Developing new business is an integral part of every insurance agent’s regimen. There are endless ways to go about looking for new business, however, successful agents know how to focus their efforts to engage in the most efficient methods possible. …
To be successful in marketing commercial lines requires a detailed plan. The first step in any process is to assess where you are right now. As Yogi Berra once said, “If you don’t know where you’re going, you’ll probably end …
Three trends dominate the agency agenda today: customers, competition and change. In customer service, these trends have translated themselves into three key areas. To be competitive agencies must provide: • One-stop and one-call access for every customer, whether they are …
An old adage states, “If you keep doing what you’ve done, you keep getting what you got.” As a matter of fact, the true definition of insanity is to continue to do the same thing over and over again and …
What is customer service? Customer service in an insurance agency is made up of four specific functions: Processing, Professional Advice, Production and Positive Communications. Processing For most CSRs in an agency, processing has become customer service. When I ask CSRs, …
In a new series in Insurance Journal, we’ll have industry experts talk about the best ways to manage today’s agencies. In this article, Jack Fries speaks on managing the marketing and sales effort in the hard market. The hard market …
In a new series in Insurance Journal, we’ll have industry experts talk about the best ways to manage today’s agencies. In this article, Jack Fries speaks on managing the marketing and sales effort in the hard market. The hard market …
Why Plan? As the manager and/or owner of your agency, you know that every task you undertake on a daily basis should be one step closer to the completion of an overall agency plan. Why plan, you ask? It is …
Why Plan? As the manager and/or owner of your agency, you know that every task you undertake on a daily basis should be one step closer to the completion of an overall agency plan. Why plan, you ask? It is …
Today, more than ever before, the independent agent needs to reduce expenses and increase income. In order to accomplish this, an agency needs to establish processes that incorporate four cornerstones to effective procedures. They are: Efficiency, E & O Protection, …
