Single end-user license • Pricing: $35
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.

Target:
New and seasoned personal lines CSRs -- and their managers (for training purposes).

File format:
30-page PDF document.

Headline:
167 Sales Ideas for Personal Lines CSRs.

Image:
Play money on scale.

Design format.
8.5" x 11" 30-page PDF mini-guide for CSRs and their managers. Includes hands-on ideas for new and seasoned reps. Mini-guide contains 122 classic and contemporary insurance sales ideas gathered together for reference.  They eliminate all excess wording and clipart and get right to the point, so reps don’t have to thumb through tons of pages to find the ideas they need.  It’s a helpful training tool for new CSRs and serves as a practical reminder and more for seasoned pros.

Extra value.
You may legally provide a copy of this PDF guide to each CSR in the same single physical agency office without violating our terms of use. Buy with our Cross-Sell Flip-Chart™ for Personal Lines CSRs… and save (Details).

Some Ideas You Know • Some You Forgot • Some Are New to You...™
 
122 ideas for all CSRs.

6 key warning signs of a possible client defection.
4 basic CSR selling skills.
10 actions for CSRs to take during clients' or prospects' major life events.
4 ways to see a personal lines policy that’s written elsewhere.
7 signals for spotting a serious insurance buyer.
7 preemptive cross-selling strategies.
7 ways to encourage a fast auto insurance buying decision.
7 post-sale errors to avoid.
3 question types that lead to insurance sales moments.
6 youthful driver talking points.
20 Easy-to-spot personal lines cross-sell and upsell targets.
14 tips for adding sales postscripts to routine correspondence.
5 ways to use social media to get buyers to know you.
21 tips for gaining referrals from the insureds you serve.
1 fun idea for maintaining your sense of humor in a tough job.

45 ideas for new CSRs.

6 ways to speak positively to insureds and prospects.
9 new client killers to unfailingly avoid.
25 ways to make a good first impression.
5 ways to manage common sales objections.

"167 Sales Ideas" is a 2013 update of the popular "90 Sales Ideas" mini-guide, which is no longer available.

Item number: PDFB-PL-001

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:
Revealing questionnaire for personal lines insureds to complete.

File format:
Word document.

Headline:
Personal lines new client questionnaire.

Image:
None.

Design format.
8.5" x 11" document for personal lines prospects to optionally complete. Can reveal informative details about the prospect, including x-dates, preferences, overall potential, and more.

Item number: TOOL-PL-014

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:
Action plan for CSRs to complete for virtually every personal lines insured.

File format:
Word document.

Headline:
Personal lines cross-sell action report.

Image:
None.

Design format.
8.5" x 11" document for CSR to complete at least every two years on every personal lines insured. The more protection that is cross-sold, the greater your retention and profit. Encourages cross-sell action by the rep. Itemizes reasons, methods and results of contact, both negative and positive.

Item number: TOOL-PL-013

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:
For CSRs to use to minimize or prevent “buyer’s remorse” after a new sale.

File format:
Word document.

Headline:
What Else Can I Do For You?

Image:
None.

Design format.
8.5" x 11" document for CSR to send to new personal lines clients to minimize post-sale buyer's remorse. Shows that the agency is still interested, even after the initial sale.

Item number: TOOL-PL-012

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:
Form encourages automobile policy shoppers to buy on-the-spot -- if your quote meets the conditions they check off.

File format:
Word document.

Headline:
I'll switch my policy if...

Image:
Small picture of a toy car.

Design format.
8.5" x 11" document for automobile prospects to complete prior to you preparing your quote. It itemizes the reasonable conditions that you must meet (regarding pricing, coverage, and service) in order for them to buy on-the-spot -- and switch to you.

Item number: TOOL-PL-010

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:
Form encourages homeowners policy shoppers to buy on-the-spot -- if your quote meets the conditions they check off.

File format:
Word document.

Headline:
I'll switch my policy if...

Image:
Small picture of a toy car.

Design format.
8.5" x 11" document for homeowners prospects to complete prior to you preparing your quote. It itemizes the reasonable conditions that you must meet (regarding pricing, coverage, and service) in order for them to buy on-the-spot -- and switch to you.

Item number: TOOL-PL-011

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:
Homeowners insurance prospects.

File format:
Word document.

Headline:
How to save on your homeowners insurance.

Images:
Cover: Color image of home.
Inside pages: 7 subjects of HO discounts. All B&W images.

Design format.
8.5" x 11" ten-page document. Edit each page as needed and promote / distribute as a PDF. Promote via social media and host on your website. The pages present the maximum credit (as a percentage) that you can offer for each featured discount and mentions how it activates, in as few words as possible. Interested readers are invited to learn more about the discounts by contacting the agency. This contact is the primary purpose of the quick guide, as it is a marketing tool and not a detailed reference manual. See Tools2Use blog for promotional ideas and more.

Page 1: Cover
Page 2: Index
Page 3: Fire extinguisher credit
Page 4: Deadbolts
Page 5: Smoke and other alarms
Page 6: Paid-in-full
Page 7: Multi-policy
Page 8: Mature person
Page 9: New home • Home renovation
Page 10: Call to action page

Item number: CONT-PL-023

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:
Personal lines CSRs who can benefit from a page of policy retention tactics.

File format:
Word document.

Headline:
Personal lines retention tactics.

Image:
A large chain [stylized].

Design format.
8.5" x 11" document. This page is filled with practical policy retention tactics that CSRs can employ to keep more personal lines business on the books. Categories included: "Favored services rendered," "What they might miss," "Discount considerations, and "Missing policies."
Be proactive -- use this editable tool to initiate a participatory discussion with your reps about the value of policy preservation -- and to provide them specific tips to improve retention. Edit as needed to match up with your agency's preferred retention methods and operations.

Item number: TOOL-PL-015

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:
Personal lines CSRs who wish to tout their policy protection and pricing skills.

File format:
Word document.

Headline:
I know 24 ways to save money on car insurance.

Image:
Toy car [stylized].

Design format.
8.5" x 11" document. Individualize this tool for each personal lines CSR. They can use it to tout their policy pricing skills to new business auto prospects and to monoline homeowners insureds. Reps may distribute it in person, via email, social media, surface mail, and as inserts. The page neatly organizes 24 common auto policy discounts -- which can easily be modified, deleted, and added to -- to accurately reflect the full range of auto policy discounts you can offer.

Item number: TOOL-PL-016

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:
Selected personal lines insureds (especially those who don't have both their auto or homeowners policy with you).

File format:
Word document.

Headline:
Personal insurance "report card."

Image:
None.

Design format.
8.5" x 11" document. Send selected personal lines clients this simplified “report card” so they can "grade" your agency -- and "grade" any other personal insurance providers they may have. Learn what they think of their coverage, pricing, and service, on a policy-by-policy basis. Every graded contract doesn’t have to be written by your agency, allowing you to potentially gather valuable cross-sell data (including expiration dates and their level of satisfaction) along with the person's opinions of your office.

Item number: TOOL-PL-017

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:
Personal lines managers who want their CSRs to spot fresh sales leads for the agency.

File format:
Word document.

Headline:
CSR potential prospect report.

Image:
None.

Design format.
8.5" x 11" document. Supply your personal lines staffers with this simple reporting form. Ask them to add the names of individuals and businesses that might make good sales leads as they think of them throughout the month. There is room for up to 20 potential prospects, but it is unlikely that any CSR will list that many in a given month. The document is a Word file containing an easily editable table. Provide copies of the .doc file to all personal lines reps in your office that you want to use it. They may complete it on their computers (using the tab or arrow keys to move around) or go retro and fill it in by hand. Each column on the form is self-explanatory. Definitions of the lead types and sources are cited at the bottom of the page; freely change them to match up with your desired preferences.

Item number: TOOL-PL-018