Coverage Checklists, New Producer Tips and Web Marketing Strategies

AGENCY MANAGEMENT
Count on Coverage Checklists
An agency put together a list of “disclaimers” they were considering having insureds sign and asked for input on the concept. The general consensus was that disclaimers are sometimes warranted but can’t fully take the place of a good coverage checklist.

SALES
Tips for New Producers
Jeff is a 22-year-old producer who has been in the insurance business for less than a year. He came from a finance industry company where he was involved in outside sales. He’s having trouble launching his insurance sales career and wants to know what he can do to jumpstart his success. What can a frustrated insurance sales newbie do?

CUSTOMER SERVICE
Soft-Boiled Service
A soft-boiled egg: what a perfect way to talk about well-intentioned service that goes bad—and what a perfect metaphor for what happens when we promise a customer something special (thereby raising their expectations) and then don’t deliver.

TECHNOLOGY
The Best Web Marketing Strategy You’ve Never Heard
By now, you’ve probably heard how creating a website or using social media can help increase visibility and generate leads for your agency. But there’s one tool you may not have heard about, even though it’s a fast, easy way to reach thousands of people in your local area who are shopping for insurance right now. And, it’s free.

COVERAGES
Power Failure and Power Surge
Power failure and power surge are somewhat like rainfall—damage can be caused by either too little or too much. Both can cause direct or indirect damage, and exposures exist in both personal and commercial lines.