Quality of Quotes. Sometimes in the hurry hurry world of the CSR or producer, an insured will request quotes for certain coverages. Whether they do so as a result of the agency using a coverage checklist or simply the client’s …
Personal Lines Quote Sheets. In most agencies, CSRs base their personal lines quotes off the data gathered per their quote sheets. Two common problems exist using quote sheets. The first is many agencies’ quote sheets are inadequate. The questions are …
Bend, OR, 05/14/12 – “Consumers are on a virtual stampede to mobile devices and it’s killing lead generation for most insurance agents,” says Michael Jans, CEO of Agency Revolution, a success coaching and digital marketing system developer specializing in the …
