Reminder Card • Referral Solicitation Letters • Cross-Prospecting Form
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Referral Reminder Card for Commercial Lines Producers and CSRs
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Commercial lines CSRs, producers, and their managers.
File format:
Word document.
Headline:
Commercial insurance referral reminder card.
Image:
Large telescope (symbolizing the search for referrals).
Design format.
8.5" x 11" page. Displays who, when and how to ask for referrals. Itemizes 20 practical suggestions to develop fresh sales leads. It helps producers and CSRs to ask the right business people, at the right time. It also suggests how to ask. Agency managers can edit contents of the document to better serve their requirements.
Item number: REFL-CL-001
Referral Request Letter: From Agency to Insured
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Quality commercial lines insureds who are likely to provide you with a quality referral.
File format:
Word document.
Headline:
None.
Image:
None.
Design format.
8.5" x 11" page. Brief, thoughtful letter simplifies the act of requesting a referral from a commercial lines insured.
Item number: REFL-CL-002
"Permission to Contact" Correspondence: From Insured to Potential Referral
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Quality commercial lines insureds.
File format:
Word document.
Headline:
None.
Image:
None.
Design format.
8.5" x 11" page. Prewritten correspondence for your insured to edit and send when recommending your services to a potential referral. It helps your insured to generate a quality referral for you. Tip: Your insured may send as a letter or as an email.
Item number: REFL-CL-003
Cross-Prospector Form
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Quality commercial lines insureds who are likely to provide you with quality referrals.
File format:
Word document.
Headline:
Commercial Lines Cross-Prospector.
Image:
None.
Design format.
8.5" x 11" page. Instead of cross-selling, this form develops "cross-prospecting" leads. It guides producers in gathering prospecting data and viable leads from their own book of commercial insureds. Very practical and revealing information can be generated.
Item number: REFL-CL-004
Referral index • Master index