Save Precious Time with Automatic Document Creation

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Insurance Producer Tip: Save Time with Auto Document Creation

All organizations produce documents, sometimes hundreds or thousands per day. From producing quotes, policy and procedure documents and contracts, the information contained in these documents is often vital to business. While some content in these documents will change, many aspects, such as its structure and how it is formatted, may not. In other words, many documents contain repetitive content that changes little from one document to the next and variable content that must be accurately … [Read more...]

Filed Under: Internet Marketing, Tools
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Document Management Mitigates Risk

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Document Management Mitigates Risk

The content that goes into corporate documents is often a free-for-all of broken procedures, bypassed controls, outdated boilerplates, inaccurate numbers or text created by an agent. Intended to protect companies in business relationships, documents created through these all-too-common processes just as often leave them open to penalties and legal liability. The cause isn’t negligence, but inadequate technology. As I discussed in an earlier article, “Is your company generating toxic … [Read more...]

Filed Under: Internet Marketing, Pick Right, Tools
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The Secret to 21st Century Insurance Sales — Buyer’s Intelligence vs Seller’s Intelligence

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The Secret to 21st Century Insurance Sales

In the July/Aug. 2006 issue of Harvard Business Review, an article by Thomas Stewart noted that a major shift was occurring in the world of selling, primarily, the change in buying behavior. Stewart’s article discussed how the Internet had changed the buying process. Prospects and clients were getting ready access to a wealth of product information, service reviews, and company data via vendor websites, blogs, social networks, etc.  Prospects had “Buyer Intelligence.” Fast forward five … [Read more...]

Filed Under: Even Before the Sale, Internet Marketing, One on One, Selling Skills, Tools
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How to Write an Effective Subject Line

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Marketing - How to Write an Effective Subject Line

If you're like most sellers, you don't pay a lot of attention to the subject lines. They're an afterthought. No big deal, right? Totally wrong. Your subject line is the most important part of your message. If it's not a good one, your email gets trashed in a nanosecond. In fact, research by ExactTarget (my email newsletter service) show that the average person spends only 2.7 seconds on a message before deciding if they'll delete it, forward it or read it. Just 2.7 seconds. That's all the … [Read more...]

Filed Under: Internet Marketing, Marketing, PickLeft, Promotion/Advertising, Tools
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Use a “Longevity Report” to Win More Sales

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Use a Longevity Report to Win More Sales in Insurance

  In the recent article “Try a New Insurance Selling Tool and Quickly Close More Sales” found on Producers eSource,  the advantages of using a personal longevity report for your clients was promoted to illustrate why your recommendations were in their best interest and to spur buying action. You may be asking, “how do I use the results of a longevity report in my sales process?” The answer is by showing your clients what their approximate longevity age is and why … [Read more...]

Filed Under: Financial, Financial Planning, Internet Marketing, Sales Tips, Tools
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Is Your Company Generating Toxic Documents?

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Is Your Company Generating Toxic Documents?

When the term toxic is used to describe something one tends to think of toxic waste or a relationship turning toxic. Companies don’t associate the term with the documents they create on a daily basis. Part of the definition of toxic is something that can cause harm. How would a document have this capability? You need to look at harm not as physical harm, but damage. The damage a toxic document can create comes from committing the Information Age’s cardinal sin: communicating inaccurate … [Read more...]

Filed Under: Bottom #2 and #3, Commerce, Insurance News, Internet Marketing, Tools
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