https://completemarkets.com/Article/article-post/62/25-Marketing-Ideas-You%E2%80%99ve-Probably-Never-Considered-Using-Before/
... delightful social event. Send invitations to all of your clients, but follow...st their photo on your agency Web site and in the reception area. Be sure to ...
https://completemarkets.com/Article/article-post/582/The-World%E2%80%99s-Worst-Kept-Secret-Transition-Planning-In-Insurance-Agencies/
...tion Plans to transition management and ownership from one generation to anoth...ho, in turn will praise the new owners and publicly express full confidence in...
https://completemarkets.com/Article/article-post/837/Crisis-Response-Turning-Lemons-Into-Lemonade/
...us damage to its reputation, image, and/or financial stability. Events that mi...eed not become disasters. An open mind and a willingness to be straightforward...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/788/Marketing-Activity-Routines/
... 00:00 AM by CompleteMarkets Editor This content has not been rated yet. This provides an outline of a client contact program for Marketing Representatives. Frequency Label/Name Targeted Personnel Effect(s ) Daily Return Calls Anyone leaving any message for me Callers who leave messages for me will be assured I care and be served quickly. Daily Agency Visits Five to seven agency principals and any staff they invite to join us Setting and keeping appointments for face-to-face time will help build loyalty and speed communication. I want to monitor the condition of their offices and see how they interact with our insureds. Daily Sales Tip E-mail All agency contacts Sending suggestions concerning sales techniques and front-line underwriting tactics gives producers and CSRs new insights and encouragement. Weekly Complements for Owners/Managers Agency owners/managers Makes owners/ ... to include my employer and me more often. Monthly Newsletter Memo Agency owners/managers This e-mail correspondence makes them aware of what I have discovered (which can help them grow their books) during the week. This should also tell readers: Take a look at some of our successful submissions Monthly Conference Calls Agency principals and any staff they invite to join us This telephone meeting will help me make announcements and encourage participants to discuss their hot topics. We will also have guest presenters from other departments (e.g., Claims, Underwriting, Loss Control) . As needed Mediation of Negotiations Producers CSRs who think underwriters are unsupportive Encouraging salespeople and underwriters to dialogue and negotiate with each other whenever salespeople offer risks our competitors are willing to accept will help us be more competitive and grow our PIF counts ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/817/Getting-The-BankS-Interest-Seminars-Sell/
... And just as the bank may give valuable leads to the insurance sales force, so might the insurance operation bring important new prospects to the bank (for example, to obtain premium financing) . To demonstrate the potential for bank/insurance synergy, let's first consider seminars, still popular as proven workhorses of prospecting. Say P/C agency A' works closely with bank B. B's mail stuffers invite its customers to seminars (free, but reservations required) presented by A. The noncustomer public is also invited through such media as press releases, radio spots, and public service announcements. The seminar should remain generic-not self-promoting-until the end to illustrate how some common pitfalls may cause problems in P/C coverages (for example, gaps in coverage, or omitted or underinsured coverages); how ... premium credits may be earned; how great differences in premium exist; and how a no-fee, no-obligation review can benefit each attendee. Illustrations should fit the audience. If it's a narrow-interest group such as physicians, then that group's specific needs should be addressed. On the other hand, if the audience is a mix of business, professional, and Personal Lines prospects, then the seminar illustrations should be of a similar mix. The seminar program should also include Life/Health topics, which are high on almost everyone's list of needs and interests. Close the seminar with a presentation of the agency's strengths-such as the carriers it represents, its personnel, and its local involvement in civic affairs-and its commitment to earn business and loyalty through professionalism and dedicated service. Distribute brief seminar-evaluation forms with an option ...
https://completemarkets.com/Article/article-post/1369/DEALING-WITH-THE-PUBLIC/
... the customer of the higher premium and to invite questions. The letter conclu...-friendliness skills in a short time - and enhance your telephone and written skills at the same time.
https://completemarkets.com/Article/article-post/2485/Effective-Insurance-Email-Marketing/
...g dead?”
Email marketing is the grand-daddy of interactive online marketing....overall marketing strategy to survive and thrive in this ever increasing indu...
https://completemarkets.com/Article/article-post/788/Marketing-Activity-Routines/
...sages for me will be assured I care and be served quickly.
...ccept will help us be more competitive and grow our PIF counts.
...
https://completemarkets.com/Article/article-post/817/Getting-The-BankS-Interest-Seminars-Sell/
...
Cross-marketing between banks and insurance agencies remains largely vir...arity, improving both their income tax and estate tax positions. A professional review of all coverages-P/C, Life, and Health-is offered, and the services of the bank's trust de...
https://completemarkets.com/Article/article-post/899/The-Art-Of-Making-Sales-From-Those-Who-Do-It-Best/
...ers. Yet, they are the true experts and it’s their experiences as practitioner...a bunch of can you do this?’ questions and evidently our answers made sense. T...