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...? ____ Not Interested? ____ 3. Umbrella Liability Interested? ____ Not Int...ree years and what the violations were for. _________________________________...

... , you can target your sales efforts. The easier it is for you to complete the two-sale process, the more business you will write in less time. Sources of New Business Now you need to determine which sources of business you have the most success with in commercial lines and in personal lines. The following list should help you identify the best sources for you and the strategy to use: 1. Existing Accounts Have you adequately developed your existing accounts? If not, what can your firm do, on an ongoing basis ... is much more common in personal lines. Walk-ins can work to the firm's advantage, since the prospect can meet your employees and a good relationship can be established from the start. Often, additional coverages can be sold to the prospect that comes in, such as umbrellas or life insurance. You have the client's attention and can also move the person around the firm to the appropriate in-house "experts." 10. Yellow Pages Most agents and brokers have at least a one-line listing in the insurance section of the Yellow Pages. ... Appropriate time should be spent to target the bigger Yellow Pages ads to the following prospects: where you have a specialty, where risks are easiest to sell, and where carriers are available to write the business. If you have a specialty (contractors) or preferred program (high-valued homes), try to target the ads to these specific markets to improve your hit ratio on business generated from Yellow Pages advertising. 11. Trade Journal Advertising Trade journals published by associations of your specialty classes of business can be a very effective advertising ...

...u have the most success with in commercial lines and in personal lines. The f...erred” status, you can’t afford not to plan your firm’s mar...