P&C SALES & MARKETING

Agency Ideas® sales & marketing newsletter. 

Enjoy a brand new issue every other month.  Increase your agency's revenues by implementing the ideas in this respected publication, published since 1990.  It presents the most creative sales and marketing ideas in the P&C industry.  Agency Ideas® is a quality print periodical that's mailed to you six times a year.  Profit from the publication and its extensive online Subscribers-Only Area.  This exclusive web area is packed with original sales, marketing, and management tools that you can quickly download and use in your agency, based on articles from the latest six months of Agency Ideas®.

Included "free" with your paid subscription... Agency Ideas® Marketing Projection / Planner™ software helps you to quickly project marketing numbers and to author brief personal and/or commercial lines action plans.  Click for details.

NEW!  Illustrative Insurance Sales Letters.

Two CD editions each with 32 original letters each »  Personal Lines • Commercial Lines.  Get new prospects to contact you.  Stand out from your rivals.  Agency Ideas® Illustrative Insurance Sales Letters™ help you to accomplish both.  Unlike ordinary text-only letters, this unique correspondence employs a trio of attention-grabbing elements. Oversized headlines, original full color photographs, and strong sales copy combine to motivate interested prospects to call or email your office.  Think postcards in letter form!  Each CD is packed with letters for you to edit, customize, mail-merge, and print with Word.  Start a new direct mail campaign in minutes, instead of months.

NEW!  Marketing with Humor CD starring Dear Aunt Shurance™

Dear Aunt Shurance™ (DAS) is a refreshing alternative to the standard insurance promotional fare. This entertaining marketing CD presents a series of Q&A "advice columns" and insurance quizzes.  Both have their own unique style and formula. The “advice columns” set up the answer (which unabashedly promotes you and your agency) with outlandish situations; ones that parody the serious advice columns found in many daily newspapers. The quizzes are where DAS turns the tables on your prospect — asking them a policy-specific multiple-choice question. The answers are wildly entertaining and informational.  See two samples!

NEW!  ProducerIdeas.com™

A new Agency Ideas® Web site exclusively for individual producers.  It is not included with a subscription to Agency Ideas® newsletter [above], which is written for principals, managers, and producers.  Rather, it’s an entirely separate resource for P&C sales agents.  It helps to enhance the marketing and sales efforts of both seasoned and inexperienced sellers.  The site is comprised of three distinct modules: commercial sales ideas and tools, commercial marketing tools, and personal lines marketing tools.  Producers may join one, two, or all three areas.  Click the "More Info!" button to take a free tour.

NEW! 219 Sales Ideas for Commercial Lines Producers™

20-page 8.5" x 5.5" mini-guide focuses on prospecting and selling.  You get 79 prospecting ideas plus 140 selling ideas.  Jam-packed pages.  No filler.  No pictures.  No clip art.  Just classic ideas.  Some you know.  Some you forgot.  Some are new to you.  All gathered together for your convenience.  Use in the field, while you’re selling, as memory-joggers for what to do and what not to do.  Carry in your glove compartment or briefcase.

Insurance Questionnaire CD. 

Renewal questionnaires, client satisfaction surveys, and exit surveys -- are included all on one very practical CD-ROM.  Asking the right questions and gathering the proper facts are essential to the success of every insurance sales office.  The tools on this CD provide you with six valuable pre-designed documents to help.  Each questionnaire and survey can be quickly modified with Microsoft Word. 

5 CD sets for marketing insurance by postcard.

Special CD collections are available in five insurance categories: auto, home, business, financial services, and other personal lines.  Each collection includes two CDs containing 14 specially-selected postcard templates.  All templates are designed for use with Microsoft® Publisher.  Enjoy 42 templates (3 different sizes for each of the 14 designs).  No boring clip art.  Each template displays original photography and creative insurance sales copy.

1001 Agency Ideas™ Book & CD sets... Volumes One and Two.

Since 1990, principals, managers, and producers have subscribed to Agency Ideas® newsletter for its unique sales, marketing, and management ideas.  Now you can get many of the newsletter’s most popular ideas ads, direct mailers, flyers, postcards, surveys, charts, checklists, forms, guides, tips and more, in two amazing idea books.

There are over 200 pages in both volumes, which may be purchased separately or together.   Each comes with its own optional CD containing pre-designed tools.  These CDs require Microsoft Publisher. 

CSR-SELLING • CROSS-SELLING

DELUXE Cross-Sell Flip-Charts™ for Personal Lines CSRs.

New and veteran personal lines CSRs often need guidance in converting incoming service calls into additional commissions and referrals.  These deluxe seven-page charts assist your reps to upsell and cross-sell by increasing limits, add / combine policies, enhance existing contracts, and generate fresh leads with practical talking points.  Provide a chart to every personal lines CSR.  Includes space for reps to customize the chart for their individual needs.  Spiral bound.  Beautifully printed in full color on extra heavy stock.

80 Sales Ideas for Personal Lines CSRs.

16-page 8.5" x 5.5" mini-guide is printed in color.  Jam-packed with practical ideas for CSRs.  No filler.  No pictures.  No clip art.  Tons of classic insurance sales and service and ideas are gathered together for your convenience.  The guide eliminates all excess wording and clip art to get right to the point so you don’t have to thumb through hundreds of pages to find what you need.

Cross-Sell Flip-Charts™ for Commercial Lines CSRs.

New and veteran commercial lines CSRs often need guidance in converting incoming service calls into additional commissions and referrals.  These deluxe seven-page charts assist your reps to upsell and cross-sell by increasing limits, add / combine policies, enhance existing contracts, and generate fresh leads with practical talking points.  Provide a chart to every personal lines CSR.  Includes space for reps to customize the chart for their individual needs.  Spiral bound.  Beautifully printed in full color on extra heavy stock.

PRODUCER MANAGEMENT

Hiring & Managing Inexperienced Producers™ CD-ROM.

Hire and manage a new agent, the right way, from the start. Guidebook, templates, and software take you from the pre-hire search to sales management.  Requires PDF, Word, Excel. Includes... 50-page guidebook walks you step-by-step through the long process of deciding to employ, locating, hiring, and managing a new producer.  Includes practical and pointed info, ideas, and resources. Helps you use Producer P&L™ and Set & Track™ software.  Written by Alan Shulman CPCU, Publisher of Agency Ideas®.  15 templates include client, prospect, and producer surveys, an agency marketing intern program for enticing quality candidates, a sales call planner, six sales training flash cards, and more. Full versions of Producer P&L™ and Set & Track™ [below].

Producer P&L™.

This popular software tool helps you select the best compensation plan for the agency and the producer.  It also projects the commissions booked and expenses paid due exclusively to the agent’s employment.  And it helps you to discover the sales production levels needed from the producer, to generate the desired bottom line profit. 

Automatically included on the Hiring & Managing Inexperienced Producers™ CD-ROM or may be purchased separately.

Set & Track™.

This powerful management tool helps you convert the production levels established using Producer P&L™ into a multi-year sales plan for the new agent. With it, you can set and track goals for prospecting actions, sales, premiums, and commissions. Instantly compare the goals and tracked results for multiple years, side-by-side. The program includes a three-year tracking grid, over 30 printed and onscreen reports, and over a dozen color graphs to review during one-on-one producer sales meetings.

Automatically included on the Hiring & Managing Inexperienced Producers™ CD-ROM or may be purchased separately.

Agency Ideas . com >> P&C insurance sales ideas, marketing tips, cross-selling tools, and producer management software.  No portion of this copyrighted website may be reproduced by any means without our express written permission.  Contact us for permission.   Also visit www.postcardideas.com, www.cross-selling.biz and www.producerideas.com for additional P&C insurance sales and marketing resources.