Customer Service

The Impenetrable Account

How do I sell to an account that is firmly in the hands of a competitor? In one form or another, I hear that question at almost every sales seminar…

Relationship Selling

Relationship Selling is the differentiation of you and your agency from your competitors – without considering price. Sales can be made on the basis of price. But relationships cannot be…

Customer relationship management concept. wooden block with target icon linked with human for customer focus group. Data exchanges development and customer service.

Customer Retention

What is GOOD customer retention? If you consider the fact that some customers move, sell their business or die every year, a 95% retention rate or better is considered strong.…

Confused relationships of people in a couple. Misunderstanding and conflicts in the family.

Clients for Life: Customer Retention

Customer retention has been trending negatively for the last ten years. Customer retention in recent years has averaged 87% and, while a few percent retention loss doesn’t seem like much,…

Business team hierarchy. Connections and relationships in the company. Personnel management. People connected in hierarchical system. Separation of roles and responsibilities. Career. Teamwork

A Producer’s Role

Even in trying economic times, smart agents understand the critical need for feet on the street, bringing new clients to the agency on a regular basis. Only one of every…

Man standing on a top

Building a Sales Organization

This comprehensive article addresses the issues of building a successful sales organization, for outstanding customer service to the critical need for formal sales training. Al presents some startling statistics dealing…

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Can Your Agency Sell Insurance?

In this article, I’d like to present six points that are the core of sales oriented insurance agencies that we encounter and assist as a consulting firm. If you are…

Moving from Service to Sales

What do you do AFTER…        …you have automated to increase efficiency…        …you have eliminated functions and personnel…        …you have cut your expenses to the bone……and you are still losing ground…

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How to Become a Shark Hunter

The title of a popular book is “Swimming with the Sharks.”  It teaches you how to get along in the world of “sharks” – the voracious salespeople of industry. Well…

Quality Certificate and Checklist document inspecting target marketing planning assignment with quality management. Standardization, certification. Compliance to regulations service and standards.

Soft Market Selling

Most agents who call us asking how to motivate their producers to sell more and retain more clients in this soft market are concentrated on only two things: getting into…