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...t insurance agents throughout the country to represent our products and commit...cialty products offered by the Gulf Insurance Group. The use of PAs will add t...

...conomy. Country club and Chamber of Commerce memberships we...ck. It someone attempted to plot an insurance agency's marketing activities, t...

...e.” Hold the workshop at a local country club where your agency has arranged for th...lationships, don’t even talk about insurance during the session — just let th...

...uded such unnecessary expenses as country club dues, automobile leases for non... is critical. Some expenses, such as country club dues and season tickets, are easy t...

... as servicing the account, rather than one producer, and the agency has a better chance of keeping the account should the producer depart. We define recurring expenses as expenses necessary to support the generation and retention of insurance related income. We excluded such unnecessary expenses as country club dues, automobile leases for non-employee family members, and season tickets to sporting events. We also exclude non-recurring expenses. These might include professional fees for changes to an employee benefit program, one-time purchases of major office equipment, or producer commissions paid for non-recurring ... income. TRACKING DOWN EXPENSES Because adjusting for unnecessary and non-recurring expense items benefits owners when valuing an agency, keeping track of these items is critical. Some expenses, such as country club dues and season tickets, are easy to track and quantify. Other expenses, such as flying first class or staying in luxury hotels, will be more difficult to quantify. Other expense items that you should track include dues, subscriptions, charitable contributions, professional fees, and outside services. These items often contain one-time business expenses. Another major ... owner. The adjustments result in estimates of an agency's recurring revenues and expenses, which comprise Sustainable Earnings. Understanding the nature of these items and adjustments will help owners better understand the value of their agencies. We define recurring revenues as commission and fee revenue related to insurance sales and services. It includes Property/Casualty, Group Benefits, and Life commissions, fee income, contingent income, and investment income. Revenue that's not recurring includes first year Life commissions, fees for one-time consulting projects, or bonus income for a book ...

...g clients and prospects. He had a country club membership so that he could sell on th...

...from them, or meeting them at the country club or the corner cafe. Times have ...nother one and did they get the new insurance through the bank or auto dealer ...

...ve worked for agencies across the country that we've interviewed. Have you con...s; travel and entertainment expenses; club dues; bad debts and/or lost agency ...

... , "How are you this evening? Is this a good time for you to talk?" These tips should help your staff to develop an open, friendly, communicative manner on the phone. SOURCES OF FURTHER TRAINING Telemarketing consulting firms are springing up across the country. They offer a wide variety of products and services that may fit your needs. More often than not, their wares are geared to companies that do more than set appointments; their training teaches telemarketers "harder-sell" tactics designed to get orders for products over ... of the list's use and compilation is well known. However, keep in mind that these lists must be rented, not purchased, and some publishers are reluctant to rent lists for telemarketing purposes. Also, these lists frequently do not include phone numbers. ASSOCIATIONS AND CLUBS: Another good source, these organizations offer unexploited lists that are usually very accurate. In most areas, there are a number of organizations serving every kind of profession, interest, and hobby, and their lists can help you to contact a very specific market ... 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 ...

... , "How are you this evening? Is this a good time for you to talk?" These tips should help your staff to develop an open, friendly, communicative manner on the phone. SOURCES OF FURTHER TRAINING Telemarketing consulting firms are springing up across the country. They offer a wide variety of products and services that may fit your needs. More often than not, their wares are geared to companies that do more than set appointments; their training teaches telemarketers "harder-sell" tactics designed to get orders for products over ... of the list's use and compilation is well known. However, keep in mind that these lists must be rented, not purchased, and some publishers are reluctant to rent lists for telemarketing purposes. Also, these lists frequently do not include phone numbers. ASSOCIATIONS AND CLUBS: Another good source, these organizations offer unexploited lists that are usually very accurate. In most areas, there are a number of organizations serving every kind of profession, interest, and hobby, and their lists can help you to contact a very specific market ... , but have little or no sales background Surprisingly, most experts will tell you to choose the fourth type of person for a new telemarketing position. Here's why: Your own administrative people, Sales Center Assistants, or Customer Service Representatives are used to dealing with your insureds, but in a reactive, not proactive, manner. They respond to queries from clients and prospects and address their concerns, but it's very hard for a person who is in a stable, reactive position to become an assertive, proactive salesperson. As mentioned ...