All consumers love discounts; they always have and always will. So, promote them creatively by self-publishing a PDF booklet entitled, “How to Save on Your Homeowners Insurance… A quick guide to popular homeowners policy discounts.”

It's easy. We predesigned the core of it for you. Its 10 pages include an attractive cover, an index, and a back page that encourages individuals to “Get every homeowners insurance discount to which you are entitled.” The inside pages highlight discounts on seven common credits: fire extinguishers, deadbolts, smoke and other alarms, the paid in full discount, the multi-policy credit, the mature person discount, plus new home and home renovation discounts. Read More...

Approaches for closing coverage gaps vary by urgency and by insured. For larger clients, your only viable choice is a personal call or visit. For others, it might be adequate to employ an attention-getting device such as a "Coverage Caution" insert.

This 5” x 8.5” document concentrates a client’s attention on a single concern. Its oversized photo and brief message informs clients about a specific uninsured exposure, a missing policy or endorsement, or other cautionary consideration.

Attached to a client mailing, physically, by email attachment, or as a Twitter "photo (after first converting it from a "doc" file to a "jpg")," they literally illustrate the fact that you have real concerns. Read More...

Agency Ideas® Marketing Projection / Planner™ software helps producers and managers to project marketing numbers and to author simplified personal and commercial lines action plans.  The planner requires Excel.

Every agency wants to write more business, but only some know how they are going to accomplish it. These offices develop detailed business plans that outline their future expectations, complete with marketing and sales sections that guide the overall process. The projections that result disclose how the agency expects to expand its book. They also reveal everyone’s individual roles in the process.

The perceived complexity of creating an agency plan is what stops many offices from building one. Others forego written predictions as a way to duck the disappointment associated with a missed sales goal. This way, if they avoid putting numbers down in writing, then any new sale appears to be an achievement. Thoughts like these tend to inhibit the overall planning process. It’s a major mistake to work without a blueprint. Ask any architect. Read More...

Now you can instantly download multiple tools and save money while doing it. In response to your requests, we have combined the tools within specific sections of this store to create a variety of “everything sets.” These sets include multiple tools in a single ZIP file at a deep discount over buying the tools individually. The “everything” packages presently available include... Read More...