https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/336/Cross-Selling-What-Went-Wrong/
... experiences to illustrate the lack of cross-selling on the part of some agents. During the past year, I've been working with a "legend" in the Personal Lines arena — Cosmo Conte. As a State Farm agent/agency owner, Cosmo climbed to the pinnacle of success in my hometown of Cleveland. About 25 years ago, he moved to San Diego and did it all over again in California. The secret to Cosmo's success was simple: Multi-line selling! Recently we updated and repackaged a combination book and audio program that he originally created in 1989. Although I knew that the basic truths it contained still hold true today, I've been amazed at the quantities that have been sold. Agents nationwide seem to be looking for the magic formula: The key to growing their agencies successfully. ... , we were never approached about additional insurance by either 20th Century or the Farmers agent. Our second moment of culture shock came when we bought a house — this is still the case today for any new California resident. We purchased from a developer who recommended both a mortgage company and an insurance agent. We used both. Other than annual bills, we never heard from the agent providing our Homeowners insurance. Our third moment of culture shock arrived when the children started hitting 16. Twentieth Century really wasn't interested in insuring teenage drivers, and indicated this with skyrocketing premiums. That's when a Mercury agent came to the rescue and kept our insurance as reasonable as possible. We now had a real, live agent to represent us, and he's done a great job over the years. In ...
https://completemarkets.com/Article/article-post/2757/Do-vacation-rentals-need-special-insurance-coverage/
...n ski towns like Big Bear Lake, California with the hope of renting them out....ntals by owner companies help out homeowners by providing additional insuranc...
https://completemarkets.com/Article/article-post/336/Cross-Selling-What-Went-Wrong/
...go and did it all over again in California. The secret to Cosmo's success was ...se, they quickly requoted for both Homeowners and Home-based BOP coverages. Af...
https://completemarkets.com/Article/article-post/2470/Telemarketing-One-Step-Toward-Sales-Efficiency/
...e passage of Proposition 103 in California. In that vote the public said, in ..., 14 million households are buying homeowners insurance without an insurance a...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/estate-tax-purposes/
... Value 1 Verified Reviews - 5 of 5.0 1 2 3 4 5 CompleteMarkets Editor , Roy Phillips 4/30/2013 10:44:36 PM CALCULATING AGENCY VALUE by Roy Phillips When buying or selling an agency, be sure the price is right: base the value on projected pre-tax profit and an expert's opinion. .. All Articles by CompleteMarkets Editor Comments (0 ) Legal Outline For California Agencies - Chapter 5 This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:39:41 PM LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FIVE TRANSFERRING AGENCY INTERESTS BY SALE, ETC. 5.1 Objectives of buyers and sellers of agencies. In the typical .. All Articles by CompleteMarkets Editor Comments (0 ) Life Insurance: An Agent's Tutorial 1 Verified Reviews - ... of 5.0 1 2 3 4 5 CompleteMarkets Editor , Richard Weber 5/20/2013 12:00:00 AM LIFE INSURANCE: AN AGENTS TUTORIAL by Richard Weber Compared with Homeowners or Auto, clients tend to have different expectations when it comes to their Life insurance. Will you .. All Articles by CompleteMarkets Editor Comments (0 ) x No Thanks Loading.. Loading.. x No Thanks Loading.. ...
https://completemarkets.com/Article/article-post/2417/How-To-Build-Your-Personal-Lines-Book-Part-II/
...clients can call from Hawaii or California when they're on vacation with quest...
https://completemarkets.com/Article/article-post/1533/LEGAL-OUTLINE-FOR-CALIFORNIA-AGENCIES-CHAPTER-4/
Legal Outline For California Agencies - Chapter 4
LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER FOU...isputes are enforceable under both California and U.S. law, unless they can be...
https://completemarkets.com/Article/article-post/395/Product-Or-Service/
...e of the good driver market in
California
on a direct writer basis. If you c... insureds shortly after moving to
California
and experiencing the sticker-sh...
https://completemarkets.com/Article/article-post/540/Credit-Scores-Catch-22/
...s. The agent was horrified.
The California state legislature required credit a...it reports but also credit scores. California had inadverdently created a new ...
https://completemarkets.com/Article/article-post/471/Follow-Smart-Hiring-Practices/
... and earnings.
In one Southern California lawsuit, an openly gay grocery sto...