Blog
Cross-sell, upsell, account rounding. These are popular insurance terms but by no means unfamiliar to most marketing professionals. From “super-sizing” your fast-food order to reviewing items “customers also bought,” reaching beyond your client’s primary purchase should be a key sales approach in every insurance agency’s office. New Clients The best opportunity to present a multi-line…
Read MoreBy: Judd Genda and Robert Procter | Axley Attorneys For as long as there have been independent insurance agencies, agencies have relied upon customer service representatives (CSRs) and other unlicensed employees to assist in their day-to-day operations. These unlicensed employees have become critical to the ongoing success of independent insurance agencies. Some unlicensed employees simply…
Read MoreIt takes less than two minutes for a thief with a reciprocating saw to crawl under your vehicle and make the two or three cuts required to steal your catalytic converter. Less than two minutes time to take a part they will salvage for $200 and you’ll need to replace it at a cost anywhere…
Read MoreDue to a reported uptick in beneficiary complaints against third-party marketing organizations, the Centers for Medicare & Medicaid Services (CMS) has issued a rule imposing new marketing requirements on all third-party marketing organizations selling Medicare Advantage and Part D plans. The final rule has been published and the requirements will go into effect starting October 1st…
Read MoreDuring the summer months there are many outdoor special events, such as concerts, festivals, fairs, and parades, just to name a few. It takes a lot of planning and effort to coordinate these events and you never know what the weather will bring. All the effort put into the event can make it tempting…
Read MoreBy: Judd Genda | Axley Attorneys The last several years have seen an unprecedented number of insurance agency purchase and sale transactions. This flurry of activity has led to increased valuation and sale prices for agencies. Now is the time to make sure you have a plan to perpetuate your agency. A perpetuation plan will…
Read More