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.

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 …

Gain new commercial appointments with intriguing giveaways

The insurance industry has a well-earned reputation for stodginess. A vast percentage of today’s independent agents still employ conservative form letters and phone calls to attract the attention of small-to-medium-sized commercial prospects. Business has changed. In many instances, it has …

Gain new commercial appointments with intriguing giveaways

The insurance industry has a well-earned reputation for stodginess. A vast percentage of today’s independent agents still employ conservative form letters and phone calls to attract the attention of small-to-medium-sized commercial prospects. Business has changed. In many instances, it has …

Seven ways to sell more insurance while wearing a golf sweater

You can tell a lot about a person by the way he or she plays golf. A match is a mirror into the person’s attitude, ethics and behavior. It is why many agents and company people host the game to …

Seven ways to sell more insurance while wearing a golf sweater

You can tell a lot about a person by the way he or she plays golf. A match is a mirror into the person’s attitude, ethics and behavior. It is why many agents and company people host the game to …

Getting your commercial producers to prospect

Some producers never seek out fresh prospects. Instead, their managers employ list services and telemarketers to spoon-feed them their leads. Still, this is the exception in the agency business and not the rule. Most producers must uncover their own prospects, …

Getting your commercial producers to prospect

Some producers never seek out fresh prospects. Instead, their managers employ list services and telemarketers to spoon-feed them their leads. Still, this is the exception in the agency business and not the rule. Most producers must uncover their own prospects, …

Nine fears that can cause you to lose a young producer

Today’s younger producers seek more power. Since they can’t control the market changes swirling around them, many demand more influence within the agencies where they work. There is concern that their production efforts go primarily towards retiring the agency’s current …

Distinguish your agency with commercial client training

Most small to medium-sized commercial insureds are educated only in how to shop for the lowest possible premium. Very few are schooled in the everyday nuances of managing their firm’s insurance program. This is understandable, because once a producer gets …

Distinguish your agency with commercial client training

Most small to medium-sized commercial insureds are educated only in how to shop for the lowest possible premium. Very few are schooled in the everyday nuances of managing their firm’s insurance program. This is understandable, because once a producer gets …