Search found 148 matches

by pageltd
Fri Oct 28, 2016 6:58 am
Forum: Opinions
Topic: Marketing "plan" for specialty/niche markets
Replies: 2
Views: 6935

Re: Marketing "plan" for specialty/niche markets

Great, thanks for the info. I had great results in the past by calling and setting appointments. In the past it was easier to get the decision maker on the phone and set an appointment. What worked was that I was not just a telemarketer, but an insurance professional that knew how to talk about the ...
by pageltd
Tue Oct 18, 2016 8:05 am
Forum: Opinions
Topic: Marketing "plan" for specialty/niche markets
Replies: 2
Views: 6935

Marketing "plan" for specialty/niche markets

I am working on a marketing plan for a specialty niche. I have a few very good markets for this particular target niche. One of them will write it as a BOP, which simplifies matters. I have a marketing list with phone numbers. I have some initial ideas, but what I am looking for are ANY ideas with r...
by pageltd
Mon Oct 03, 2016 10:48 am
Forum: Opinions
Topic: Geico or Elephant
Replies: 9
Views: 11575

Re: Geico or Elephant

Not sure how to post something to a 'forum'. I've been on this board plenty of times, but right now I'm lost. So...I've like to start a conversation. It's a large topic. Maybe no one cares anymore...but here goes nothing. "How to generate personal lines leads" OR "How do you generate ...
by pageltd
Mon Oct 03, 2016 9:52 am
Forum: Opinions
Topic: Geico or Elephant
Replies: 9
Views: 11575

Re: Geico or Elephant

How does favoring new business make any sense?
Is the old adage that it cost less to keep an existing client than acquire a new one, dead?
by pageltd
Mon Oct 03, 2016 9:49 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1299110

Re: Agency Management System

We have (4) users. We use AMS Prime for agency management. We do BOTH PL and CL download. We use PL Rating for rating. I would want to convert all data from AMS Prime. I want to use the system as much for the marketing in our agency. Is there an option to install your program in my office, versus al...
by pageltd
Mon Oct 03, 2016 9:38 am
Forum: Opinions
Topic: Download From IVANS Errors, Agents Fault
Replies: 1
Views: 6131

Re: Download From IVANS Errors, Agents Fault

IVANS customer service is the WORST! For them to blame the agent is not surprising to me. I had a bad experience with them when I wanted to download the IVANS software after setting up a new computer. They would not help me. The joke was on them...I found the link to the software on their own site a...
by pageltd
Wed Sep 21, 2016 5:26 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1299110

Re: Agency Management System

Does anyone know of a software program that will take a risk survey or questionnaire and import that data directly into an ACORD form? IN other words, an interview, for a prospective form where the information is captured, then goes into an ACORD form directly without intervention. Mostly thinking a...
by pageltd
Thu Jun 02, 2016 9:46 am
Forum: Opinions
Topic: Agency Management System
Replies: 242
Views: 1299110

Re: Agency Management System

Nothing like standardization in the market. All sorts of options but none of them very good. P{ockets of execs being lined while the industry sits and waits?
by pageltd
Tue Jan 13, 2015 7:45 pm
Forum: Opinions
Topic: New Agency E&O coverage.
Replies: 3
Views: 5543

Re: New Agency E&O coverage.

Check with PIA or Big I. Both have programs.
by pageltd
Tue Jan 13, 2015 10:59 am
Forum: Opinions
Topic: Opposite of - Insured to replacment cost
Replies: 3
Views: 7012

Re: Opposite of - Insured to replacment cost

I am in the process of re-quoting one of my clients. I used the same completed MSB that I have been using when I first got the account in 2007. The insured reviewed it and did make a change. There is now more hardwood flooring than carpeting. In 2007 builders-net on-line building cost was $330,321....
by pageltd
Thu May 08, 2014 6:54 am
Forum: Opinions
Topic: Mobile app opinions?
Replies: 4
Views: 5530

Re: Mobile app opinions?

my opinion...you're better off with a mobile enabled website. there are certain wordpress themes that do this well, like Genesis. I also use an app for my website. take a look at it on a smart phone www.pageins.com
by pageltd
Fri Feb 03, 2012 5:21 pm
Forum: Opinions
Topic: Software - Agent, not Agency
Replies: 5
Views: 3629

Re: Software - Agent, not Agency

Insurance Specific - For agency management:
http://www.agencysoftware.com

NOT Insurance Specific - really inexpensive, but really effective if you want to customize (like ACT!)
http://www.chaossoftware.com
by pageltd
Fri Jan 27, 2012 5:48 am
Forum: Opinions
Topic: How do you ask for a referral?
Replies: 21
Views: 44957

Re: How do you ask for a referral?

Another way is to send an emai (if that's the preferred way to contact a particular client) and ask for referrals. I've thought about creating a link to a web page where they could enter the names of people who they are referring. That seems too electronic, but might work in some instances. Make it ...