https://completemarkets.com/Article/article-post/374/Solidifying-The-Bond-With-Your-Customer/
...he problems just mentioned:
Delivery. Rather than relying on the sales re... may be delivered by mail? Would a 'delivery tape' smooth out some of the roug...
https://completemarkets.com/Article/article-post/1867/100-EASY-WAYS-TO-BEGIN-A-SALES-LETTER-PART-TWO/
...ck usually gets a bonus for safe delivery . . . and a funeral for steering int...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/429/Good-Underwriting-Submissions-Guarantee-More-Sales/
... . It poisons the company-agency relationship to waste time quoting when a party's out of the equation. 6) Furnish the current program structure if it's available to you (remember that you are working together), and spell out your pricing needs. This is a quick way to prequalify the interest of your carrier. 7) Furnish as much information as you can about the competition. This would include special coverages or services, or suggested alternative approaches to problem solving. This is the time to bring something new to the table and to begin to develop points of difference jointly. 8) Describe the agency's long-range plan for managing the account. Begin to build a strategy for the agency and carrier to work together to lock up the account for a minimum of three years before the account is marketed ... . 9) Outline the proposed time frame for your carrier to release the premium quotation and describe any special assistance expected with the delivery of your proposal. Many highly sophisticated and successful agencies are increasingly involving their best carriers in the delivery of proposals to strengthen the sales team and station an expert on site for any needed last-minute revisions. 10) Postmortems are an important part of the agency-company relationship. If a carrier provided a proposal to your agency and wasn't awarded the business, it should be extended the courtesy of a post mortem discussion to learn the reasons behind the placement decision. This closes the loop and improves your future chances with that carrier. If you follow all these steps when submitting large accounts to your markets, your hit ratios will improve dramatically and the best underwriters will be standing ...
https://completemarkets.com/Article/article-post/1605/SELLING-THE-CHARITABLE-POLICY/
...on to be completed and signed on delivery, subject to company rules. Not al...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/2137/IS-YOUR-AGENCY-SENDING-POLICIES-ELECTRONICALLY/
... . Diary sending the e-mail, so that if, for some reason, you don't get this return acknowledgement, you can contact the client personally. Make sure that your agency management system has a record of these activities and responses. Curtis Pearsall, CPCU, AIAF, ARM, CPIA, is president of Pearsall Associates, Inc. (Whitesboro, NY), a risk management consulting firm that specializes in helping agents protect themselves against E&O claims. To contact him, call (315) 768-1534; e-mail: [email protected] ; visit www.pearsallassociates.com ; or blog: www.agentseotips.com . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - ... 30/2013 10:44:08 PM by CompleteMarkets Editor , Curtis Pearsall This content has not been rated yet. IS YOUR AGENCY SENDING POLICIES ELECTRONICALLY? by Curtis Pearsall Electronic transmission of policies to clients has become far more common during the last couple of years –probably because of the efficiencies it offers. Usually, issues involving information that agencies send clients put the burden of proving delivery on the agency. This can be especially important because in most states one of the E&O defenses agents can use involves the responsibility of the customer to read their policy – which means that they must have received it. I always recommend that agents include a cover letter when they mail policies to a client. With electronic delivery, the issue is the same. This cover ...
https://completemarkets.com/Article/article-post/2574/Sample-Presentation-Package/
...er upon premium payment than the delivery of a policy with its promise of prot...
https://completemarkets.com/Article/article-post/427/The-Perfect-Ten-Good-Underwriting-Submissions-Guarantee-More-Sales/
...al assistance expected with the delivery of your proposal. More and more sop...volving their best carriers in the delivery of proposals to strengthen the sa...
https://completemarkets.com/Article/article-post/429/Good-Underwriting-Submissions-Guarantee-More-Sales/
...ial assistance expected with the delivery of your proposal. Many highly sophis...nvolving their best carriers in the delivery of proposals to strengthen the sa...
https://completemarkets.com/Article/article-post/368/Good-Telephone-Skills-Mean-Success/
...sist with forceful and effective delivery, and self-confidence. Singing coache...l telephone technique.
Work on Your Delivery
Some very simple delivery techniques can improve your effec...
https://completemarkets.com/Article/article-post/1707/INSURANCE-DISTRIBUTION-TRENDS-AND-THE-EFFECTS-OF-CHANGE/
...ized businesses as they provide specialized services to compete with the large...themselves cut out of the insurance delivery system. The research in this stud...