GUIDEBOOK

A ten-page PDF guidebook is included on the disc.  It's pages help you to use the templates and to think through the process of editing and sending out renewal questionnaires and surveys.  It discusses the relationship of renewal questionnaires to quality control, lists ten do’s and don’ts for creating client surveys, and reveals the value of employing exit surveys as a proactive device to minimize your lost business. 
 

RENEWAL QUESTIONNAIRES

The disc includes one auto and homeowners renewal questionnaire.  Auto and homeowners reviews are essential to the long-term success of every seller of personal lines insurance.  Make it the goal of your office to ask insureds to regularly complete a printed renewal questionnaire.  Many policyholders fail to realize that they need to keep your office informed of important changes in their life and property.  Stay as knowledgeable about an insured’s exposures to loss as you were on the day that their initial policy was first written.  Both two-page documents include space for your clients to inquire about additional policies and endorsements -- helping you to generate fresh commissions.  Each review form also includes an original color photo to enhance their overall appearance.
 

CLIENT SATISFACTION SURVEYS

The disc includes one commercial and one personal lines survey.  There is only one way to find out what your insureds are thinking -- and that is to ask them.  Client satisfaction surveys are the most popular tool for this important function.  They allow you to discover what's important to your insureds and what isn't.  You may be surprised by the results.  Don't guess.  Find out for sure.  Use satisfaction surveys to stabilize or enhance your retention ratio.  Employ to gauge initial client satisfaction for new insureds or to measure overall client satisfaction for longer-term policyholders.
 

EXIT SURVEYS FOR FORMER INSUREDS

The disc includes one commercial and one personal lines survey.  What should you do after an insured fires your agency?  Get mad, get even, or get information. The first two choices fulfill an immediate emotional need, but in terms of business, they are counterproductive. Instead, invest your energy and some postage on finding out why the person or business made a conscious decision to stop buying from you.  Exit surveys are the most popular device for amassing post-relationship data.  In many cases, its not too late.  Make the effort to get back what you lost -- today.
 

DIRECTION FINDER FOR COMMERCIAL INSUREDS & PROSPECTS

The disc includes one commercial lines survey.  This unique supplemental survey tool helps you to find out where a business is headed and how they plan to get there.  It deals with seven basic categories, ranging from a simple what’s new to growth paths and methodologies, M&A, executives and advisors, rivals, and staffing.  If you don't take the time to drill down to see the big picture, a firm’s direction can easily be misconstrued -- and this can adversely impact its insurance program. 
 

FORM LETTER CHECKLIST

The disc includes one checklist.  Insurance form letters are not forever.  They need to be continually updated, deleted, and written.  Use the innovative checklist on this CD to perfect and to power up your routine correspondence.
 

NEW!  RV CHECKLIST

The disc includes one RV checklist.  Recreational vehicles are big business. In their broadest definition, they include boats, motorhomes, snowmobiles, golf carts, and more. And every one of these millions of vehicles must be insured. Sometimes, coverage is automatically included on the homeowners, but usually a separate policy or endorsement is advised. As with motorcycle insurance, it’s in your agency’s long-term interests to write a family’s entire account. Not knowing about someone’s RV is not a valid excuse. Using the questionnaire on this CD is a great way to ask.
 

NEW!  COLLECTIBLES QUESTIONNAIRE

The disc includes one collectibles checklist.  Almost everybody collects something. Kids like to gather rocks and bugs. Adult collections tend to be far more costly. But their attachment to the items they collect is still child-like. That’s why it’s important to periodically ask your existing insureds and new policy applicants a very important question, “What do you collect?” Many CSRs never pose it. Maybe they expect the people they insure to bring up the subject or it simply never crosses their mind. Either way, it can cause a major coverage gap and a potential E&O problem.  Hence, this questionnaire.