail anniversary and birthday cards to all agency employees and th... each month.
-Mail anniversary and birthday cards to all agency employees and...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1925/CONTINUING-EDUCATION-CE-AT-A-REDNECK-FESTIVAL/
... of life and celebrating life. &# 160 Festivals can be about a crop (Sugar Cane, Rice, Yams, etc.), animals (Oysters, Frogs, etc.) a mixed event (Shrimp and Petroleum), a date (Willie Nelson's Birthday) or the arts (New Orleans Jazz and Heritage Festival, Blue Grass Music, etc.) . Festivals are held at parks, fair grounds, racetracks, boulevards, barns, or city streets — anywhere. &# 160 They can be one day ... of the country — is a party positioned somewhere between a celebration of life and celebrating life. &# 160 Festivals can be about a crop (Sugar Cane, Rice, Yams, etc.), animals (Oysters, Frogs, etc.) a mixed event (Shrimp and Petroleum), a date (Willie Nelson's Birthday) or the arts (New Orleans Jazz and Heritage Festival, Blue Grass Music, etc.) . Festivals are held at parks, fair grounds, racetracks, boulevards, barns, or city ... be a waste of your time. Just skip to the end and read the lesson the article offers. &# 160 For years, professional associations, licensing boards, and other groups have recommended or required that professionals (doctors, lawyers, engineers, mechanics, insurance agents, etc.) obtain a certain number of CE credits annually in order to retain their license or certification. &# 160 In the 1990s, Peter Senge's book The 5th Discipline defined the learning organization. Today, many speakers/consultants discuss the need ...