June 18, 2007
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 …
May 21, 2007
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 …
May 21, 2007
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 …
April 23, 2007
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, …
March 26, 2007
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 …
February 26, 2007
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 …
February 25, 2007
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 …
January 29, 2007
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 …
January 28, 2007
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 …
December 24, 2006
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 …