3 Tools to Resolicit Failed Personal Lines Quotes.
Don’t take no for an answer! Your agency’s closing ratio for new personal lines sales may be exemplary. Still, you don't close everyone. Over the course of a year, this can add up to a virtual ton of dead quotes. It also represents significant dollars and time invested, and lost, on attracting these non-buyers, qualifying them, and preparing and presenting them with a custom deal.
So, why not resolicit the best of the bunch to recoup at least some of your lost investment? Here’s how to do it… Read More...
Cross-Selling.biz -- Our Specialty Site for Cool Cross-Sell Tools
We believe in cross-selling. It is one of the oldest success "secrets" in the insurance business, and elsewhere. This desirable activity generates fresh commissions, increases the odds of retention, and helps to keep rivals at bay. Read More...
CSR Quote Tools: Top 5 Reasons for a Prospect to Say "Yes"
Category... Personal lines
Some personal lines reps enjoy the process of preparing and delivering new business quotes; others find it to be the most awkward aspect of their job. These latter CSRs are typically competent in preparing the quote, but have difficulty in asking for the sale. Too often, they let the bottom line number speak for itself, without added comment.
To help these tongue-tied reps, we have developed two Top 5 tools to present after delivering the quote. They itemize five key reasons why the prospect should agree to buy. Read More...
Small Business "What's New" Renewal Questionnaire
Category... Commercial lines
You can’t expect every small business to stay small, as stunning growth may be only a few mouse clicks or finger swipes away. It’s a wild world of commerce out there and to keep up with even the smallest of businesses, you have to continuously ask them “what’s new with you?”
Unfortunately, too many agencies fail to ask this vital open-ended question and instead rely on automatic, company-generated increases on building, contents, and payrolls. Some offices also send dry, impersonal cover letters advising insureds to read their enclosed renewal policy and notify the agency of any needed changes. Read More...
Personal Lines CSR Sales Aid Duo: 167 Ideas + Flip-Chart
Category... Personal lines
Personal lines CSRs often need guidance to convert incoming service calls into additional commissions and referrals. Our unique team-up of two powerful tools helps you to help your personal lines reps spot selling opportunities, cross-sell, upsell, generate referrals, and more.
The duo features 167 Sales Ideas for Personal Lines CSRs™ (a 30-page PDF mini-guide) and our popular printed Cross-Sell Flip-Chart™ -- at special “duo” pricing. Read More...