RENTERS INSURANCE
Get all 6 of our promotional tools -- Save $21.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $69
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $21 if all 6 tools are bought individually.

File format:
6 Word documents in a single ZIP file. List of files below...

Click here for details on each tool listed [below].

Marketing tools:
12 Renters Insurance Tweets - for Twitter.
Mini-Poster - What If I Don't Buy Renters Insurance - for Facebook Wall or insert.
Mini-Poster - Fires Happen - for Facebook Wall or insert.
Promo Card / Postcard for Marketing to Renters.
"Illustrative" Renters Insurance Sales Letter.
"Illustrative" Sales Letter - Insuring a Renter's 1st House.

Usage ideas from our blog.

Item number: RENTERS.ZIP

PERSONAL LINES CROSS-SELL LETTERS
Get all 20 of our personal lines cross-sell letters -- Save $171.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $129
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $171 if all 20 tools are bought individually.

File format:
20 Word documents in a single ZIP file. List of files below...
Click on the orange link [below] for details on each tool listed.

14 "Illustrative" cross-sell sales letters
Promote Personal Lines to a Commercial Insured.
Auto to HO Insureds #1.
Auto to HO Insureds #2.
Auto to HO Insureds #3.
Home to Auto Insureds #1.
Home to Auto Insureds #2.
Home to Auto Insureds #3.
Fine Arts Floater.
Flood Insurance.
Home-Based Business.
Jewelry Floater.
Watercraft Insurance.
Umbrella Policy #1.
Umbrella Policy #2.

6 "Standard" cross-sell sales letters
Auto to Homeowners Insureds - Not Satisfied.
Auto to Homeowners Insureds - Double Your Savings.
Home to Auto Insureds - Make Life Easier.
Home to Auto Insureds - Coordinate Your Insurance.
Home to Auto Insureds - Double Dip.
Home to Auto Insureds - Reduce to one agent.

Usage ideas from our blog.

Item number: PL-CSL-ZIP

PERSONAL LINES CROSS-SELL EMAILS
Get all 25 PL cross-sell emails in this section -- Save $246.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $99
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $276 if all 25 emails are bought individually.

File format:
25 Word documents in a single ZIP file. List of files below...
Click on an orange link [below] for details on each tool listed.

10 cross-sell emails for selling homeowners to auto insureds
Home-to-Autos1 - Its Beautiful
Home-to-Autos2 - Insure at a Discount
Home-to-Autos3 - Simplify and Save
Home-to-Autos4 - Simplify and Save - Really
Home-to-Autos5 - The Perfect Pair
Home-to-Autos6 - Make Life Easier
Home-to-Autos7 - Coordinate Your Insurance
Home-to-Autos8 - Double Dip
Home-to-Autos9 - Reduce to One Agent
Home and Umbrella-to-Autos

7 cross-sell emails for selling auto to homeowners insureds
Auto-to-Homes1 - Lets Kick Back
Auto-to-Homes2 - Its Not Cool
Auto-to-Homes3 - Switch Your Policy
Auto-to-Homes4 - Not Satisfied
Auto-to-Homes5 - Double Your Insurance Pleasure
Auto-to-Homes6 - Into Your Garage
Auto-to-Homes7 - Crash Into Garage

8 cross-sell for selling other policies and coverages
Leverage - PL to CL
Boat
Fine Arts
Flood
Home Business
Jewelry
Umbrella1
Umbrella2

Item number: PLCSEMAILS-ZIP

PERSONAL LINES SALES TOOLS
Get all 16 of our personal lines sales tools -- Save $81.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $179
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $81 if all 16 tools are bought individually.

File format:
1 PDF file and 24 Word documents in a single ZIP file. List of files below...
Click on the orange link [below] for details on each tool listed.

Personal lines sales tools
90 Sales Ideas for Personal Lines CSRs (PDF mini-guide).
Personal Lines New Client Questionnaire.
Personal Lines Cross-Sell Action Report.
Personal Lines Proposal - 10 Custom Elements (Set of 10 Word files).
What Else Can I Do For You?
Manual Quote Recap Sheet - Auto.
Manual Quote Recap Sheet - Homeowners.
I Will Switch My Auto Policy If...
I Will Switch My Home Policy If...
Personal Lines Policy Comparison Chart.
Agency Services Comparison Chart.
Imaginary Newspaper - Personal Umbrella.
If We Talked - An Imaginary Transcript About Auto Policies.
If We Talked - An Imaginary Transcript About Homeowners Policies.
If We Talked - An Imaginary Transcript About Umbrella Policies.
If We Talked - An Imaginary Transcript About Flood Insurance.

Item number: PLTOOLS-ZIP

COMMERCIAL LINES SALES TOOLS
Get all 22 of our commercial lines sales tools -- Save $96.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $229
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $96 if all 22 tools are bought individually.

File format:
1 PDF, 1 Excel file set, and 20 Word documents in a single ZIP file. List of files below...
Click on an orange link [below] for details on each tool listed.

Producer sales tools
300 Sales Ideas for Commercial Lines Producers (PDF mini-guide).
Commercial Lines Cross-Sell Action Report.
Commercial Prospect Pre-Qualifying Checklist.
Sales Call Planner.
First Appointment "What-If" Prep Sheet.
Pre-Proposal Understanding.
Direction Finder - Find Out Where a Business Operation is Headed.
Small Business Backgrounder.
Business Policy Comparison Chart.
Agency Services Comparison Chart.
Proposal Presentation Agenda.
Total Cost of Ownership - Commercial Policy Estimator.
Producer's Time Wasted Worksheet.
"No Sale" Survey for Commercial Producers.
Commercial Account Retention Game Plan.
Account Jettison Analysis Form.
Insurance Transfer Cost Projector (2 files).

Innovative door openers
Commercial "Insurance Flaw Finder" Tool Set (3 tools).
Here's What I Have Learned About Your Business Tool Set (2 tools).

Item number: CLTOOLS-ZIP

SURVEYS AND QUESTIONNAIRES
Get all 16 surveys, reviews, and questionnaires -- Save $91.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $149
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $91 if all 16 tools are bought individually.

File format:
16 Word documents in a single ZIP file. List of files below...
Click on an orange link [below] for details on each tool listed.

Renewal Questionnaires
Renewal Questionnaire - Automobile
Renewal Questionnaire - Homeowners
"Regularly Scheduled" Personal Lines Review Letter.

Various Surveys - Personal
New Client Questionnaire.
When Does Your Insurance Renew?
What Worries You the Most?
Client Satisfaction Survey.
Former Client Exit Survey.
25 Verbal Survey Questions to Ask Insureds.
Collectibles Questionnaire.
Recreational Vehicle Inquiry Card.

Satisfaction Surveys - Commercial
Client Satisfaction Survey.
Former Client Exit Survey.
Small Business Dissatisfaction Survey.

Agency Surveys
Rival Web Site Survey Form.
Form Letter Checklist.

Item number: SURV-ZIP

LOST POLICY RECOVERY TOOLS
Get all 20 of our lost policy recovery tools -- Save $96.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $159
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $96 if all 20 tools (14 individual tools plus 3 sets with two tools each) are bought separately.

File format:
20 Word documents in a single ZIP file. List of files below...
Click on an orange link [below] for details on each tool listed.

Personal lines
Creative tools...
Comeback Chronicle with Cover Letter (2 tools).
Comeback Cards with Cover Letter (2 tools).
Checklist - Compare Your New Auto Policy to the One You Canceled.
Checklist - Compare Your New Home Policy to the One You Canceled.

Letters...
Illustrative Resolicitation Letter - Former Insureds.
Illustrative Resolicitation Letter - Past Unsuccessful Quotes.
Standard Letter - Welcome to Return.
Standard Letter - We Miss You.
Standard Letter - Things Have Changed.
Standard Letter - It's Easy to Come Back.
Standard Letter - Are You Satisfied?

Commercial lines
Creative tools...
Comeback Cards with Cover Letter (2 tools).
Comparative Checklist: Businessowners Policy (or equivalent).

Letters...
Standard Letter - Welcome to Return.
Standard Letter - We Miss You.
Standard Letter - Things Have Changed.
Standard Letter - It's Easy to Come Back.

Item number: LOST-ZIP

INSURANCE IGNORANCE QUIZZES
Get all 18 of our Insurance Ignorance Quiz™ tools -- Save $101.
Example of an Insurance Ignorance Quiz™

By clicking on "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $169
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $101 if all 18 tools (9 different quizzes formatted as 9 inserts and 9 ads) are bought separately.

File format:
18 Word documents in a single ZIP file. List of files below...
Click on an orange link [below] for details on each tool listed.

Multi-use inserts - Personal lines
Multi-uses include social media postings, website postings, inserts, hand-outs, etc.
Insurance Ignorance Quiz - Auto - Comprehensive.
Insurance Ignorance Quiz - Auto - Rental Reimbursement.
Insurance Ignorance Quiz - Auto - Uninsured Motorists.
Insurance Ignorance Quiz - Homeowners - Personal Liability.
Insurance Ignorance Quiz - Homeowners - Coverage Form.
Insurance Ignorance Quiz - Cross-Sell - Jewelry.
Insurance Ignorance Quiz - Cross-Sell - Replacement Cost on Contents (RCC).

Multi-use inserts - Commercial lines
Multi-uses include social media postings, website postings, inserts, hand-outs, etc.
Insurance Ignorance Quiz - CL - Employee Dishonesty.
Insurance Ignorance Quiz - CL - Non-Owned Auto.

Advertisements - Personal lines
Insurance Ignorance Quiz - Auto - Comprehensive.
Insurance Ignorance Quiz - Auto - Rental Reimbursement.
Insurance Ignorance Quiz - Auto - Uninsured Motorists.
Insurance Ignorance Quiz - Homeowners - Personal Liability.
Insurance Ignorance Quiz - Homeowners - Coverage Form.
Insurance Ignorance Quiz - Cross-Sell - Jewelry.
Insurance Ignorance Quiz - Cross-Sell - Replacement Cost on Contents (RCC).

Advertisements - Commercial lines
Insurance Ignorance Quiz - CL - Employee Dishonesty.
Insurance Ignorance Quiz - CL - Non-Owned Auto.

Item number: IIQ-ZIP

DEAR AUNT SHURANCE™
Get all 24 of our Dear Aunt Shurance™ marketing tools -- Save $161.
Example of a Dear Aunt Shurance™ column.

By clicking on "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $199
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $161 if all 24 tools (12 different columns formatted as 12 inserts and 12 ads) are bought separately.

File format:
24 Word documents in a single ZIP file. List of files below...
Click on an orange link [below] for details on each tool listed.

Multi-use inserts - Personal lines
Multi-uses include social media postings, website postings, inserts, hand-outs, etc.
Auto Insurance "Advice Column" - Seeking New Agent.
Auto Insurance "Advice Column" - Teen Demands License.
Auto Insurance "Advice Column" - Rental Reimbursement.
Auto & Home Insurance "Advice Column" - Not a Number.
Auto & Home Insurance "Advice Column" - Too Many Agents.
Homeowners Insurance "Advice Column."
Personal Umbrella Insurance "Advice Column."
Jewelry Insurance "Advice Column."
Flood Insurance "Advice Column."
Identity-Theft Insurance "Advice Column."

Multi-use inserts - Life and financial services
Multi-uses include social media postings, website postings, inserts, hand-outs, etc.
Term Life Insurance - Dear Aunt Shurance™ "Advice Column."
Retirement Planning - Dear Aunt Shurance™ "Advice Column."

Advertisements - Personal lines
Auto Insurance "Advice Column" - Seeking New Agent.
Auto Insurance "Advice Column" - Teen Demands License.
Auto Insurance "Advice Column" - Rental Reimbursement.
Auto & Home Insurance "Advice Column" - Not a Number.
Auto & Home Insurance "Advice Column" - Too Many Agents.
Homeowners Insurance "Advice Column."
Personal Umbrella Insurance "Advice Column."
Jewelry Insurance "Advice Column."
Flood Insurance "Advice Column."
Identity-Theft Insurance "Advice Column."

Advertisements - Life and financial services
Term Life Insurance - Dear Aunt Shurance™ "Advice Column."
Retirement Planning - Dear Aunt Shurance™ "Advice Column."

Item number: DAS-ZIP

SPECIAL PACKAGE PRICING
Get all 12 insurance marketing postcard templates -- Save $61.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $119
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $61 if all 12 tools are bought individually.

File format:
12 Microsoft Publisher (not Word) files in a single ZIP file. List of files below...
Click on the orange link [below] for details on each tool listed.

Postcards templates for self-printing or commercial printing
Personal Auto - Not a Number
Personal Auto - One Little Accident
Personal Auto - Brick Wall
Personal Auto and Home - Trim Your Rates
Homeowners - Huge Home
Small Business - Blue About Your Premiums
Small Business - Out of Business
Small Business - Workers Compensation
Life Insurance - Savings Tip

Postcards templates for self-printing only
Personal Auto - Don't Waste Gas
Homeowners - Out of This World
Life Insurance - Things Become Obsolete

Item number: POSTCARDS-ZIP

COVERAGE CAUTION INSERTS
Get all 14 of our Coverage Cautions -- Save $111.

By clicking on a link or "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.



Single end-user license • Pricing: $99
Per insurance agency office that wants to use this tool set.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool set.

Savings:
Save $111 if all 14 tools are bought individually.

File format:
14 Word documents in a single ZIP file. Each prints two-to-a-page. List of files below...

Click here for details on each tool listed [below].

5 Auto Insurance Coverage Cautions
Deductibles too low
Low Uninsured Motorists
No Physical Damage
No Rental Reimbursement
No Towing

7 Homeowners Coverage Cautions
Deductibles too low
Limited Business Coverage
Low Dwelling Limit
No RCC
No Flood
Low Condo Options
No Renters Policy

2 Commercial Lines Coverage Cautions
No Earnings
No Flood

Usage ideas from our blog.

Item number: Cautions.zip

SPECIAL PACKAGE PRICING
Get two producer software programs (and a guide) -- Save $49.

By clicking on "Add to Cart" [below], you agree to our licensing agreement(s) and disclaimer (the "terms of use") in entirety. Click here to read our terms of use.

HIRING & MANAGING INEXPERIENCED PRODUCERS™
30-page Guidebook • Producer P&L™ software • Set & Track™ software.

Savings:
Save $49 if over buying Producer P&L and Set & Track software programs individually (single license savings).

Single end-user license • Pricing:  $299 for one license.
Multiple licenses required to install this software set on multiple hard drives (such as those of managers, principals, and branch offices).

1 License... $299

3 Licenses... $549

5 Licenses... $749


Details. This guidebook book and producer management software set helps agency executives to hire and manage a new agent "the right way" from the start.  Deals with the agency's pre-hire search, P&L projections, goal-setting and tracking, and more.

Here's what's included in Hiring & Managing Inexperienced Producers™...

30-page PDF guidebook helps principals and sales managers to deal with much of what's involved with hiring and managing a new P&C producer.  Practical suggestions, plus tips for using the software tools included with the package. Used as the basis for national and regional seminars throughout the US.  Written by Alan Shulman CPCU, publisher of Agency Ideas® newsletter. Guidebook contents.

Producer P&L™ software helps management to select a workable compensation plan for the agency and the producer.  Projects the commissions written and expenses paid due to hiring the new agent -- over 5 years.  Helps to discover the production levels needed to generate the bottom line profit sought.  Requires Microsoft® Excel. (Producer P&L™ may be purchased separately from this package.) More »

Set & Track™ software helps managers to convert the production levels established using Producer P&L™ into prospecting and sales goals that they can track for 3 years.  The wealth of reports generated by this program help to inform and motivate the new producer.  Requires Microsoft® Excel. (Set & Track™ may be purchased separately from this package.) More »



Guidebook contents.

PRE-HIRE...

14 Reasons to Hire an Inexperienced Producer The Pre-Hire Projection
The True Costs of Hiring an Inexperienced Producer
Producer Compensation
Non-Compensation Producer Expenses
12 Sources for New Agency Producers
Hiring a Relative as a Producer
Personality Profile Testing
Sample Insurance Agency Marketing Intern Program Outline
Sample Production & Compensation Expectations Report
Agent Licensing & Prospect Data
Decision Time: To Hire or Not?

HIRED...

Announcing Your New Producer
Non-Sales Training
Establishing and Measuring Goals
Tracking and Monitoring Goals
Product & Sales Training
Your New Agent’s First Few Months
Managerial Marketing Tips and Resources

Conclusion
Companion software included with this guidebook

Item number: HMIP-ZIP