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.…

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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,…

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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…

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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…

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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…

Stop Selling Insurance

Most agents have been conditioned to be exactly what the client suspects…salespeople trying to get them to change from their current insurance program to another similar program in order for…

Opening New Territories

We often encounter agents whose growth goals require them to penetrate new geographic territories. They open offices, hire or move employees and expect a flow of business. Unfortunately, that doesn’t…

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