Search CompleteMarkets

...ut their exeperiences during your marketing and sales process. The results un... will: 1. Have a stronger marketing and sales program, 2. ...

...e in the insurance, retention and market research industries. Our system is the only one built on a research-based scientific methodology with a ...

...stem Utilizing psychographic research that we have done over the past 20 y...

...mer Service, Claims, Underwriters Marketing Representatives ...

In-House Customized Mini-Boot Camp This is usually one day or two days if the agency is divided into two groups. The Mini-Boot Camp takes my basic one-hour presentation that gives the "Headlines" and expands it into an interactive, fun, informative, and productive day. At the end of the day, the participants will know: 1. Why retention is so important, 2. Why they cannot afford allowing a Client to have a negative event, 3. Why they have to be nothing less than “absolutely delightful every day,” 4. Why they have to cross-sell and ask for referrals, 5. Why they must Wow! Clients every day, and 6. Why they must Wow! each other every day. Our results-driven Boot Camps are designed to help your agency provide outstanding service that will keep your clients for life & have them regularly referring other business to your agency while cross-buying. •Boot Camp- the entire package! - Two-day in-house Boot Camp-the entire package to get everyone in your agency moving toward the same goals around retention, referrals and cross-selling! - One-day, in-house Mini-Boot Camp- a great way to get others aboard! Most agencies and companies opt to have Self-directed Teams implementing some of the ideas. The Teams send me their Meeting minutes and there is not any additional burden on Management. I am "on call" for them for one year. I visit quarterly to meet with Management and with the Teams, to track progress and provide additional tools and skills to ensure that your talent stays sharp!

Former Client Win Back Program We call your Former Clients for you, so we can understand why they left and what you can do to win them back. Former Clients Our Goal is to uncover what really happened and win some of your Former Clients back. The typical time frame is two to three weeks. We interview your agency's profitable former Clients to understand why they left and what needs to occur for them to return. On average, the agencies we work with are able to win back ten to fifteen percent of these Clients within two years. You will receive a Report on each former Client with actionable steps. We provide a written Guarantee of 200% ROI within two years.

...luding but not limited to: Marketing and PR consultants Management ...p placing an account? Connect with a market specialist.

...rveyors, management consulting of market appraisal and feasibility studies, marketing consultants/researchers, mailing s...p placing an account? Connect with a market specialist.

...eous professional liability (MPL) market presents a strong opportunity for age...p placing an account? Connect with a market specialist.

...gs deep experience across diverse markets, provider specialties, and policy fo...p placing an account? Connect with a market specialist.