Articles by Alan L. Shulman

Alan Shulman, CPCU, is the publisher of Agency Ideas® sales and marketing newsletter (free basic subscription at www.agencyideas.com/join). He is also the author of “500 Sales Ideas for Commercial Lines Producers” among many other P&C sales resources. Email: alan@agencyideas.com. Website: www.agencyideas.com.

Ask 16-year olds for tips on growing your agency

Too often agency sales, marketing, and management concerns are solved solely by reviewing what other agents have done. This limited vision causes principals to miss out on lessons derived from non-insurance sources. Firms outside of the property/casualty industry deal with …

Ask 16-year olds for tips on growing your agency

Too often agency sales, marketing, and management concerns are solved solely by reviewing what other agents have done. This limited vision causes principals to miss out on lessons derived from non-insurance sources. Firms outside of the property/casualty industry deal with …

Creatively communicate with your carriers

There is more to good company relations than just putting an insurer’s plaque on your wall. Your agency must meet its agreed commitments, just as the carrier must meet its promises to you. The conduit for converting these mutual promises …

How to avoid common producer sales management mistakes

There is more to working with producers than just paying and praying. It also takes continuous in-office supervision. Some agencies are fortunate enough to have the time and talent to coach their sales staffs. Regretfully, most shops can’t afford dedicated …

How to avoid common producer sales management mistakes

There is more to working with producers than just paying and praying. It also takes continuous in-office supervision. Some agencies are fortunate enough to have the time and talent to coach their sales staffs. Regretfully, most shops can’t afford dedicated …

Reduce client services to better compete

Customer loyalty, in insurance and elsewhere, is an oxymoron. Buyers shift allegiances faster than a [reader: fill in your own metaphor]. Still, even in these increasingly cutthroat times, most property/casualty agencies hold on to 80 percent or more of their …

Reduce client services to better compete

Customer loyalty, in insurance and elsewhere, is an oxymoron. Buyers shift allegiances faster than a [reader: fill in your own metaphor]. Still, even in these increasingly cutthroat times, most property/casualty agencies hold on to 80 percent or more of their …

10 free and easy ways to drive traffic to your agency’s Web site

This isn’t exactly news, but by now most property/casualty agencies have their own Web site. And that’s good, but it isn’t good enough. In addition to its mere existence, a Web site should be easy to use, informative, assistive, self-promotional, …

10 free and easy ways to drive traffic to your agency’s Web site

This isn’t exactly news, but by now most property/casualty agencies have their own Web site. And that’s good, but it isn’t good enough. In addition to its mere existence, a Web site should be easy to use, informative, assistive, self-promotional, …

Three ways to bag more personal lines sales

The Post Office isn’t the only way to deliver insurance marketing materials. Inserts, e-mails, Web site downloads, and hand delivery are some of the other options that are available. The first three methods are regularly employed; the last is often …