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Tuesday, May 17, 2005
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Issue 13
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VOLUME 1 ISSUE 13 |
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TIP OF THE MONTH
Attend the 2005 Conference June 9-11 in Dallas
This year's conference is the most important event we have ever had. Besides a great list of speakers such as Patrick Linnert with Marsh-Berry, Dr. Bill Crawford, Paul Reynolds and others, Ted will be presenting our new AGENCY-SOLUTIONS program | AGENCY-SOLUTIONS represents the first time in our industry that you have access to the training, technology and tools you need to grow your agency. We will also be introducing our staff training module that has been in the works for over two years. This training allows you to hire a person that knows nothing about insurance and train them to function as a qualified CSR. Click Here to Register.
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Agency Of The Month
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Sleeper, Sewell
& Co. - Dallas, TX
In
honor of Mothers Day, and to the great enjoyment of
all employees, some of the men in our office got together
and prepared a delicious and extensive breakfast.
Only a couple of circuits were blown and the chefs
quickly recovered. No producers or owners were harmed
during the making of this breakfast.
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Retraining Customers
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Ted's
Way To Reduce Direct Bill Payments
TIP
- Whether you realize it our not, you are not in the
business of handling direct bill payments for your
customers. A very simple change can produce
significant, and profitable, results.
[FULL STORY]
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Staff Motivation
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Wooden
Nickels Worth Their Weight in Gold
TIP
- Wooden Nickels are a great way to enourage and motivate
your staff. Let your staff collect them, and redeem
for movie tickets, gift certificates and more.
[FULL STORY]
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Reducing E&O
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Due Dilligence
Important Element in Reducing E&O
TIP
- Use your html newsletter feature in CAROL to send
out regular monthly newsletters to your customers.
[FULL STORY]
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Scanning Decisions
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Are You
Scanning Too Much?
TIP
- Choosing what you scan can be more important than
the way you scan.
[FULL STORY]
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Proposal Systems
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6th Sense
Proposals
TIP
- Proposals are important to an agent's ability to
sell. Agencies using a good proposal system may be
able to get E&O premium discounts. Read about
Preston Diamond's 6th Sense system. It may be what
you have been looking for.
[FULL STORY]
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Workflow Efficiency
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Dual
Monitors Double Daily Efficiency
TIP
- Using two monitors simultaneously doesn't make much
sense -- until you try it! Step up to our dual-monitor
challenge and immerse yourself in a digital panorama.
[FULL STORY]
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Member's Corner
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Share Your Success and Ideas With Other Agencies!
One of our greatest resources
is the success your agency will continue to have this
year.Send us your story of how your creative ideas
have increased your business.
Or, share a short testimony of how your partnership
with Advanced Automation has exceeded your expectations,
and made a measurable difference in your agency.
What ideas have you used that have saved time or made
life better? Have you creatively protected customers?
Are there classes you would like to see offered this
year?
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