Spread the Love
You’ve got just over a week before Valentine’s Day. Do something nice for your customers Valentine’s Day (and every day). Spread the love, spread the joy. Here is our suggestion…
Agency Management
Oral vs. Written Binders
Unless there is a legal requirement, is there a reason to issue a written binder on an account? We posed this question to the VU faculty and got a mixed…
Firing Customers…Dump Letters
Increasingly, agents are discovering that they have customers that they no longer want for one or more of many reasons. Maybe it’s a contractor that generates so much certificate of…
Michigan Agent is IIABA Young Agent of the Year
ALEXANDRIA, Virginia, Oct. 15, 2015 —The National Young Agents Committee (YAC) of the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) presented the Outstanding Young Agent…
Citrix Joins Agents Council for Technology
ALEXANDRIA, Virginia, Aug. 10, 2015—Citrix is the newest company partner of the Independent Insurance Agents & Brokers of America’s Agents Council for Technology (ACT).
The Helper Personality: Why Service Staff Shouldn’t Sell Insurance
One of the key differences between Producers and Service Staff is the nature of their personalities. While the Producer has that sales personality, assertive but not pushy, friendly but focused,…
15 Customer Service Tips for 2015
It’s 2015 so, in keeping with the new year, customer service expert Shep Hyken offers 15 customer service tips to keep in mind and in practice throughout the coming year.
The Commoditization of P&C Insurance
This article is a wake-up call from consultant Chris Burand: “The independent agency system constantly emphasizes how important agents are to clients in choosing the right coverage. While agents can…
When It Comes to Serving Clients, Do You Lead or Follow?
This article is about leadership. When it comes to policy limits, forms and coverage, being a leader pays off for you and the client! Are you leading your clients so…
The New “Retention Dimension”
High performance agencies inevitably maintain controllable customer retention rates of 95% or more regardless of the market conditions, regardless of the insurance economy and regardless of competition. And these high…
