 | The basics: How marketing, sales, and service interact
within your agency
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| Sources for conducting inexpensive commercial lines (CL)
target-specific market research
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Chart schedules 30 fresh sources to look for PL & CL
prospects. Click to view (PDF).
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| Form for the monthly listing of personally known PL and
CL prospects
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| Promote a "Commercial Coverage of the Quarter" |
| Checklist helps you to qualify and rank the value of CL
prospects
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| Guide helps new producers to create sales from incoming
calls
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| 10 mistakes to avoid while telemarketing consumers and
businesses
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| Tips to improve your business-to-business telemarketing
calls
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| Learn how agencies (from small-sized to jumbo) promote
themselves in the Yellow Pages
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| Chart with 40 tips for running a great Yellow Pages ad
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| Tips to design and promote your agency’s Internet
web site
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| Eight cheap direct mail ideas
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| Personal Lines discount checklist
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| HO premium comparison graph
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| Two imaginary newspapers for marketing PL and CL
Umbrellas
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| Coverage chart comparing your best high-value policy vs.
a prospect’s HO
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| Cartoon to resolicit lost policies
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| Mailer for soliciting Replacement Cost Coverage on
HO’s
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| Sample of an individualized newsletter with cross-sell
articles that actually mention clients by name, their cars, etc.
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Marketing Ideas
