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11/20/2009
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Claims Analysis: Offering Benefits Management, Not Just Benefits
These days, employers are looking for ways to cut costs wherever they can, and budget-squeezing employee health insurance plans are a common target. Helping your clients find innovative ways to trim costs without sacrificing quality on their employee benefits package is a great way to demonstrate your value as a broker. A smart place to start is claims analysis.
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11/04/2009
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Building an Inside Sales Team
Building an inside sales team is a huge undertaking and can be very costly if your producers aren’t successful. Whether or not you’re looking to implement your agency’s first inside sales team, or are just seeking a fresh perspective, these expert tips and suggestions can help guide you through this period of change.
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10/15/2009
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2009 Broker Survey
Your role as a broker is to meet your clients’ needs, but how do you pinpoint precisely where focus your time and energy, and what causes clients to shop around? We have answers. The 2009 broker survey reveals what clients value.
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10/15/2009
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Value-Added Communication Generating Business Opportunities
In a time of economic downturn, the importance of having value-added communication resources designed to connect brokers with clients and prospects cannot be overemphasized. Unfortunately, many brokers bypass this road less traveled, believing that the most effective course to win an account lies on the path of competing on the price of a commodity.
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09/21/2009
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Implementing Mock Demonstrations
Mock demonstrations are important, but here’s why they are simply key to you and your producer’s selling success – and how to put them into action at your agency.
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01/09/2009
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Top Six Advantages of an Agency Management System
Want to extend a higher level of service to clients? Ready to centralize your agency data and gain a more comprehensive view of accounts? An agency management system may be the right choice for you.
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10/20/2008
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Sales Force Automation for Insurance Producers
In order for producers to stay productive, manage the sales pipeline and continuously prospect, the days of tracking leads on sticky notes and managing contacts in a rudimentary spreadsheet may have to come to an end.
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04/22/2008
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Supplement Your Business with Personal Lines Coverage
With agencies’ hunger for growth becoming increasingly insatiable and the market for available consumer dollars tightening, many commercial property and casualty brokers are looking for creative ways to stay competitive and build their businesses. One option is for these brokers to market themselves as personal lines insurance providers - allowing them to both round out their book of business and retain current customers.
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10/08/2006
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Technology and the Era of Transparency
Thanks to innovative software technology and training, more choices are available than ever before to help brokers create and communicate their value-add services, advancing their trusted advisor role. Read our white paper on "Technology and the Era of Transparency."
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