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.

Use agency generated coupons to cash-in on new sales

Everyone loves saving money and getting something for nothing. It is why coupons exist and why they are so deeply entrenched in U.S. product marketing. Manufac-turers and service companies employ them to launch new items, attract new customers, and build …

Is your agency’s newsletter a snooze-letter?

If your agency sends out a newsletter, take a moment, sit back and honestly evaluate it. Is it interesting and informative, packed full of helpful insurance information and ideas. Or is it loaded with canned facts and articles [yawn]. The …

Growing Your Property Casualty Agency

The top functions of an agency newsletter are to keep in touch with existing insureds at times other than renewal and to establish or maintain contact with selected prospects. Is your agency’s newsletter a snooze-letter? If your agency sends out …

Growing Your Property Casualty Agency

Hiring a relative can be a terrific or a terrible move. Unfortunately, it isn’t always easy working with your relatives, day after day. Personal and professional problems frequently arise. Regardless, for years, agencies have been passed on from one generation …

Growing Your Property Casualty Agency

Hiring a relative as an agency producer Hiring a relative can be a terrific or a terrible move. Unfortunately, it isn’t always easy working with your relatives, day after day. Personal and professional problems frequently arise. Regardless, for years, agencies …

Seven ways to benefit by trading with other agents

Some days it seems that you are in battle with every person who sells property casualty insurance. It’s easy to view other local independent and exclusive agents as the enemy. This assessment is understandable, but it’s also counterproductive. That’s because …

Growing Your Property Casualty Agency

When you encounter an account you can’t competitively place, instead of declining to quote or expending extensive time searching for a viable market, refer the prospect to a competing producer who can easily write it. Some days it seems that …

Turn Routine Office Documents into Moneymaking Tools

Before you get too comfortable, take a second. Slide out of your office chair and look around the agency at the many printed forms that you use each day. Nearly every one can serve a need beyond its original intended …

Turn Routine Office Documents into Moneymaking Tools

Before you get too comfortable, take a second. Slide out of your office chair and look around the agency at the many printed forms that you use each day. Nearly every one can serve a need beyond its original intended …

How to Establish Your Agency as an Expert in Any Target Market

Some agents assume that they know all about a specific industry simply because they have written a few accounts that belong to it. Their experience with these insureds makes them an authority, at least in their eyes. However, closing a …