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... costs of a direct mail campaign if the targeted class is of particular interest to them. 13. Other Industries Some firms have found it very beneficial to link up with other types of businesses to provide personal lines insurance for the clients of that business. Examples are real estate firms, financial institutions, car dealers, etc. It may also be worthwhile to approach a few of your larger commercial clients to offer personal lines insurance to their employees, especially hospitals, manufacturing firms, etc. The agent could arrange time on-site to ... employee information for quotation. Some carriers today are offering payroll-deduction plans for personal lines coverages for employees of large firms. 14. Cross-Selling Existing Clients To prevent other agents or brokers from getting their foot in the door, offer all clients you insure both personal and commercial insurance coverages. Also include the sale of life and group insurance products to existing p/c clients. This will further cement your relationship with that client and helps retention. If your firm is commercially oriented, you may be afraid to sell personal lines to your ... Back Assessing Your Firm's Resources 4/30/2013 10:43:49 PM by CompleteMarkets Editor , Catherine Oak This content has not been rated yet. ASSESSING YOUR FIRM'S RESOURCES by  Bill Schoeffler and Catherine Oak Today, it is critical for insurance agents and brokers to plan their own destiny. One can never be quite certain what the future may bring. You can't control the market cycles, legislative activities, or the strategies of your competitors. But you can control your own firm's activities. As consultants, ...

...nts of that business. Examples are real estate firms, financial institutions, car d... Existing Clients To prevent other agents or brokers from getting their foot in the d...