https://completemarkets.com/Article/article-post/59/Coaching-Salespeople/
... from the moment you entered the premises through the exit. Dissect it like a ...
https://completemarkets.com/Article/article-post/2255/INDEPENDENT-CONTRACTORS-ARE-THEY-OR-ARENT-THEY/
...on always works on the business' premises. T F The person decides the order i...
https://completemarkets.com/Article/article-post/2260/INDEPENDENT-CONTRACTORS-ARE-THEY-OR-ARENT-THEY/
...on always works on the business' premises. T F The person decides the or...
https://completemarkets.com/Article/article-post/2264/OFFERING-RISK-MANAGEMENT-SERVICES-TO-CLIENTS/
... by a physical inspection of the premises and a thorough investigation of the...
https://completemarkets.com/Article/article-post/1369/DEALING-WITH-THE-PUBLIC/
...When initiating a call, the same premises apply. Clear your work area of other...
https://completemarkets.com/Article/article-post/241/10-Basic-Planning-Initiatives-That-Will-Add-To-Your-Bottom-Line/
...put a trained Life person on the premises to help you with the process.
...gress and start treating you like a preferred agency before you become one. On...
https://completemarkets.com/Article/article-post/2441/Ethics-In-Life-Insurance-And-Related-Financial-Services/
...s determine the selection of the preferred principles after all relevant ones ...
https://completemarkets.com/Article/article-post/2149/DOING-YOUR-DUTY-PROFESSIONAL-CONDUCT-E-O-AND-YOU/
...nsequences of having to move his premises after a property-insurance loss. (D...licy is to offer umbrellas to each Commercial account, the audit should deter...
https://completemarkets.com/Article/article-post/1324/GENERAL-CUSTOMER-QUESTIONNAIRE/
...ats, motors, and trailers on the premises (premises coverage only). The followin...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/241/10-Basic-Planning-Initiatives-That-Will-Add-To-Your-Bottom-Line/
... clients broken down in any format you wish. Most carriers are willing to invest some money to help you develop some of the Life business from those accounts. Carriers will probably do one or a combination of things: They may put a trained Life person on the premises to help you with the process. They may set up a direct-mail program that either they or the agency control. They may offer some telemarketing services as a vehicle to contact your clients after direct mail has been sent or at the initial contact. They may ... do not generate 15% of revenues from cross-selling Life, Disability, Health, and long-term care products, contact your carriers to find out what kind of assistance they can provide in improving this revenue without increasing your expenses. 7. Determine which of your carriers have preferred agency contracts, and develop a proactive plan to qualify for every one of them you can. 8. Measure your producer's overall activity rather than premium written and commissions generated. Enough activity should produce acceptable results. 9. Determine your agency's renewal retention ratio. ... profile, which can be used as a resource when you do the individual reviews. 5. List all of your carriers on one or two pages, ranked by written premium and loss ratio. Do this for the last five years, breaking the list down between Commercial and Personal lines. 6. If you do not generate 15% of revenues from cross-selling Life, Disability, Health, and long-term care products, contact your carriers to find out what kind of assistance they can provide in improving this revenue without increasing your expenses ...