Customer Service

Marketing Personal Lines to Employees Using Workers Compensation Information

Your agency has rosters of employees that are submitted to you annually in order to write the business’s workers compensation coverage. Your sales department would like to use these lists…

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The ABC’s of Marketing

Most of us have enough food. shelter, clothing, and transportation. We don’t need much more. But we want more. We need food. But we want fast foods, diet foods and…

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Closing the Sale in Five Easy Steps

Probably the toughest part of the sales process for most producers is closing the sale. However, by the time you get to that point, the sale should almost close itself.…

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How to Ask For and Get Referrals

According to one study, 86% of surveyed customers would refer their broker to their friends, yet only 12% had ever been ASKED. Another study found that a referral is up…

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You Gain a Lot Through Apology

Apologies are not an admission of wrongdoing. A simple, “I’m sorry that happened. What can we do to make it right?” can go a long way towards restoring faith and…

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Building Value Rather Than Cutting Price

If you don’t know how to build value, you’ll be faced too often with the alternative of cutting price. The best way I know to build value in the prospect’s…

A Balanced Approach to Agency Marketing

Generating a profitable, high-margin book of business requires a balanced approach to marketing and sales – built on processes that are sustained over the long haul. Steve lays out how…

Winning and Losing Key Accounts

Key accounts can be significant for a variety of reasons: their premium volume, profitability, marquee status, relationship with producers, or a combination of these factors. Losing them is never easy.…

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Resisting Price Pressure

A client recently had me work with them to prepare their teams for price increases. The concern was that new and existing business would fall off and therefore pressure on…

How to “Brand” Your Agency

Mention “branding” and people generally think in terms of company names…McDonalds, Nike, Disney, Ford, Xerox, etc. Or, they think of burned cattle flesh. Aside from the cattle flesh, Webster defines…

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