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AGENCY IDEAS® NEWSLETTER
A P&C trade publication for growing agents and brokers.
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Only $126 for a year of ideas and much more!
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Note: Agency Ideas® newsletter has its own shopping cart (separate from the downloads).
Click to view our monthly national ad in Insurance Journal magazine.
What makes Agency Ideas® newsletter worth your time? Agency Ideas® is more than just a bunch of articles. It provides you with tons of original ways to market and sell P&C - all written by Alan Shulman, CPCU, a 30-year industry veteran. You even get the actual tools you need to convert Alan's written ideas into profitable agency action at no extra charge. These innovative resources focus on affordable, creative, and easy-to-enact ways to grow in personal and commercial lines.
The newsletter presents both digital and traditional methods for promoting and selling insurance, including but not limited to social media. Its regular columns include…
Cover Story • In-depth idea. Always introduces an exciting new sales or marketing tool.
CSR Selling • Ideas and original tools to help CSRs and personal lines agents sell or retain more business.
Producer Sales • Ideas and original tools to help agents sell more commercial lines.
Online Action • Ideas and resources to help you to develop business from social media, the web, email, etc.
Advertising Ideas • Creative, often fun tools to market your agency digitally and traditionally.
Q&A • Alan answers interesting questions posed by subscribers.
The Back Page • Alan Shulman's commentary on our industry.
As a paid subscriber, you enjoy bi-monthly digital editions (and print issues through 2013) you can share within the office, and the many free sales and marketing tools introduced in Alan's articles. You can even pose questions to Alan and get a prompt personal response. Plus as a subscriber, you save 20% on any of the over 400 tools in our Instant Download Store. It's an amazing overall value for just $126 a year.
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New subscribers catch up for free. The current issue and two previous digital editions of the newsletter (and all of their companion sales tools) are available for instant download in our password-protected Subscribers-Only Area. Once you subscribe, we'll send you the password for full access to our site and mail you your first issue.
Created for...
Growth-minded agency principals, managers, and producers.
Pricing. $126 for a year. Click for discount eligibility. Includes 6 new idea-packed issues a year.
Each subscription includes the following...
Imaginative ideas and tools for growth.
Agency Ideas® newsletter has only one mission… To help you to creatively sell and retain more personal and commercial lines. Its ideas, articles, and tools provide you with an endless supply of practical and affordable ways to accelerate your growth.
Web-based Subscribers-Only Area.
This password-protected area is packed with “freebie” insurance sales and marketing tools. Download editable, pre-designed versions of the innovative tools introduced in the three latest editions of Agency Ideas® articles… and more.
Bi-monthly issues.
You receive a brand new issue packed with creative ideas and tools every other month. Printed and mailed through the end of 2013. Digital editions thereafter.
20% discount on additional growth tools.
You enjoy a 20% discount on over 400 additional sales and marketing tools in our popular instant Download Store. Once you subscribe, we’ll send you a special discount code.
Marketing plan software tool.
Agency Ideas® Marketing Projection / Planner™ software is available at no extra charge to every subscriber, via download. It helps you to quickly project marketing numbers and to author simplified personal and commercial lines action plans. More »
CREATIVE INSURANCE MARKETING & SELLING IDEAS FOR P&C PROFESSIONALS
Agency Ideas® • Publishing original insurance marketing and sales ideas / tools since 1990.
TOP 10 SALES TOOL DOWNLOADS FOR 2012
These are the most popular P&C sales and marketing tools in the store over the past year.
Buy individually or in a money-saving bundle.
Click on a link to view the top download of your choice.
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TOP 5 INDIVIDUAL TOOLS
Two Renewal Questionnaires (One each for auto and home)
300 Sales Ideas for Commercial Lines Producers™
90 Sales Ideas for Personal Lines CSRs™
New Client Questionnaire - Personal Lines
Cross-Sell Action Report - Personal Lines
Buy these top individual tools in a bundle (ZIP file) for only $95 • Save $29
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TOP 5 DOWNLOAD SETS
THESE SETS ARE AVAILABLE ONLY UNTIL MAY 31, 2013
Personal Lines Sales Tool Set
Personal Lines Renewal Review Set
10 Proposal Elements - Personal Lines
Hiring & Managing Inexperienced Producers™ Set
Commercial Lines Sales Tools Set
Buy all 5 sets in a bundle (ZIP file) for only $595 • Save $202
Buy all sets except Hiring & Managing Inexperienced Producers in a bundle (ZIP file) for only $395 • Save $103
This Center includes original tools to help CSRs and producers to sell, cross-sell, and more… located here and throughout the store.
Get the 16 tools [below] at special package pricing.
Download all 16 tools [below] in a single ZIP file -- and save $81. Details.
Personal lines sales tools.
11 practical tools to guide and assist CSRs and producers, including the popular “90 Sales Ideas” mini-guide and 10-page Homeowners Policy Discount Guide. Publish your own PDF discount guide. Promote on various social media sites.
Imaginary selling tools
5 creative tools to help attract a buyer’s attention.
More personal lines tools…
Personal lines proposal elements.
Attractive, imaginative proposal pages to help you close the sale. Details.
Renters insurance
6 imaginative tools to solicit tenants insurance and more. Details.
Cross-sell emails.
25 emails to solicit… auto • home • other. Details
Lost policy recovery tools.
6 creative tools and 7 letters to help you get back lost business. Details.
Illustrative sales letters (with photos).
34 bold letters for selling to new prospects and existing insureds. Details.
Sales letters (text only) • New business.
Cool letters plus 10 postscripts to add to selected correspondence. Details.
Sales letters (text only) • Cross-selling.
6 cross-sell letters for selling auto and home policies to insureds. Details.
Cross-Sell Flip-Charts™
7-page printed charts for personal lines CSRs. (Not a download.) Detaiis
This Center includes original tools to help producers locate, qualify, attract, sell to, and retain P/C business accounts… located here and throughout the store.
Get the 26 tools [below] at special package pricing.
Download all 26 tools [below] in a single ZIP file -- and save $136. Details.
Commercial producer sales tools.
17 practical tools to guide and assist producers, including the popular “300 Sales Ideas” mini-guide. Details.
Innovative commercial lines door openers.
9 individual tools in 4 creative tool sets to help get you in the door. Details.
More commercial lines tools…
Commercial lines proposal elements.
Attractive, imaginative proposal pages to help you close the sale. Details.
Contractors Center.
42 tools to solicit artisan contractors of various specialties. Details.
Introductory emails.
5 emails to help introduce your services. Details.
Lost policy recovery tools.
6 creative tools to help you get back lost business. Details.
Illustrative sales letters (with photos).
29 bold illustrative letters that creatively target new prospects. Details.
Sales letters (text only) • New business.
3 commercial focused letters including a welcome to the agency. Details.
Use our personal lines and commercial lines "elements" to supplement your existing P&C insurance proposals or as the core of an entirely new document.
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Personal lines proposal elements
Details on each element
10 base proposal elements.
"All-in-One" policy comparison table.
Agency service comparison table.
2 manual recap sheets.
2 pages display "Top 5 Reasons" for a shopper to say "YES."
Commercial lines proposal elements
Details on each element
12 base proposal elements.
4 policy comparison tables.
4 colorful, promotional graphs.
1 preemptive Q&A page.
Agency service comparison table.
Refer to the Tools2Use blog (social media category) for tips on using many of these tools on your Facebook wall, LinkedIn, Pinterest, Twitter and elsewhere.
Facebook, LinkedIn, Pinterest, and Twitter are all trademarks of their respective companies.
Tweets with and without images
Insurance marketing tweets for Twitter for personal, commercial, and life insurance.
Serious and creative posts for your Facebook wall
Brick wall” posts, alerts, tip sheets and more.
Content for your blog
Personal and commercial lines blog content and contents ideas.
Fun, humorous posts
Get all 37 fun posts [below] at special package pricing.
Download all 37 of the tools [below] in a single ZIP file -- and save $74. Details.
Fake “Magazine” Covers - Set of 4 fun covers inspired by magazines at supermarkets.
Busting Insurance Rhymes - Set of 6 fun rhymes touting specific policies.
Worthless insurance “Facts” - Set of 6 colorful postings displaying silly “facts.”
Insurance Ignorance Quizzes™ - Set of 9 fun multiple choice quizzes.
Dear Aunt Shurance™ - Set of 12 advice column parodies.
This section contains a variety of sample email messages that you can edit and send to individuals and businesses
who have given you permission to contact them in this manner.
Personal lines
All 25 of the below cross-sell emails at package pricing.
10 cross-sell homeowners to existing auto insureds.
7 cross-sell auto policies to existing homeowners insureds.
8 cross-sell various policies and coverages to existing insureds.
Commercial lines
Commercial lines introductory emails.
Artisan contractor-specific emails.
Illustrative sales letters
Unlike ordinary text-only letters, this unique correspondence employs a trio of attention-grabbing elements. Oversized headlines, original full color photographs, and strong sales copy combine to motivate interested prospects to call or email your office.
Personal lines »
Personal auto "illustrative" letters for cars, pickups, and motorcycles.
Homeowners "illustrative" letters for dwellings and condo-units.
Renters "illustrative" letters.
Cross-selling letters to existing insureds.
Commercial lines »
Target-specific "illustrative" letters for retail, restaurants, etc.
Policy-specific "illustrative" letters for compensation, umbrella, etc.
Non-specific "illustrative" letters for virtually any small-to-medium-sized business.
Contractor-specific "illustrative" letters.
Standard sales letters
Standard sales letters contain text-only. Attractively formatted with some employing gradient shading for highlighting purposes. Standard format letters are available for both personal and commercial lines, for a variety of purposes, including a welcome to the agency, cross-selling, and more.
Personal lines letters for many purposes.
Personal lines cross-selling letters.
Commercial lines letters for many purposes.
Creative postcard templates
Insurance postcard templates -- all with original photos and text. Microsoft Publisher file format.
All 12 of the below postcard templates at package pricing.
Postcards templates for self or commercial printing.
Postcards templates for self-printing only.
A selection of original tools to cross-sell policies and upsell coverages to existing insureds… located throughout the store.
Also visit our specialty site… Cross-Selling.biz
Personal lines letters
All 20 of the below cross-sell letters at package pricing.
14 cross-sell letters (illustrative).
6 cross-sell letters (standard).
Personal lines emails
All 25 of the below cross-sell emails at package pricing.
10 cross-sell homeowners to existing auto insureds.
7 cross-sell auto policies to existing homeowners insureds.
8 cross-sell various policies and coverages to existing insureds.
More cross-selling tools
Cross-Sell Flip-Charts™ • 7 pages • Not an instant download.
Missing policy inserts for personal and commercial lines.
Coverage caution inserts for personal and commercial lines.
For specific contractors
Promotional tools for a wide variety of contractors. They were created because it is helpful to employ individualized tools for each contractor class you wish to solicit. Painters, for instance, respond better to painter-specific promotional devices than they do to similar tools that are more generic in nature.
Illustrative sales letters.
Targeted emails.
Social media mini-posters.
For all contractors
Various tools to help you to market and sell P&C insurance to virtually any small-to-medium sized contractor.
Non-specific contractor solicitation tools.
Hiring & Managing Inexperienced Producers™ • Managing Seasoned Agents
Producer management tools »
Inexperienced producers
Hiring and Managing Inexperienced Producers™ includes Producer P&L™ and Set & Track™ software [below] plus a 30-page PDF guidebook.
Seasoned producers
Producer P&L™ software for evaluating producer compensation and profitability. Set & Track™ software for establishing and monitoring an agent’s numerical production goals.
P&C producer training tools.
Various tools for producers and their managers.
Commercial producer sales tools.
Link to a section of this store that’s packed with helpful sales tools.
Master index
Personal lines • Commercial lines • Other
This section includes renewal review forms, marketing questionnaires, satisfaction surveys, exit surveys, and more. Asking the right questions and gathering the proper facts are essential agency activities. These practical tools assist you in finding out what current insureds and former clients are thinking, what they own, and more. Each questionnaire, survey, and checklist can be quickly customized for use in your office.
Surveys and more »
Get everything in this section at special package pricing.
Download all 17 tools [below] in a single ZIP file -- and save over $100. Details.
Personal Lines renewal reviews.
Auto and homeowners renewal review forms and a review appointment enticement letter.
Commercial renewal review questionnaire and satisfaction survey.
Small business renewal review questionnaire and satisfaction survey.
Exit Surveys.
Personal and commercial lines questionnaires to send to lost clients and to prospects who turned you down.
Various surveys - personal lines.
Selection of surveys and questionnaires to generate sales, measure satisfaction, etc.
Personal lines • Commercial lines
There are some insureds that you are thrilled to see go. Others you wish were still on the books. But mere wishful thinking isn't going to get them back. Why permanently write off every personal and small commercial lines policyholder that left you over the years when there are viable ways to generate fresh revenues from your accumulated dead accounts?
Policy recovery tools »
Get everything in this section at special package pricing.
Download all 26 tools [below] in a single ZIP file -- and save $121. Details.
Personal lines.
Notecards • comeback card set • Comeback Chronicle • checklists • letters • tools to resolicit failed quotes.
Commercial lines.
Checklist • comeback card • letters.
[Also see Lost Client Exit Surveys in the Surveys and Questionnaires section.]
Personal lines • Commercial lines
Remind CSRs and producers how and when to ask for referrals. Employ such helpful tools as tip sheets, referral request forms and prewritten letters for the agency and the referrer to use.
Referral tools »
Personal lines.
Tools and reminders for CSRs.
Commercial lines.
Tools and reminders for producers.
Life and financial services.
Internal referral generation tool for CSRs to use.
Personal lines • Commercial lines
The many tools in this section can be used as inserts, flyers, or hand-outs. Some are a full page (8.5” x 11”); others are a half page in size (5.5” x 8.5”). All are colorful and stand out from the ordinary fare. Intended solely for self-printing with a color printer.
“Retro” Time Capsule Inserts • Flyers • Facebook postings »
”Retro” tools to promote personal lines and life insurance.
Insurance Tip Sheets • Flyers • Facebook postings »
Insurance discount promotions
Auto • Homeowners
Insurance coverage tip sheets
Personal lines • Commercial lines.
Cross-Sell Inserts • Flyers »
Missing policies
Personal lines • Commercial lines.
Coverage cautions
Personal lines • Commercial lines.
All lines Index
Stand out from the crowd with entertaining, funny, and unexpected insurance humor.
Social media promotions
Tools to promote your social media presence
Humorous promos to let people know your agency is active in social media.
Social media posts
Insurance Ignorance Quizzes™ - Fun multiple choice quizzes.
Dear Aunt Shurance™ - Advice column parodies.
Busting Insurance Rhymes - Set of 6 fun rhymes touting specific policies.
Fake “Magazine” Covers - Set of 4 fun covers inspired by magazines at supermarkets.
Worthless insurance “Facts” - Set of 6 colorful postings displaying silly “facts.”
Radio scripts
Humorous radio ad scripts
One 30-second script each for personal and small commercial lines.
Tools to help you to solicit individuals and groups
This area contains a creative collection of marketing tools for the promotion of life insurance and financial planning.
Promotional tools »
Life Insurance • Illustrative sales letters.
Group Health • Illustrative sales letters.
Internal Life Insurance Referral Form - for agency CSR use.
Inserts • Various policy types.
Retirement planning.
Dear Aunt Shurance™ (in the Marketing with Humor section).
Entertaining parodies of serious advice columns.
CREATIVE INSURANCE MARKETING & SELLING IDEAS FOR P&C PROFESSIONALS
Agency Ideas® • Publishing original insurance marketing and sales ideas / tools since 1990.