American Insurance Marketing and Sales Society

Sales and Marketing Tools

  

JUST RELEASED - Real Time Makes Real $$$$$

 

Because of efficiencies created by using Real Time and Download, agency and brokerage professionals find they have more time on their hands. This allows principals to start shifting the focus of “processing” staff and to create more of a consultative sales culture throughout the organization.

The Real Time Makes Real $$$$$ guide is designed to provide step-by-step tools to help accomplish this shift. It presents a logical progression for firms that have found success with Real Time and offers a way to get each person in an agency or brokerage involved in marketing, sales and growth.

For those who have not yet made a commitment to Real Time, this guide provides even more reasons to get serious about embracing this initiative.

 

The body of the guide is available in PDF format. Throughout the guide, reference documents are identified. These are not part of the PDF guide but rather are available through weblink. 

An easy way to use the guide—and access the links—is to download the PDF to your own computer, then read it online. When you come to a list of resources (or any URL, for that matter), simply hover you mouse over the link and click. You’ll come right back to this page, where you can open the document you wish to view.

 

Download your copy today!!!!  http://www.getrealtime.org/active/GROWTH.asp

 

 

  

 

Click here for a Glossary of Insurance and Risk Management Terms    

     


The sales and marketing publication for P&C insurance professionals.

 

AIMS Society Members receive 6 issues of Agency Ideas annually.  For additional tools and ideas on sales, marketing, cross-selling and producer management, visit http://www.agencyideas.com/asplogin.asp?asplReq=%2FSubscribersOnly%2FSubscribers%2DOnly%2Easp%3F (NOTE:  AIMS Society Members, as “subscribers” of Agency Ideas, receive significant discounts!!)

 

 
Real Time is the ability to click on a button from a client file in your agency management system or comparative rater for immediate access to carrier information on that client. The transaction may be a quote, billing inquiry, claim inquiry/loss runs, policy view, endorsements or a request for information.  This approach provides a single workflow for servicing or quoting.  To get started, download The Independent Agent’s Real Time Implementation Guide (click here).  For even more information, visit www.getrealtime.org.

 

SaleSource (www.aspsalesource.com) is a time proven contract process that enables you to stay in touch with every prospect and every customer with a preplanned series of strategies.  These strategies are the roadmap you need to successfully build your business.  SaleSource comes complete and ready to use.  No letters to write; no campaign strategies to design.  Call 888-755-5554 to sign up for a Free, No Obligation 30-day trial.  See first-hand how SaleSource helps agents create and maintain relationships!

 

Through a partnership with Steve Anderson, the AIMS Society offers Managing for Success reports to assist agency owners, sales managers and human resources personnel to identify strong candidates. The Managing for Success system analyzes a person's behavioral tendencies and then generates a clear, concise report that relates their natural behavior to job performance. Using this information, you can develop a personalized approach to manage, motivate and communicate with each employee in a way that will yield maximum benefits to your organization. To complete the report, the job applicant or current employee goes to a Web site and with a code you provide and answer twenty four questions. The reports can be completed anywhere there is an Internet connection and the results are available within a few short hours.  A variety of reports are available including Employee-Manager; Executive; and Sales.  The cost of each report typically retails for $124; AIMS Society members receive a $25 discount.  To arrange for a complimentary report or to arrange a report for a potential candidate, contact the AIMS Society at info@aimssociety.com or 877/674-CPIA.   (NOTE:  Additional discounts are available for purchases of 5+ reports at a time.)

 

ACT is a partnership of independent agents, companies, technology vendors, user groups, and associations dedicated to enhancing the use of technology and improved work flows within the Independent Agency System.  www.iiaba.net/act

 

AUGIE was created by ACORD and major vendor user groups. It is a forum for ACORD, agents, brokers, insurers, solution providers, and associations to gather information, share ideas and actively shape the future of the insurance industry. It allows collaboration on common concerns that affect the day-to-day and long-term operations of agents and provides agents with a voice in the ACORD standards process with the goal of improving agency efficiency and productivity. www.acordadvantage.org/augie

 

ACORD AdvantageThe ACORD Advantage Program provides agents and brokers with broad based information and services that help with operations, compliance and communications, in addition to unlimited access to ACORD Forms. ACORD Advantage membership entitles you, and all employees at your location, with 12 months of access to the ACORD Advantage services and products at a flat $139 fee.  (NOTE:  AIMS Society Members - $129 annually).  For additional information about the Advantage Program, visit http://www.acordadvantage.org/services/index.aspx.  To order by phone or to have an application sent to your address, please contact Member Services: Phone: 1 800 444-3341 ext.506; Email: memberservices@acord.org

 

  

Mines Press offers insurance industry specific personal and commercial marketing tools including custom Agency Newsletters (print and email), Brochures, Surveys, and promotional items.  Visit http://www.minespress.com/index.cgi?place=189&category=189 for more details!

 

 

Brought to you through an AIMS Society partnership with IMMS Click Here (http://www2.imms.com/completemarkets/default.asp) to search for markets for more than 8,000 business and personal classifications in any state.

 

 

 

 

 


Last Updated: July 11, 2008