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Tuesday, June 14, 2005 |
Issue 15 |
VOLUME 1 ISSUE 30 |
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TIP OF THE MONTH
Just the right prescription for writing new business
We all know your agency is not a doctor's office. But we can still learn a few things from the way a doctor's office handles their patients..
Although we certainly recommend getting out of the business of taking direct bill payments in the agency, you still may have walk-in customers. Here is a great tip that can build stronger relationships with your clients, and write new business for the agency.
While the person waits for their CSR, or whoever will be taking care of them, ask them to complete a Customer Survey Form. For an example of a form, click here.
The purpose of the form is to find out where they currently have
their insurance, what gaps they may have and how your agency can
increase their protection. Even if the CSR is available when
the customer comes in, and even if the customer has already completed
the form, have them take the time to fill it out again. Then
make sure that the individual responsible for that account reviews
the form ,and follows up with a conversation to let the customer
know how your agency can insure their financial security.
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Agency Of The Month
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MRW Group
- Huntington, NY
MRW Insurance
just completed their kick-up party - and did they
have a party! From T-Shirts to candy, these
folks know how to make change fun, and motivate their
staff to excellence.
Take a minute a read what Deanne and the rest of the
crew has to say about moving forward with Advanced
Automation.
[FULL STORY]
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Increasing Revenue
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New Customer
Information Sheet
TIP
- Use a New Customer Information Sheet to make
sure the agency and the customer are working together
to comply with agency procedures.
[FULL STORY]
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Increasing Revenue
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Customer
Advisory Board Allows Customers To Help Build Your Business
TIP
- Ask local high school seniors to participate in
a Customer Advisory Board to begin building loyalty
with your next generation customers.
[FULL STORY]
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Building Retention
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Contest
for EFT
TIP
- Schedule a contest encouraging your staff to migrate
existing customers to use EFT as a way to increase
retention.
[FULL STORY]
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Enhancing Your Website
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Cross-Selling
Adds Profit To Your Website
TIP
- Add "commercials" for on every page so your website
can "cross-sell" 24/7.
[FULL STORY]
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Customer Loyalty
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Accident
Prevention Kits Express Your Appreciation
TIP
- Use proven tools such as Accident Prevention Kits
to express appreciation to your customers.
[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.
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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If you have any questions
about an article in this issue of "The Source",
or you would like more information about any of the proven,
profitable, solutions offered by Advanced Automation
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Please contact cyngve@advancedautomationinc.com |
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