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1001 - Volume Two
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Advertising Ideas
Action Templates CD
Direct Mail Ideas
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Sales & Service Ideas

1001 AGENCY IDEAS™ VOLUME TWO »
INSURANCE SALES & SERVICE » ANNUAL ACCOUNT OVERVIEWS™, SURVEYS
PLUS VARIOUS PERSONAL & COMMERCIAL IDEAS & TOOLS

Annual Account Overviews™ (AAO) » Our single most popular idea!

bulletSmart, professional, AAO alternatives to boring renewal form letters.
bullet Complete personal auto AAO.
bulletComplete homeowners AAO.

Surveys »

bulletSmall business backgrounder.
bulletBusiness insurance client satisfaction survey.
bulletSmall business prospect dissatisfaction survey.
[See Volume One for personal lines survey.]

Personal Lines Selling & Marketing »

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4 creative ways to market with "insurance bags."

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8 ways to sell higher personal lines limits.

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8 ways to speed up an auto insurance buying decision.

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4 ways to use free drawings to attract personal lines, with sample drawing coupon.

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Insurance impact seminars for teen drivers.

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6 building blocks for a personal lines proposal.

Commercial Lines Selling & Marketing »

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Customer training classes with 5 specific training ideas.

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Insurance Value Statement: Concept and instructions.

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Insurance Value Statement: Complete example with 16 valuable sample services.

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Producer Package Policies: Concept and instructions.

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Producer Package Policies: 20+ ideas for what to include.

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Producer Package Policies: Complete sample cover page.

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Proposal Agenda: Concept and instructions.

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Proposal Agenda: Complete sample agenda.

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Proposal Agenda: 5 tie-in commercial proposal ideas.

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7 effective ways to get personal when selling business insurance.

 


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