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Tuesday, August 2, 2005
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Issue 18
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VOLUME 1 ISSUE 18 |
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Is Processing Putting Your Customers At Risk?
As you probably know, I spend much of my time talking with agency staff and owners. And it is always interesting to ask one simple question, "What business are you in?" If you have been around Advanced Automation very long, you know the answer - The Protection Business.
Because we are in the business of Protecting our customers and not just providing customer service, we have an obligation to regularly visit with them about what they want and need from their insurance. And, if we fail to find out, we are actually making decisions for our customers that we have no right to make.
For example, if I get busy processing stuff and overlook asking a personal lines customer about their need for an umbrella policy, I have made a decision to put their financial future at risk if they have the misfortune to be involved in a costly accident.
CSRs want to help and serve their customers, and the most effective way they can accomplish this goal is to make account rounding questions a part of their daily workflow. If you need help or ideas for helping your CSRs move from a Processing to a Protection mindset, just contact your Personal Coach, Dan Young, and he will be glad to work with you and your staff to do what you do best - Protect Your Customers.
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In this issue...
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I haven't
worked a day since I went to work for Advanced Automation
by Tom Baker
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Ever
feel like stress and pressure suck the fun right
out of doing your job? You're not alone.
Believe it or not, there is an alternative.
And it begins with following these four simple
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[FULL STORY]
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Getting
Producers and CSRs on the same page of protecting your
customers
Book Review - Spin Selling
by Neil Rackman
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Every agency wants
to increase the effectiveness of Producers and
CSRs in writing new business. But how
do you develop a consistent "sales" process
that works for both? "Spin Selling" gives
the answer to ... |
[FULL STORY]
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Part 3
- Secret of Productivity
Secret 3 - Your Market
by Charlotte
Hicks
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It was years ago
we heard the lyrics "the times they are a-changing".
No kidding! Look at the change since then. Has
your business changed as much as your market? |
[FULL STORY]
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Effective
Letter Writing
Exchanging paper and postage for productivity and profitability
by Tom Baker
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Effective letters
can increase your response rate, communicate
more effectively and reduce E&O potential.
If you are wanting to reduce paper and postage
to increase office efficiency and profits then
this article is a must read.
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[FULL STORY]
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Myths
of E-Filing
Moving from "paper-less" to "less-paper"
by Ted Baker
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Learning
to use technology for agency workflow is critical
to the long term value, perpetuation and profitability
of your agency. This article appeared
in the June issue of Agent and Broker
magazine. |
[FULL STORY]
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E-mail
Ettiquette
The benefits and pitfalls of electronic communication
by Tom Baker
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Everyone
knows how to send and receive emails. But
do you know to use email effectively?
With email issues ranging from
privacy laws to courtesy, you will want to consider
things like ... |
[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 tom@advancedautomationinc.com |
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