https://completemarkets.com/Article/article-post/1093/FOLLOW-UP-ON-CERTIFICATES-OF-INSURANCE/
...So, to quote an old Karl Malden commercial for American Express travelers chec..., read the article 'Certificates of Insurance' from the Florida Association of Insurance Agents. Reproduced, with ...
https://completemarkets.com/Article/article-post/1807/REACH-OUT-AND-SELL-SOMEONE/
...competitive,' says Jim Smith, a commercial producer at Leick, Marshall, Neal a...e explains, 'you still have to sell insurance; that part doesn't change.' Howe...
https://completemarkets.com/company/ase-insurance-services/Articles/content-package/Member-Content/TabCategory/article-post/2559/X-Dating-Another-Approach/
... Whether it is done by office personnel or producers in the normal course of work (i.e. a process, not a project), x-dating Personal Lines seems to be the most viable, positive, pro-active way to set up a successful, ongoing sales program. COMMERCIAL LINES When sales centers or telemarketing centers were new, prospecting for x-dates of Commercial Lines proved a bonanza. The system was very simple . . . and it hasn't gotten more complex since then. One agent talks about his procedure: "The telephone dialogue is ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. ASE Insurance Services 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us ... his procedure: "The telephone dialogue is candid and straightforward by identifying who the caller is, and why he or she is calling: My name is Sally Doe of the XYZ Insurance Agency. I am calling to see if you would be open to a competitive bid for your firm's Commercial insurance when it comes up for renewal. The response is either yes' or no. If it is no, ' the prospect is thanked kindly, and the caller hangs up. If the response is yes, ' the caller requests the expiration ...
https://completemarkets.com/company/the-jordan-insurance-group/Articles/content-package/Member-Content/TabCategory/article-post/2559/X-Dating-Another-Approach/
... Whether it is done by office personnel or producers in the normal course of work (i.e. a process, not a project), x-dating Personal Lines seems to be the most viable, positive, pro-active way to set up a successful, ongoing sales program. COMMERCIAL LINES When sales centers or telemarketing centers were new, prospecting for x-dates of Commercial Lines proved a bonanza. The system was very simple . . . and it hasn't gotten more complex since then. One agent talks about his procedure: "The telephone dialogue is ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. The Jordan Insurance Group 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact ... his procedure: "The telephone dialogue is candid and straightforward by identifying who the caller is, and why he or she is calling: My name is Sally Doe of the XYZ Insurance Agency. I am calling to see if you would be open to a competitive bid for your firm's Commercial insurance when it comes up for renewal. The response is either yes' or no. If it is no, ' the prospect is thanked kindly, and the caller hangs up. If the response is yes, ' the caller requests the expiration ...
https://completemarkets.com/Article/article-post/657/Reading-Contracts-For-Insureds-Guidelines-And-Sample-Disclaimer/
... the agent is only reviewing the insurance requirements of the contract, and n... notify him that the Certificate of Insurance the agent had sent reflected ina...
https://completemarkets.com/Article/article-post/2559/X-Dating-Another-Approach/
...sful, ongoing sales program.
COMMERCIAL LINES
When sales centers or telem...obably should be.
When selling Commercial Lines, remember that the larger ...
https://completemarkets.com/Article/article-post/2440/%E2%80%98So-Long-Farewell%E2%80%99/
...ly series on 'Due Care' for Life Insurance Selling magazine. Because of his lo...ion is granted to any licensed Life insurance agent, securities representative...
https://completemarkets.com/Article/article-post/1630/MANAGING-RISK-A-GUIDE-FOR-YOUR-BUSINESS-CLIENT-PART-2-OF-4/
...hat risk management encompasses (insurance, loss prevention, claims adjusting,...eed some kind of protection or even insurance. Measuring Liability Exposure...
https://completemarkets.com/Article/article-post/1091/AUTOMATED-CERTIFICATE-SYSTEMS-HOW-ACCURATE-ARE-THEY/
...ures for issuing Certificates of Insurance. In that discussion, a question aro...nology has to take a second seat to insurance knowledge and judgment. The cert...
https://completemarkets.com/company/ase-insurance-services/Articles/content-package/Member-Content/TabCategory/article-post/2556/X-DATING-EFFECTIVELY/
... of X-dating not only removes the knothole, but also the wall around it, and consequently we find a fuller and clearer picture of what it means to have a viable prospects that have provided us with the date of our next closed sale. Our agency primarily solicits commercial insurance and has utilized an on-going X-dating program for the past four years with a great deal of success. We entered the independent agency system five years ago from the direct agency system of Allstate Insurance Company. It took about a year to realize that for our ... x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. x No Thanks Loading.. ASE Insurance Services 1 2 3 4 5 Rating history (0 Reviews - 0 of 5.0) Shows who have rated the content, and the rating score. Write your review here. (Required) Please consider the following: 1. Would you recommend this company? 2. What about this company do you like/dislike? 3. Why did you choose this rating? Submit This Anonymously Submit Cancel Contact Us ... anyway. The telephone dialogue is candid and straightforward by identifying who she is and why she is calling, such as the following: "My name is Sally Doe, with the XYZ Insurance Agency, I'm calling to see if you would be open to a competitive bid on your firm's commercial insurance when it comes up for renewal." The response is either "Yes" or "No" -if it is "No" thank him kindly and hang up. If it is "Yes," request the expiration date ...