https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2408/The-Profitable-Power-Of-Cross-Selling-And-Up-Selling/
... would consume a lot of time and effort and produce headaches and problems for them. Thus, your goal is to create multiple exit barriers that will make it difficult for them to leave. Sounds good, but how do you create these barriers? The key is to cross-sell and up-sell your clients. The more they depend on you for their insurance, the more difficult it is for them to recreate that relationship with another agency. Who has the time to do that anyway? No one has the time to recreate strong relationships anywhere in our lives. Time is on your side. Here are 10 key ground rules if you are serious and want to play and win this cross-selling and up-selling game. The 10 ground rules of the cross-selling game Decide to be a proactive, rather than a ... by Carolyn Greenwich. Don't accept Commercial or Personal mono-line clients unless they meet your criteria for an A or B client (see the article "Customer Loyalty and Retention Primer") . Create a generic, written relationship management plan for all of your B and C clients who can become your A and B clients. Have sales and service staff customize at least two or three of the proactive nurturing activities. Make sure that the relationship management plan includes specific proactive activities that will create opportunities to sell additional services and products to become an A or B client. New Rules To expand on the tenth ground rule, here are some proactive nurturing activities that will create selling opportunities. A "Welcome Aboard!" package that will answer many of your clients' questions before they occur, welcomes them ...
https://completemarkets.com/Article/article-post/2408/The-Profitable-Power-Of-Cross-Selling-And-Up-Selling/
...hree of the proactive nurturing activities.
Make sure that the relationsh... here are some proactive nurturing activities that will create selling opportu...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/tag/auto-coverage/
... The Insurance Institute.. All Articles by CompleteMarkets Editor Comments (0 ) Auto-Rv This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:37:33 PM AUTO-RV Dear (Customer Name): It's almost time to pack up the family and head for your favorite vacation spot - or visit someplace new. And it's so easy to do with your RV. But your recreational .. All Articles by CompleteMarkets Editor Comments (0 ) Cross-Selling: What Went Wrong? This content has not been rated yet. Jack Burke 4/30/2013 12:00:00 AM CROSS-SELLING: WHAT WENT WRONG? by Jack Burke Why don't agencies invest more energy in cross marketing additional policies to existing customers? .. All Articles by Jack Burke Comments (0 ) Is ... Time For A Change? This content has not been rated yet. CompleteMarkets Editor , Karen Flaherty 4/30/2013 12:00:00 AM IS IT TIME FOR A CHANGE? by Karen Flaherty Everyone would like to change something about themselves. Successful people take an active role to accomplish the desired change, while others simply w.. All Articles by CompleteMarkets Editor Comments (0 ) Producer Success Lesson 33 This content has not been rated yet. Randy Schwantz 5/29/2015 12:00:00 AM Nothing happens until somebody sells something. To make sales happen, IMMS.com Key Sales Consultant Randy Schwantz has created a comprehensive series of 43 Producer Success Lessons. Used singly or in combination, these powerful tools can help your producers build their skills and grow their sales. All ...
https://completemarkets.com/Article/article-post/997/FINANCIAL-MANAGEMENT-IN-AN-UNCERTAIN-MARKETPLACE/
...ing markets will find placement activities more time consuming. The good news...e found that traditional brokerage activities are expensive to maintain and of...
https://completemarkets.com/Article/article-post/401/10-Steps-To-Overcome-Competition/
...rance policies, a few Boat and Recreational vehicle policies, and probably sev...
https://completemarkets.com/Article/article-post/793/Understanding-And-Using-The-Services-Of-Program-Administrators/
... aspects of the insured's guest activities: equine, marine, shooting sports, a...
https://completemarkets.com/Article/article-post/42/Marketing-Age-Matters/
... isn't productive. Although underwriting problems are real (for example, older drivers), there are also opportunities. Many of today's older consumers see their retirement as a time of exploration and reinvention. They're traveling, volunteering, spending more time with family and friends, and taking up new hobbies. Some even enjoy their work so much that, in part, they view it as another form of recreation; others remain active in the workforce for intellectual stimulation. Without doubt, this generation is doing more than consuming a bland dinner at four in the afternoon and hanging out at shuffleboard courts. Baby Boomers Born between 1946 and 1964, this generation grew up in turbulent times: The Cuban Missile Crisis; the Civil Rights movement; the Vietnam War; the assassinations of John F. Kennedy, ... Luther King, and Bobby Kennedy. These events affected how they think and live but despite these events, they remain incurable optimists. Baby Boomers hate being pigeonholed more than any other generation before them; Boomers are redefining life for the 50-plus crowd. The massive Boomer Generation bucks the norm at every turn – and this matters today more than ever. More than half of the almost 76 million Boomers are 50 years old or older, while the rest crest the hill at the rate of 10,000 a week. The Boomers have the cash to make that fresh start real. Experts place their spending power at more than $1 trillion a year, nearly double the spending power of the previous generation. As American life expectancy continues to increase, so have Boomer expectations about how ...
https://completemarkets.com/Article/article-post/632/Tardiness-%E2%80%93-What-To-Do-With-The-Inherently-Tardy/
...urs of golf and other recreational activities (justified by how hard they work th...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/1661/SAFETY-AND-SURVIVAL-IN-AN-EARTHQUAKE-PART-2/
... and possible alternate escape routes. Note these on your self-assessment list and sample floor plan. You want to avoid narrow exits, patios, atriums, or other enclosed areas where you may become trapped and escape notice by rescue personnel. Carefully note (and correct if possible) any obstructions that might impede your safe exit from areas in which you spend your time (home, school, work, recreation, etc.) . Carry a small flashlight and whistle with you to help signal your whereabouts. Keep your special medications, with duplicate prescriptions, close by and in a safe place where they can be easily reached. These should be ready to be taken with you in case of evacuation. If required, keep extra bladder bags, catheters, and sanitary aids near your medication. A ... CompleteMarkets Editor This content has not been rated yet. SAFETY AND SURVIVAL IN AN EARTHQUAKE, PART 2 THIRD EDITION-AMERICAN RED CROSS SPECIAL TIPS FOR DISABLED AND ELDERLY PERSONS A recent survey of census statistics revealed that an estimated 31.5 million non- institutionalized Americans are functionally limited in some way by a chronic medical condition. 7.9 million are considered severely disabled, that is, unable to carry on some major life activity. As can be expected, disability generally increases with age. Of those aged 65 or older, 46% have a generally increases with age. Of those aged 65 or older, 46% have a chronic activity-limiting disability. These startling facts point dramatically to the need for providing special guidelines for disabled and elderly persons. Many people with disabilities live alone or with family or friends, are ...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/42/Marketing-Age-Matters/
... isn't productive. Although underwriting problems are real (for example, older drivers), there are also opportunities. Many of today's older consumers see their retirement as a time of exploration and reinvention. They're traveling, volunteering, spending more time with family and friends, and taking up new hobbies. Some even enjoy their work so much that, in part, they view it as another form of recreation; others remain active in the workforce for intellectual stimulation. Without doubt, this generation is doing more than consuming a bland dinner at four in the afternoon and hanging out at shuffleboard courts. Baby Boomers Born between 1946 and 1964, this generation grew up in turbulent times: The Cuban Missile Crisis; the Civil Rights movement; the Vietnam War; the assassinations of John F. Kennedy, ... Luther King, and Bobby Kennedy. These events affected how they think and live but despite these events, they remain incurable optimists. Baby Boomers hate being pigeonholed more than any other generation before them; Boomers are redefining life for the 50-plus crowd. The massive Boomer Generation bucks the norm at every turn – and this matters today more than ever. More than half of the almost 76 million Boomers are 50 years old or older, while the rest crest the hill at the rate of 10,000 a week. The Boomers have the cash to make that fresh start real. Experts place their spending power at more than $1 trillion a year, nearly double the spending power of the previous generation. As American life expectancy continues to increase, so have Boomer expectations about how ...