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.

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 …

Five casual ways to pump up CSR sales

CSR selling doesn’t happen by decree. Principals can’t simply declare a sales quota and expect instant results. It is a long-term process getting customer service representatives involved in selling. Management must take some well thought out steps to motivate reps …

Five casual ways to pump up CSR sales

CSR selling doesn’t happen by decree. Principals can’t simply declare a sales quota and expect instant results. It is a long-term process getting customer service representatives involved in selling. Management must take some well thought out steps to motivate reps …

Try selling insurance like it’s overpriced spaghetti

Developing an insurance proposal for a prospective insured is a costly endeavor. Even a liability-only auto quote requires a major pre-investment in advertising, automation, carrier relations, education, licensing, office space, phones, staff, supplies, and more. Everyone in the office must …

Try selling insurance like it’s overpriced spaghetti

Developing an insurance proposal for a prospective insured is a costly endeavor. Even a liability-only auto quote requires a major pre-investment in advertising, automation, carrier relations, education, licensing, office space, phones, staff, supplies, and more. Everyone in the office must …

How to hold your ground against the Internet marketers

Just because some individuals purchase policies over the Internet doesn’t mean that everyone is similarly inclined. Many personal lines prospects simply aren’t comfortable buying their insurance online or over the phone, at least not yet. This uneasiness gives local-only agents …

How to hold your ground against the Internet marketers

Just because some individuals purchase policies over the Internet doesn’t mean that everyone is similarly inclined. Many personal lines prospects simply aren’t comfortable buying their insurance online or over the phone, at least not yet. This uneasiness gives local-only agents …

Attract high-end sales with personal insurance shoppers

The future of personal lines is about picking sides. Today’s average auto and homeowners policyholder is shifting from the middle ground to one of two consumer extremes: low service or high. The former considers insurance to be a commodity and …

Attract high-end sales with personal insurance shoppers

The future of personal lines is about picking sides. Today’s average auto and homeowners policyholder is shifting from the middle ground to one of two consumer extremes: low service or high. The former considers insurance to be a commodity and …

Market your business skills to clients and prospects

Insurance agents are a very talented bunch. Over the years, many have fine-tuned the entrepreneurial skills needed to grow their businesses while competing and surviving in an often cutthroat sales environment. Firms in many other fields also deal with these …