All lines index
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.
Some tools in this section are priced at $25 each.
ALL LINES - Marketing Plan Software for Producers or Managers.
Single end-user license • Pricing: $25
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Producers and managers who want to know many marketing approaches (emails, letters, etc.), personal contacts, x-dates, and quotes that it takes to generate a specific number of sales. (Optionally develop multi-step action plans to help make your projections happen.)
File format:
2 pre-formatted Excel spreadsheets in a single ZIP file. One file is blank and ready-to-use; the other contains sample data for example purposes only. Spreadsheets are locked to prevent changing how they work internally. Excel is required.
Headline:
Agency Ideas® Marketing Projection / Planner™.
Image:
None.
Design format.
Simplified approach to basic marketing plans. Colorful pre-designed planning spreadsheet, without grid markings. Agent or manager inputs the sales and marketing projections for up to three personal or commercial policy types.
Producers: Instantly view how many marketing approaches, personal contacts, x-dates, and quotes that it takes to generate a specific number of sales. Create these estimates for up to three policy or account types, quickly and easily. The software neatly summarizes and totals these numerical projections for easy reference. Convert your projections into realistic step-by-step action plans.
Managers: Create projections for the agency as a whole. Convert your projected numbers into agency-wide action plans (pre-formatted by the software) that identify the targets, carrier, assigned staffers, completion dates, and step-by-step activities required to meet the numbers that you have projected.
Item number: MISC-AL-003
IMPORTANT NOTE: Agency Ideas® Marketing Projection / Planner™ software is available at no extra charge to every Agency Ideas® newsletter print subscriber, via download from our password-protected Subscribers-Only Area. If you receive the newsletter by postal mail, you do not need to buy this software. Non-subscribers: Click here to subscribe to Agency Ideas® newsletter and get this software free plus enjoy a 20% discount on everything you order from this store.
ALL LINES - Direct Mail Planning Guide.
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 executives and staffers who want to estimate the costs of a potential direct mail marketing campaign.
File format:
Word document.
Headline:
Direct mail planning guide.
Image:
None.
Design format.
Catalog: 8.5" x 11" document folded vertically to create an 4-page catalog. Displays six agency services. Prints on both sides of the page. Tip: Output on cover stock (heavier than normal paper) for a more impressive look and feel.
Item number: MISC-AL-001
ALL LINES - Agency Slogan Writing Tips with 23 Sample Slogans.
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 executives and who want to tweak their image.
File format:
Word document.
Headline:
Agency Ideas® slogan writing tips.
Image:
None.
Design format.
8.5" x 11" document that provides four helpful tips plus 23 sample insurance agency slogans -- including the logic behind them.
Item number: MISC-AL-002
COMMERCIAL - Agency Services Catalog for New Business Prospects.
Single end-user license • Pricing: $25
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Virtually any small-to-medium sized business that's willing to sample selected agency services for free. (A creative way to get in the door.)
File format:
2 Word documents in a single ZIP file.
Headline:
Order form / cover letter: Invitation to sample my services extended to...
Catalog: Catalog of Agency Services.
Image:
[Play] money on an old fashioned scale (stylized).
Design format.
Services order form: 8.5" x 11" color document that serves as both a cover letter and an order form for your prospect.
Catalog: 8.5" x 11" document folded vertically to create an 4-page catalog. Displays six agency services. Prints on both sides of the page. Tip: Output on cover stock (heavier than normal paper) for a more impressive look and feel.
Item number: MISC-CL-001
Master index