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A Newsletter Committed to Independent Insurance Agents Success & Engagement 

July 7, 2016

Upcoming Classes
CICJul 13-15, 2016Agency Management
CISR
Jul 12, 2016William T. Hold Seminar-Commercial Lines
CISR
Jul 20, 2016Personal Residential
CRM
Nov 29-Dec 2, 2016CRM Financing of Risk
E&O
Jul 14, 2016E&O Seminar
FLOOD
Jul 13, 2016Flood Insurance
Webinar
Jul 13, 2016Getting Wise on Health and Wealth: Group Insurance and Savings Plans
Webinar
Jul 14, 2016Construction Defects: Property Damage & the ISO CGL-Tearing Down the Mysteries
Webinar
Jul 18, 2016Life Insurance Concepts for the Property & Casualty Agent
Webinar
Jul 19, 2016Contractors: Insuring the Property Exposures
Webinar
Jul 20, 2016Managing E&O in a 27/7 World
Webinar
Jul 21, 2016ALERT: Agency Legal and Ethical Responsibilities Training
Webinar
Jul 25, 2016Lawn Care to Lipstick: Coverage Concerns for the Self-Employed
Webinar
Jul 26, 2016What We Learned: Claim & Coverage Issues from Catastrophes
Webinar
Jul 27, 2016Weatherstripping the CGL: Drafts, Gaps, Forms and Fixes
Webinar
Jul 28, 2016Social Networking: OMG or E&O

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Big "I" Junior Golf Tournament
June 27, 2016


 
Got Business Manners?
Putting Your Best Foot Forward for Better Customer Service

By: Kate Zabriskie

"I sat there and watched the two of them completely engaged on Facebook. Never mind the fact that I'm a customer, and they are supposed to be helping me. The sad thing is: I'm not sure that they even realized how rude they were. Needless to say, I will never 'like' that place. I only go to that store when I'm desperate."

"I sent in a donation and never heard a word from those people. I guess they missed the gratitude lesson in Fundraising 101. The next time I think about contributing to a cause, you can bet I'll pick a charity that knows how to say 'thank you.'"

"After speaking with that woman on the phone, I felt violated. I know she needed the answers to the financial questions in order to help me, but something just seemed wrong about the whole thing. I can't put my finger on it, but it wasn't a good feeling."

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"Industry Challenge" 
June 27, 2016



10 Biggest Mistakes Sales Professionals Make in Their Presentations
By Patricia Fripp, CSP, CPAE

Like Hollywood actors, sales professionals put themselves and their companies on the line with every word-taking a risk in the hope of a favorable outcome. Just like actors, even the best, most experienced salesperson benefits from script review, rehearsal, and coaching.

Here are the 10 most common mistakes seen on the sales stage and ways to avoid them:

1. Unclear thinking. Imagine that a busy executive says, "You have exactly ten minutes to tell me I need to know about your company." You should know in advance what your prospect is really asking. The real question is, "What do I need to know about how your company can improve our company? Will your products or services solve a problem, create new opportunities, increase savings, maximize earnings, simplify our processes, develop our human capital, or increase market share?" Accomplish this, and you can present your options more formally.

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Amazon's Secret Weapon: Being Anticipatory 

In many ways it seems impossible that Amazon has been in business for more than 20 years. Time does fly! During that time, Amazon has been - and continues to be - the largest and most innovative leader in the e-commerce market. You may be surprised to discover the other markets Amazon has not only entered, but is also in the process of redefining and reinventing. 

Amazon Grows While Others Struggle 
Amazon recently reported a 28 percent jump in sales with a profit of $513 million in its first quarter. 

The first three months of the year saw a phenomenal $29.1 billion in sales thanks in part to the success of Amazon's own Kindle and Fire tablet computers as well as the Amazon Echo. And while Amazon grows and begins to open brick-and-mortar retail stores, large retail competitors like Walmart, Macy's and Sears announce large layoffs and are closing stores.

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