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Tuesday, July 19, 2005 |
Issue 17 |
VOLUME 1 ISSUE 17 |
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TIP
OF THE MONTH
Become a SOLUTIONS Agency!
We have just returned from a SOLUTIONS Leadership
Conference in Tyler, TX. Agencies
choose a name for their group, and stay in touch with one another
for support, advice and encouragement. This group chose the name
"The Incredibles".
So meet Tom Levy. Mr. Incredible! Here is what Tom has to
say:
I was a TEAMS member and heard about SOLUTIONS. I signed up and traveled to Dallas with my overworked staff. After 2 ½ days of training, I have the answers to the problems. Both myself and my CSR are excited about the future. It feels like the weight has come off my shoulders.We now know that the purpose of the agency is protection and the customer is not always right. We had lost control over our office to the customer. We now have a plan to take control of the agency. I can’t wait to implement it!”
Tom Levy
Levy Insurance Agency
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Marketing
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It's Not
What They Expect, But It Will Get Their Attention
TIP
- Looking for a creative way to get your point across
to your customers? Try something like this...
[FULL STORY]
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Account Rounding
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Umbrella
Polices Can Brighten The Day
TIP
- Looking for a great way to kick-start rounding out
accounts for your agency? Umbrella policies are perfect!
[FULL STORY]
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Workflow Efficiences
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Activity
Codes Help Unlock The Secret For Effectively Using The
Internet
TIP
- Assign Activity Codes to your customers that use
the internet to communicate with your agency.
[FULL STORY]
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Staff Motivation
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Some of
the Best Ideas Come From Some of the Worst Places
TIP
- At your next staff meeting, introduce a "The Worst
Idea is the Best Idea" exercise.
[FULL STORY]
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Enhancements for CAROL |
Your
Agency's Online CSR Is Also Your Client's Virtual Assistant
TIP
- If you are using CAROL for your agency website,
begin using the WebPush feature to securely deliver
certificates to your clients.
[FULL STORY]
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Prospecting
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"Know
Your Stuff" Provides Way To Know Prospective Clients
TIP
- Use free resources on the internet as a great way
to introduce new prospects to your protection professionals.
[FULL STORY]
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Working Electronically
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Too Much
Paper Can Mean Too Little Profit
TIP
- Invest the time to schedule a series of meetings
with your staff to decide what gets scanned, and what
gets tossed.
[FULL STORY]
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Cross-Selling
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Calculating
The Value of Cross-Selling/Account-Rounding Your Client
Base
TIP
- Educator Chris Amrhein, writing in American Agent
& Broker magazine, offers this formula for calculating
the value of cross-selling/account-rounding your client
base.
[FULL STORY]
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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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