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Instructions: Click on a bar to explore the tool. Clicking on a new bar closes the old one. An image of each tool and key facts about it are displayed. By clicking a link or bar [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.
Rival Web Site Survey 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:
Agency managers.
File format:
Word document.
Headline:
Web site survey form.
Image:
Computer monitor.
Design format.
8.5" x 11" page. Self-survey form that indicates whether you "have or want" specific capabilities found on rival insurance sites. Form may be modified to add, modify, or delete the many capabilities presented.
Item number: SURV-OT-001
Form Letter Checklist.
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:
Agency managers.
File format:
Word document.
Headline:
Insurance form letter checklist.
Image:
None.
Design format.
8.5" x 11" page. Agency managers can use this checklist to help establish an overall form letter strategy and to review stored cover, renewal, service, and marketing letters -- with the goal of enhancing their effectiveness.
Item number: SURV-OT-002
Get all 16 tools in this section at special package pricing. Details.
Survey Index • Master index