https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/817/Getting-The-BankS-Interest-Seminars-Sell/
... everyone's list of needs and interests. Close the seminar with a presentation of the agency's strengths-such as the carriers it represents, its personnel, and its local involvement in civic affairs-and its commitment to earn business and loyalty through professionalism and dedicated service. Distribute brief seminar-evaluation forms with an option to request an appointment. A seminar featuring travel to one or more sites, whether it's a nearby attraction or a tour half a world away, also can be highly effective. After whetting the attendees' appetites, the insurance presentation can illustrate how potentially significant savings achieved through the agency's professionalism can help fund such excursions. Life insurance is particularly dramatic: In some cases, the savings may be enough to fund most or all of the featured trips. A charity may sponsor or co-sponsor the seminar, with the ... scale the possibility of building a wider base of general and specialty lines (for example, Marine, Surety, estate planning, and charitable contributions) and producers dealing with them The negatives include: customer concern that personal service deteriorates as agency size increases customer anxiety that the bank will use subtle coercion if insurance is not bought there inexperienced banking officers making major insurance decisions bank executives who consider the insurance operation a minor profit center and deny it the support it deserves Addressing the pros and cons of the affiliation in many cases reveals the different, though related, functions of both participants. When each operation respects the other's function, the bank-insurance relationship thrives. The operations should be connected and close, but not homogenized or cannibalistic. And just as the bank may give valuable leads to the insurance sales ...
https://completemarkets.com/Article/article-post/817/Getting-The-BankS-Interest-Seminars-Sell/
...ther it's a nearby attraction or a tour half a world away, also can be highly ...
https://completemarkets.com/Article/article-post/2004/AGENTS-FOR-CHANGE-WE-CAN-MAKE-THE-WORKPLACE-SAFER/
...ound the facility on an inspection tour identifying hazards. During the tour, we solicit employees' views and sugge...
https://completemarkets.com/Article/article-post/760/Creating-Your-Business-Plan/
...ng a planned route and came to a detour for a bridge out, while you would chan...one golf lesson and then join the PGA Tour. It requires hundreds of lessons, p...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/760/Creating-Your-Business-Plan/
... reduce the plan to writing by creating an Action Plan and establishing regular follow-up to make certain that everyone stay's on the same page all of the time. In other words, it's time to follow up on the plan. Do this on a monthly basis — without fail. Without regular follow-up, you'll see little change. Everyone knows that you can't take one golf lesson and then join the PGA Tour. It requires hundreds of lessons, practice, and regular coaching to attain this level of success. The same holds true of agency operational changes: Owners and managers must provide regular follow-up and coaching. CONCLUSION By applying these steps and disciplines, you can not only change direction, but also transform the "culture" of your agency. You might also enjoy a reduction in your premium. ... any event, writing and implementing an agency business plan will certainly boost your productivity, improve customer relations, and markedly increase the value of your agency significantly. Jack Fries can be reached at Fries & Fries Consulting, P.O. Box 66, Alexandria, KY 41001, phone (859) 694-1580, fax (503) 212-6255, e-mail [email protected] , Web site www.jackfries.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 - Save yourself a whole lot of time & money when you use our directory of carriers, wholesalers and service providers. Negotiate lucrative contracts with carriers and wholesalers. Net result. More revenue for your ...