Category Archives: Customer Development

Posts about ideas, tools, and tactics for developing more account revenue, better customer retention, and actively managing referrals.

The Insurance Annual Review Challange

11th
Dec. × ’08
By Kevin

Tweet I was recently asked if I had any statistics about insurance agencies that performed annual client reviews. I do (somewhere), but lost interest when I couldn’t turn up anything after ten minutes of folder foraging. But I did run across some stats from which you can reasonably extrapolate the kind of results your insurance [...]

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Easy Updates to Your Insurance Agency Blog

11th
Nov. × ’08
By Kevin

Tweet An easy way to make sure you update your insurance agency blog is to use RSS feeds to have potential blog content and ideas pushed to you. You can riff on information provided for you, but be sure to put some kind of unique spin on it. What does the information mean to businesses [...]

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Flesh and Blood and Circuits Revisited

2nd
Oct. × ’08
By Kevin

Tweet I saw a press release yesterday about Allstate providing mental/visual acuity exercises via software from www.positscience.com. It is geared toward helping older drivers process more visual info – something that deteriorates with age…Interesting, proactive, and forward thinking. In the grand scheme of my script/consultation program, this is a product an agent might suggest, and [...]

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Connecting the Dots: Insurance Agency Service and Technology

23rd
Sep. × ’08
By Kevin

Tweet I was doing some light research while drafting copy for target market website landing pages, and once again, allowed the internet to pull me into a digressive side alley. So of course I have to drag you in with me. The cover article in a periodical widely read by agents and companies, Rough Notes, [...]

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