https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/monoline-coverage-accounts/
... 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 contact_phone Click to call Unfollow First name: Last name: Email: Are you sure you want to deactivate your CompleteMarkets Company Profile Deactivate Cancel Loading.. About Us Services Jobs PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All monoline coverage accounts Articles tagged with monoline coverage accounts Back Managing Small Commercial Accounts This content has not been rated yet. CompleteMarkets Editor , Cindy Brady 4/30/2013 12:00:00 AM MANAGING SMALL COMMERCIAL ACCOUNTS by Cindy Brady, CIC In many agencies, small' Commercial accounts get over-serviced while larger accounts are under-serviced because both are treated the same. S.. All Articles by CompleteMarkets Editor Comments (0 ) x No Thanks Loading.. Loading.. x No Thanks Loading.. ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2398/Use-Cross-Selling-To-Increase-Client-Retention/
... logical nor economically sound. The good news is that we can form new habits. The not-so-good news is that the old habits don't disappear from lack of use. Our old selling strategies can be powerful habits to break, but the rewards for those who have the determination and perseverance to do so are limitless. Here are seven new strategies that will produce more cross-sales: The first step starts with you. Be honest with yourself. Do you really want to take this road? Do you feel the fire in your belly? Is it your burning desire to adopt an easier, more profitable way to do business? Don't fake it — you'll fail! You have to want to change your habits to benefit yourself and your client. Establish a firm rule that your agency will not accept any monoline clients. Period. Monoline clients eat up your time and are unprofitable to keep on the books. They're not part of your road to more growth and profits. Review your reward system. If it doesn't provide substantial rewards for all employees to cross-sell, change it. Track cross-sales at a visible location in your agency. Ask employees for ideas on fun ways to celebrate when one of them makes a cross-sale. Select the most fun and outrageous ones. The more celebrations, the more momentum there is to keep everyone on the new groove of cross-selling. Create a method to capture your clients' service preferences (for example, calling them between 7:00 a.m. and 9:00 a.m., before business starts) . Awareness of these preferences allows you to provide customized service ...
https://completemarkets.com/Article/article-post/2485/Effective-Insurance-Email-Marketing/
...al Lines
Monoline Auto
Monoline Home
Fixed Life
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https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2485/Effective-Insurance-Email-Marketing/
... email or announcement reinforcing the agency's goal of obtaining client email addresses. Measure every 30 days and adjust the pressure and need for team support accordingly. Mining the data Most agencies use a management system from either Applied Systems (TAM) or Vertafore (AMS) . Someone in your agency attends all the training sessions or you have a resident expert. Tap into that person to get in touch with the software vendor to get a detailed step by step instruction on how to mine the system for your clients' basic contact information. You will want the following: First Name, Last Name, Phone Number, State and Email Address List separated by the following main categories Personal Lines Commercial Lines Life/Health and Benefits Additional segregation if you want to be more targeted in your efforts: Personal Lines Monoline Auto Monoline Home Fixed Life Commercial Line segmentation and so on; this will vary depending on your book. What is your client receptive to?I am told quite frequently from Agencies that they tried email marketing and got no results. Most of these agencies were expecting immediate sales opportunities. That's the wrong approach to email marketing. Email marketing is similar to radio in the sense that it is one piece of the marketing puzzle and is a medium that is designed to communicate trust and credibility with your audience. And consistency is the name of the game. Insurance is not something consumers necessarily see as something to get passionate or emotional about. Consumers only care about saving money, getting value, and a subliminal sense of feeling good about the agency (YOU) on whom they depend. ...
https://completemarkets.com/Article/article-post/2342/REFERRALS-LET%E2%80%99S-TALK-%E2%80%98BOOK%E2%80%99-VALUE/
...Such an account is: Often monoline Usually too small in size, even...
https://completemarkets.com/Article/article-post/2080/SUCCESSFUL-COMPENSATION-PLANS/
...Package policies (BOPs) or small monoline accounts. However, the definition of...
https://completemarkets.com/Article/article-post/2799/Top-10-Best-Property-and-Casualty-Software-Platforms-for-Insurance-Carriers-in-2026/
.... Its architecture supports both monoline and multiline operations. Carriers c...
https://completemarkets.com/Article/article-post/676/The-Six-Step-Sales-Training-Program-For-The-CSR/
...listing such information as all Monoline Auto accounts, or all Commercial Acc...
https://completemarkets.com/Article/article-post/2061/HOW-TO-BE-A-HIGH-PERFORMING-FIRM/
...OP carrier packages. Small, monoline accounts are difficult to place, usu...
https://completemarkets.com/Article/article-post/1783/The-Seven-Deadly-Sins-Of-Insurance-Marketing/
...e same holds true of Joe Hagan's monoline cross-sell campaign. It generates a ...