 | 10 tips to improve your business letters |
| 25 ideas for articles to include in your agency’s
client or prospect newsletters |
| 12 do’s and don'ts for writing a useful
client survey |
| Sample Personal Lines Client Satisfaction Survey to gain
servicing and marketing insight |
| Sample Claim Acknowledgment Post Card (for insureds)
Claim Status Inquiry Form (to send to carriers) |
| Log to record details of business lost by the agency |
| 10 ways to regain lost personal lines accounts |
| 25 ways to share expense with your agency’s
competition (vs. clustering) |
| 25 questions to ask before signing up with a company
service center |
| Tips and sample mission statements to guide you in the
creation of your own |
| The "Top 5" approach to agency planning |
| Wish list of services that you should request from your
carriers |
| Form to help you evaluate whether or not to grow with or
retain a particular P&C carrier |
| Agency-bill collections guide, including timetable to
minimize bad debts |
Management Ideas
